Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Dimensional Inflation-Protected Securities ETF DFIP Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio DFIP Stock Details DFIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$21K Hold
2025
Q2 		$21K Hold
2025
Q1 		$21K Sell
2024
Q4 		$32K Hold
2024
Q3 		$33K Buy