Carson Wealth (CWM LLC)
DFIP icon

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
2026
Q1 		$997K Buy
23,904
+6,149
+35% +$257K ﹤0.01% 1540
2025
Q4 		$738K Buy
17,755
+17,262
+3,501% +$726K ﹤0.01% 1675
2025
Q3 		$21K Hold
493
– – ﹤0.01% 4085
2025
Q2 		$21K Hold
493
– – ﹤0.01% 3867
2025
Q1 		$21K Sell
493
-292
-37% -$12K ﹤0.01% 3623
2024
Q4 		$32K Hold
785
– – ﹤0.01% 3123
2024
Q3 		$33K Buy
+785
New +$32.7K ﹤0.01% 3017

Other funds holding DFIP

MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
PCI
Planning Center Inc Moline, Illinois $987M AUM 12.22% 1-Year Est. Return
HIGP
Hill Investment Group Partners St. Louis, Missouri $906M AUM 20.13% 1-Year Est. Return
PS
Pinney & Scofield Cambridge, Massachusetts $185M AUM 19.89% 1-Year Est. Return
RK
Rather & Kittrell Knoxville, Tennessee $648M AUM 14.68% 1-Year Est. Return
LEFP
Leading Edge Financial Planning Knoxville, Tennessee $475M AUM 15.22% 1-Year Est. Return
GWA
Geometric Wealth Advisors Washington, District of Columbia $799M AUM 22.19% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $448M AUM 21.79% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return

Carson Wealth (CWM LLC)'s DFIP Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Dimensional Inflation-Protected Securities ETF (DFIP) stake by 35% in Q1 2026, buying an estimated $257K and bringing the position to 23,904 shares worth $997K. The position accounts for ﹤0.01% of the portfolio, ranked #1540.

Carson Wealth (CWM LLC) first reported a position in DFIP in Q3 2024 and has held it in 7 quarters since. 162 funds tracked by Wall St. Rank hold DFIP as of Q1 2026.

  • Carson Wealth (CWM LLC) held 23,904 shares of Dimensional Inflation-Protected Securities ETF worth $997K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 6,149 Dimensional Inflation-Protected Securities ETF shares in Q1 2026, an estimated $257K.
  • Dimensional Inflation-Protected Securities ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1540 holding.
  • Carson Wealth (CWM LLC) first reported a position in Dimensional Inflation-Protected Securities ETF in Q3 2024 and has held it in 7 quarters since.
  • 162 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.