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
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$21K Hold
493
– – ﹤0.01% 3864
2025
Q1 		$21K Sell
493
-292
-37% -$12.4K ﹤0.01% 3620
2024
Q4 		$32K Hold
785
– – ﹤0.01% 3121
2024
Q3 		$33K Buy
+785
New +$33K ﹤0.01% 3015