Carson Wealth (CWM LLC)
DFIS icon

Carson Wealth (CWM LLC)’s Dimensional International Small Cap ETF DFIS Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio DFIS Stock Details DFIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$38.2M Buy
1,133,632
+87,109
+8% +$3.03M 0.1% 192
2025
Q4 		$34.5M Buy
1,046,523
+1,038,526
+12,986% +$33.1M 0.09% 196
2025
Q3 		$253K Buy
7,997
+289
+4% +$8.88K ﹤0.01% 2261
2025
Q2 		$230K Hold
7,708
– – ﹤0.01% 2053
2025
Q1 		$199K Sell
7,708
-1,243
-14% -$31.8K ﹤0.01% 1922
2024
Q4 		$220K Hold
8,951
– – ﹤0.01% 1768
2024
Q3 		$240K Hold
8,951
– – ﹤0.01% 1660
2024
Q2 		$220K Buy
8,951
+7,708
+620% +$193K ﹤0.01% 1539
2024
Q1 		$31K Hold
1,243
– – ﹤0.01% 2613
2023
Q4 		$30K Buy
+1,243
New +$27.7K ﹤0.01% 2507

Other funds holding DFIS

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Dimensional International Small Cap ETF (DFIS) stake by 8.3% in Q1 2026, buying an estimated $3.03M and bringing the position to 1,133,632 shares worth $38.2M. The position accounts for 0.1% of the portfolio, ranked #192.

Carson Wealth (CWM LLC) first reported a position in DFIS in Q4 2023 and has held it in 10 quarters since. 339 funds tracked by Wall St. Rank hold DFIS as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,133,632 shares of Dimensional International Small Cap ETF worth $38.2M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 87,109 Dimensional International Small Cap ETF shares in Q1 2026, an estimated $3.03M.
  • Dimensional International Small Cap ETF made up 0.1% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #192 holding.
  • Carson Wealth (CWM LLC) first reported a position in Dimensional International Small Cap ETF in Q4 2023 and has held it in 10 quarters since.
  • 339 funds tracked by Wall St. Rank held Dimensional International Small Cap ETF as of Q1 2026.

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