Carson Wealth (CWM LLC)
DFIV icon

Carson Wealth (CWM LLC)’s Dimensional International Value ETF DFIV Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio DFIV Stock Details DFIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$57M Buy
1,079,191
+112,185
+12% +$5.95M 0.15% 145
2025
Q4 		$48.3M Buy
967,006
+872,969
+928% +$41.5M 0.13% 150
2025
Q3 		$4.34M Buy
94,037
+4,371
+5% +$196K 0.01% 777
2025
Q2 		$3.84M Buy
89,666
+16,278
+22% +$663K 0.01% 678
2025
Q1 		$2.89M Sell
73,388
-30
-0% -$1.15K 0.01% 701
2024
Q4 		$2.6M Sell
73,418
-30,522
-29% -$1.12M 0.01% 682
2024
Q3 		$3.96M Buy
103,940
+7,767
+8% +$287K 0.02% 498
2024
Q2 		$3.46M Buy
96,173
+82,579
+607% +$3.04M 0.02% 503
2024
Q1 		$500K Buy
13,594
+6,436
+90% +$223K ﹤0.01% 1143
2023
Q4 		$246K Buy
7,158
+384
+6% +$12.5K ﹤0.01% 1329
2023
Q3 		$221K Sell
6,774
-2,240
-25% -$74.6K ﹤0.01% 1271
2023
Q2 		$296K Buy
9,014
+2,371
+36% +$77.9K ﹤0.01% 1112
2023
Q1 		$214K Buy
6,643
+21
+0.3% +$678 ﹤0.01% 1174
2022
Q4 		$201K Sell
6,622
-397
-6% -$11.5K ﹤0.01% 1102
2022
Q3 		$181K Buy
7,019
+26
+0.4% +$743 ﹤0.01% 1095
2022
Q2 		$202K Buy
+6,993
New +$223K ﹤0.01% 1045
2022
Q1 		– Sell
-5,980
Closed -$196K – 3582
2021
Q4 		$196K Buy
+5,980
New +$199K ﹤0.01% 1034

Other funds holding DFIV

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Dimensional International Value ETF (DFIV) stake by 12% in Q1 2026, buying an estimated $5.95M and bringing the position to 1,079,191 shares worth $57M. The position accounts for 0.15% of the portfolio, ranked #145.

Carson Wealth (CWM LLC) first reported a position in DFIV in Q4 2021 and has held it in 17 quarters since. 855 funds tracked by Wall St. Rank hold DFIV as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,079,191 shares of Dimensional International Value ETF worth $57M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 112,185 Dimensional International Value ETF shares in Q1 2026, an estimated $5.95M.
  • Dimensional International Value ETF made up 0.15% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #145 holding.
  • Carson Wealth (CWM LLC) first reported a position in Dimensional International Value ETF in Q4 2021 and has held it in 17 quarters since.
  • 855 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q1 2026.

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