Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio DFLV Stock Details DFLV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$171K Buy
5,507
+3,902
+243% +$121K ﹤0.01% 2308
2025
Q1 		$49K Buy
1,605
+1,454
+963% +$44.4K ﹤0.01% 3008
2024
Q4 		$5K Hold
151
– – ﹤0.01% 4183
2024
Q3 		$5K Buy
+151
New +$5K ﹤0.01% 4079