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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$315K Buy
2025
Q2
$171K Buy
2025
Q1
$49K Buy
2024
Q4
$5K Hold
2024
Q3
$5K Buy