Carson Wealth (CWM LLC)
DFLV icon

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
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$40.6M Buy
1,136,931
+168,537
+17% +$6.07M 0.11% 179
2025
Q4 		$33.1M Buy
968,394
+958,819
+10,014% +$31.9M 0.09% 203
2025
Q3 		$315K Buy
9,575
+4,068
+74% +$130K ﹤0.01% 2088
2025
Q2 		$171K Buy
5,507
+3,902
+243% +$116K ﹤0.01% 2310
2025
Q1 		$49K Buy
1,605
+1,454
+963% +$44.9K ﹤0.01% 3011
2024
Q4 		$5K Hold
151
– – ﹤0.01% 4185
2024
Q3 		$5K Buy
+151
New +$4.5K ﹤0.01% 4081

Other funds holding DFLV

SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $78.6B AUM 28.08% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
MFWP
Mosaic Family Wealth Partners St. Louis, Missouri $1.49B AUM 26.43% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Dimensional US Large Cap Value ETF (DFLV) stake by 17% in Q1 2026, buying an estimated $6.07M and bringing the position to 1,136,931 shares worth $40.6M. The position accounts for 0.11% of the portfolio, ranked #179.

Carson Wealth (CWM LLC) first reported a position in DFLV in Q3 2024 and has held it in 7 quarters since. 366 funds tracked by Wall St. Rank hold DFLV as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,136,931 shares of Dimensional US Large Cap Value ETF worth $40.6M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 168,537 Dimensional US Large Cap Value ETF shares in Q1 2026, an estimated $6.07M.
  • Dimensional US Large Cap Value ETF made up 0.11% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #179 holding.
  • Carson Wealth (CWM LLC) first reported a position in Dimensional US Large Cap Value ETF in Q3 2024 and has held it in 7 quarters since.
  • 366 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q1 2026.

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