Carson Wealth (CWM LLC)
DFNM icon

Carson Wealth (CWM LLC)’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio DFNM Stock Details DFNM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$64.9K Buy
1,354
+144
+12% +$6.98K ﹤0.01% 3618
2025
Q4 		$58K Sell
1,210
-842
-41% -$40.6K ﹤0.01% 3489
2025
Q3 		$98K Buy
2,052
+1,210
+144% +$57.5K ﹤0.01% 3003
2025
Q2 		$40K Hold
842
– – ﹤0.01% 3443
2025
Q1 		$40K Hold
842
– – ﹤0.01% 3158
2024
Q4 		$40K Sell
842
-63
-7% -$3.03K ﹤0.01% 2957
2024
Q3 		$44K Buy
905
+842
+1,337% +$40.6K ﹤0.01% 2781
2024
Q2 		$3K Buy
+63
New +$3.01K ﹤0.01% 4055

Other funds holding DFNM

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
RK
Rather & Kittrell Knoxville, Tennessee $716M AUM 15.48% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Dimensional National Municipal Bond ETF (DFNM) stake by 12% in Q1 2026, buying an estimated $6.98K and bringing the position to 1,354 shares worth $64.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3618.

Carson Wealth (CWM LLC) first reported a position in DFNM in Q2 2024 and has held it in 8 quarters since. The position peaked at $98K in Q3 2025. 276 funds tracked by Wall St. Rank hold DFNM as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,354 shares of Dimensional National Municipal Bond ETF worth $64.9K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 144 Dimensional National Municipal Bond ETF shares in Q1 2026, an estimated $6.98K.
  • Dimensional National Municipal Bond ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3618 holding.
  • Carson Wealth (CWM LLC) first reported a position in Dimensional National Municipal Bond ETF in Q2 2024 and has held it in 8 quarters since.
  • Carson Wealth (CWM LLC)'s Dimensional National Municipal Bond ETF position peaked at $98K in Q3 2025.
  • 276 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q1 2026.

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