Carson Wealth (CWM LLC)
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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$40K Hold
842
– – ﹤0.01% 3441
2025
Q1 		$40K Hold
842
– – ﹤0.01% 3155
2024
Q4 		$40K Sell
842
-63
-7% -$2.99K ﹤0.01% 2955
2024
Q3 		$44K Buy
905
+842
+1,337% +$40.9K ﹤0.01% 2779
2024
Q2 		$3K Buy
+63
New +$3K ﹤0.01% 4053