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
2025
Q3 		$98K Buy
2025
Q2 		$40K Hold
2025
Q1 		$40K Hold
2024
Q4 		$40K Sell
2024
Q3 		$44K Buy
2024
Q2 		$3K Buy