Carson Wealth (CWM LLC)’s Dimensional Global Sustainability Fixed Income ETF DFSB Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio DFSB Stock Details DFSB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.34K	Hold	26	–	–	﹤0.01%	5353
2025 Q4	$1K	Hold	26	–	–	﹤0.01%	5194
2025 Q3	$1K	Hold	26	–	–	﹤0.01%	5101
2025 Q2	$1K	Hold	26	–	–	﹤0.01%	4985
2025 Q1	$1K	Hold	26	–	–	﹤0.01%	4884
2024 Q4	$1K	Hold	26	–	–	﹤0.01%	4686
2024 Q3	$1K	Hold	26	–	–	﹤0.01%	4550
2024 Q2	$1K	Hold	26	–	–	﹤0.01%	4355
2024 Q1	$1K	Hold	26	–	–	﹤0.01%	4111
2023 Q4	$1K	Buy	+26	New	+$1.3K	﹤0.01%	3931

Other funds holding DFSB

AWP

Abacus Wealth Partners Santa Monica, California $1.1B AUM 14.74% 1-Year Est. Return

MPW

MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

QFA

Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return

Simplicity Wealth Summit, New Jersey $1.76B AUM 20.49% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

PWM

Parkshore Wealth Management Granite Bay, California $299M AUM 17.95% 1-Year Est. Return

PCI

Planning Center Inc Moline, Illinois $987M AUM 12.22% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its Dimensional Global Sustainability Fixed Income ETF (DFSB) position steady in Q1 2026 at 26 shares worth $1.34K. The position accounts for ﹤0.01% of the portfolio, ranked #5353.

Carson Wealth (CWM LLC) first reported a position in DFSB in Q4 2023 and has held it in 10 quarters since. 118 funds tracked by Wall St. Rank hold DFSB as of Q1 2026.

Carson Wealth (CWM LLC) held 26 shares of Dimensional Global Sustainability Fixed Income ETF worth $1.34K as of Q1 2026.
Carson Wealth (CWM LLC) left its Dimensional Global Sustainability Fixed Income ETF share count unchanged in Q1 2026.
Dimensional Global Sustainability Fixed Income ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5353 holding.
Carson Wealth (CWM LLC) first reported a position in Dimensional Global Sustainability Fixed Income ETF in Q4 2023 and has held it in 10 quarters since.
118 funds tracked by Wall St. Rank held Dimensional Global Sustainability Fixed Income ETF as of Q1 2026.

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