Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio DFSD Stock Details DFSD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$262K Buy
2025
Q2 		$259K Sell
2025
Q1 		$298K Sell
2024
Q4 		$328K Sell
2024
Q3 		$1.06M Sell
2024
Q2 		$2.15M Buy
2024
Q1 		$27K Sell
2023
Q4 		$85K Buy
2023
Q3 		$23K Sell
2023
Q2 		$73K Buy