Carson Wealth (CWM LLC)
DFSD

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
2026
Q1 		$289K Sell
6,031
-5,531
-48% -$266K ﹤0.01% 2410
2025
Q4 		$554K Buy
11,562
+6,135
+113% +$296K ﹤0.01% 1855
2025
Q3 		$262K Buy
5,427
+32
+0.6% +$1.54K ﹤0.01% 2237
2025
Q2 		$259K Sell
5,395
-884
-14% -$42.1K ﹤0.01% 1960
2025
Q1 		$298K Sell
6,279
-713
-10% -$33.7K ﹤0.01% 1677
2024
Q4 		$328K Sell
6,992
-15,173
-68% -$718K ﹤0.01% 1541
2024
Q3 		$1.06M Sell
22,165
-23,527
-51% -$1.12M ﹤0.01% 999
2024
Q2 		$2.15M Buy
45,692
+45,115
+7,819% +$2.12M 0.01% 629
2024
Q1 		$27K Sell
577
-1,222
-68% -$57.4K ﹤0.01% 2702
2023
Q4 		$85K Buy
1,799
+1,299
+260% +$60.5K ﹤0.01% 1852
2023
Q3 		$23K Sell
500
-1,065
-68% -$49.5K ﹤0.01% 2592
2023
Q2 		$73K Buy
+1,565
New +$72.9K ﹤0.01% 1739

Other funds holding DFSD

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return
PCI
Planning Center Inc Moline, Illinois $987M AUM 12.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
VT
Vise Technologies New York $5.09B AUM 22.62% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 48% in Q1 2026, selling an estimated $266K and leaving 6,031 shares worth $289K. The position accounts for ﹤0.01% of the portfolio, ranked #2410.

Carson Wealth (CWM LLC) first reported a position in DFSD in Q2 2023 and has held it in 12 quarters since. The position peaked at $2.15M in Q2 2024. 427 funds tracked by Wall St. Rank hold DFSD as of Q1 2026.

  • Carson Wealth (CWM LLC) held 6,031 shares of Dimensional Short-Duration Fixed Income ETF worth $289K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 5,531 Dimensional Short-Duration Fixed Income ETF shares in Q1 2026, an estimated $266K.
  • Dimensional Short-Duration Fixed Income ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2410 holding.
  • Carson Wealth (CWM LLC) first reported a position in Dimensional Short-Duration Fixed Income ETF in Q2 2023 and has held it in 12 quarters since.
  • Carson Wealth (CWM LLC)'s Dimensional Short-Duration Fixed Income ETF position peaked at $2.15M in Q2 2024.
  • 427 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q1 2026.

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