Carson Wealth (CWM LLC)
DFSE

Carson Wealth (CWM LLC)’s Dimensional Emerging Markets Sustainability Core 1 ETF DFSE Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio DFSE Stock Details DFSE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$48.2K Hold
1,137
– – ﹤0.01% 3843
2025
Q4 		$47K Hold
1,137
– – ﹤0.01% 3647
2025
Q3 		$47K Hold
1,137
– – ﹤0.01% 3572
2025
Q2 		$43K Hold
1,137
– – ﹤0.01% 3393
2025
Q1 		$38K Hold
1,137
– – ﹤0.01% 3199
2024
Q4 		$38K Buy
+1,137
New +$39.1K ﹤0.01% 2984

Other funds holding DFSE

AC
AWM Capital Phoenix, Arizona $1.1B AUM 15.03% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
FOA
Five Oceans Advisors Santa Monica, California $311M AUM 27.35% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM

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

Carson Wealth (CWM LLC) held its Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) position steady in Q1 2026 at 1,137 shares worth $48.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3843.

Carson Wealth (CWM LLC) first reported a position in DFSE in Q4 2024 and has held it in 6 quarters since. 173 funds tracked by Wall St. Rank hold DFSE as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,137 shares of Dimensional Emerging Markets Sustainability Core 1 ETF worth $48.2K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its Dimensional Emerging Markets Sustainability Core 1 ETF share count unchanged in Q1 2026.
  • Dimensional Emerging Markets Sustainability Core 1 ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3843 holding.
  • Carson Wealth (CWM LLC) first reported a position in Dimensional Emerging Markets Sustainability Core 1 ETF in Q4 2024 and has held it in 6 quarters since.
  • 173 funds tracked by Wall St. Rank held Dimensional Emerging Markets Sustainability Core 1 ETF as of Q1 2026.

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