Carson Wealth (CWM LLC)
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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$43K Hold
1,137
– – ﹤0.01% 3391
2025
Q1 		$38K Hold
1,137
– – ﹤0.01% 3196
2024
Q4 		$38K Buy
+1,137
New +$38K ﹤0.01% 2982