Carson Wealth (CWM LLC)’s Dimensional International Sustainability Core 1 ETF DFSI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.97K	Buy	+70	New	+$3.1K	﹤0.01%	5188

Other funds holding DFSI

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

MPW

MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return

AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return

QFA

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

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Francis Financial $610M AUM 16.1% 1-Year Est. Return

AWP

Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

FOA

Five Oceans Advisors Santa Monica, California $311M AUM 27.35% 1-Year Est. Return

Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return

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

Carson Wealth (CWM LLC) opened a new position in Dimensional International Sustainability Core 1 ETF (DFSI) in Q1 2026: 70 shares worth $2.97K. The stake represents ﹤0.01% of the portfolio and ranks #5188 among its holdings.

229 funds tracked by Wall St. Rank hold DFSI as of Q1 2026.

Carson Wealth (CWM LLC) held 70 shares of Dimensional International Sustainability Core 1 ETF worth $2.97K as of Q1 2026.
Dimensional International Sustainability Core 1 ETF was a new Carson Wealth (CWM LLC) position in Q1 2026.
Dimensional International Sustainability Core 1 ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5188 holding.
229 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q1 2026.

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