Carson Wealth (CWM LLC)
DFUS

Carson Wealth (CWM LLC)’s Dimensional US Equity ETF DFUS Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio DFUS Stock Details DFUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.4M Buy
47,973
+773
+2% +$57.3K 0.01% 970
2025
Q4 		$3.5M Sell
47,200
-128
-0.3% -$9.4K 0.01% 926
2025
Q3 		$3.43M Sell
47,328
-12,748
-21% -$888K 0.01% 867
2025
Q2 		$4.03M Sell
60,076
-3,076
-5% -$190K 0.01% 659
2025
Q1 		$3.82M Sell
63,152
-877
-1% -$56K 0.02% 603
2024
Q4 		$4.08M Buy
64,029
+3,564
+6% +$229K 0.02% 525
2024
Q3 		$3.76M Buy
60,465
+2,171
+4% +$130K 0.02% 513
2024
Q2 		$3.43M Buy
58,294
+7,576
+15% +$431K 0.02% 505
2024
Q1 		$2.89M Buy
50,718
+667
+1% +$36.1K 0.01% 537
2023
Q4 		$2.59M Buy
50,051
+4,283
+9% +$207K 0.01% 529
2023
Q3 		$2.13M Sell
45,768
-1,092
-2% -$52.8K 0.01% 531
2023
Q2 		$2.26M Buy
46,860
+3,337
+8% +$152K 0.01% 494
2023
Q1 		$1.93M Buy
43,523
+3,121
+8% +$136K 0.01% 485
2022
Q4 		$1.68M Sell
40,402
-1,098
-3% -$45.9K 0.01% 473
2022
Q3 		$1.61M Sell
41,500
-146
-0.4% -$6.28K 0.01% 447
2022
Q2 		$1.7M Buy
+41,646
New +$1.85M 0.01% 428
2022
Q1 		– Sell
-40,644
Closed -$2.1M – 3583
2021
Q4 		$2.1M Buy
+40,644
New +$2.04M 0.01% 421
2021
Q2 		$1.92M Buy
+40,644
New +$1.89M 0.02% 437

Other funds holding DFUS

Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
VT
Vise Technologies New York $5.09B AUM 22.62% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Dimensional US Equity ETF (DFUS) stake by 1.6% in Q1 2026, buying an estimated $57.3K and bringing the position to 47,973 shares worth $3.4M. The position accounts for 0.01% of the portfolio, ranked #970.

Carson Wealth (CWM LLC) first reported a position in DFUS in Q2 2021 and has held it in 18 quarters since. The position peaked at $4.08M in Q4 2024. 852 funds tracked by Wall St. Rank hold DFUS as of Q1 2026.

  • Carson Wealth (CWM LLC) held 47,973 shares of Dimensional US Equity ETF worth $3.4M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 773 Dimensional US Equity ETF shares in Q1 2026, an estimated $57.3K.
  • Dimensional US Equity ETF made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #970 holding.
  • Carson Wealth (CWM LLC) first reported a position in Dimensional US Equity ETF in Q2 2021 and has held it in 18 quarters since.
  • Carson Wealth (CWM LLC)'s Dimensional US Equity ETF position peaked at $4.08M in Q4 2024.
  • 852 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2026.

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