Carson Wealth (CWM LLC)’s Dimensional US Equity ETF DFUS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.03M | Sell |
60,076
-3,076
| -5% | -$206K | 0.01% | 659 |
|
|
2025
Q1 | $3.82M | Sell |
63,152
-877
| -1% | -$53K | 0.02% | 603 |
|
|
2024
Q4 | $4.08M | Buy |
64,029
+3,564
| +6% | +$227K | 0.02% | 525 |
|
|
2024
Q3 | $3.76M | Buy |
60,465
+2,171
| +4% | +$135K | 0.02% | 512 |
|
|
2024
Q2 | $3.43M | Buy |
58,294
+7,576
| +15% | +$446K | 0.02% | 504 |
|
|
2024
Q1 | $2.89M | Buy |
50,718
+667
| +1% | +$38K | 0.01% | 536 |
|
|
2023
Q4 | $2.59M | Buy |
50,051
+4,283
| +9% | +$222K | 0.01% | 528 |
|
|
2023
Q3 | $2.13M | Sell |
45,768
-1,092
| -2% | -$50.8K | 0.01% | 530 |
|
|
2023
Q2 | $2.26M | Buy |
46,860
+3,337
| +8% | +$161K | 0.01% | 493 |
|
|
2023
Q1 | $1.93M | Buy |
43,523
+3,121
| +8% | +$139K | 0.01% | 484 |
|
|
2022
Q4 | $1.68M | Sell |
40,402
-1,098
| -3% | -$45.7K | 0.01% | 471 |
|
|
2022
Q3 | $1.61M | Sell |
41,500
-146
| -0.4% | -$5.67K | 0.01% | 445 |
|
|
2022
Q2 | $1.7M | Buy |
+41,646
| New | +$1.7M | 0.01% | 427 |
|
|
2022
Q1 | – | Sell |
-40,644
| Closed | -$2.1M | – | 3565 |
|
|
2021
Q4 | $2.1M | Buy |
+40,644
| New | +$2.1M | 0.01% | 420 |
|
|
2021
Q2 | $1.92M | Hold |
40,644
| – | – | 0.02% | 436 |
|
|
2021
Q1 | $1.92M | Hold |
40,644
| – | – | 0.02% | 436 |
|
|
2020
Q4 | $1.92M | Hold |
40,644
| – | – | 0.02% | 436 |
|
|
2020
Q3 | $1.92M | Hold |
40,644
| – | – | 0.02% | 436 |
|
|
2020
Q2 | $1.92M | Hold |
40,644
| – | – | 0.02% | 436 |
|
|
2020
Q1 | $1.92M | Hold |
40,644
| – | – | 0.02% | 436 |
|
|
2019
Q4 | $1.92M | Hold |
40,644
| – | – | 0.02% | 436 |
|
|
2019
Q3 | $1.92M | Hold |
40,644
| – | – | 0.02% | 436 |
|
|
2019
Q2 | $1.92M | Hold |
40,644
| – | – | 0.02% | 436 |
|
|
2019
Q1 | $1.92M | Buy |
+40,644
| New | +$1.92M | 0.02% | 436 |
|