Carson Wealth (CWM LLC)’s Dimensional US Equity ETF DFUS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.43M | Sell |
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|
2025
Q2 | $4.03M | Sell |
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|
2025
Q1 | $3.82M | Sell |
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|
2024
Q4 | $4.08M | Buy |
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|
2024
Q3 | $3.76M | Buy |
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|
2024
Q2 | $3.43M | Buy |
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|
2024
Q1 | $2.89M | Buy |
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|
2023
Q4 | $2.59M | Buy |
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|
2023
Q3 | $2.13M | Sell |
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|
2023
Q2 | $2.26M | Buy |
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|
2023
Q1 | $1.93M | Buy |
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|
2022
Q4 | $1.68M | Sell |
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|
2022
Q3 | $1.61M | Sell |
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|
2022
Q2 | $1.7M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $2.1M | Buy |
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|
2021
Q2 | $1.92M | Hold |
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|
2021
Q1 | $1.92M | Hold |
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|
2020
Q4 | $1.92M | Hold |
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|
2020
Q3 | $1.92M | Hold |
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|
2020
Q2 | $1.92M | Hold |
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|
2020
Q1 | $1.92M | Hold |
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|
2019
Q4 | $1.92M | Hold |
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|
2019
Q3 | $1.92M | Hold |
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|
2019
Q2 | $1.92M | Hold |
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|
2019
Q1 | $1.92M | Buy |
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