Carson Wealth (CWM LLC)’s Dimensional US Marketwide Value ETF DFUV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.05M | Sell |
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|
2025
Q2 | $3.41M | Buy |
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|
2025
Q1 | $3.22M | Buy |
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|
2024
Q4 | $3.07M | Sell |
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|
2024
Q3 | $3.79M | Buy |
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|
2024
Q2 | $3.29M | Buy |
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|
2024
Q1 | $1.19M | Buy |
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|
2023
Q4 | $1.06M | Buy |
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|
2023
Q3 | $790K | Sell |
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|
2023
Q2 | $872K | Buy |
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|
2023
Q1 | $803K | Buy |
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|
2022
Q4 | $762K | Hold |
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|
2022
Q3 | $674K | Hold |
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|
2022
Q2 | $719K | Buy |
|