Carson Wealth (CWM LLC)’s Dimensional US Marketwide Value ETF DFUV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.41M | Buy |
80,712
+2,654
| +3% | +$112K | 0.01% | 726 |
|
|
2025
Q1 | $3.22M | Buy |
78,058
+3,053
| +4% | +$126K | 0.01% | 654 |
|
|
2024
Q4 | $3.07M | Sell |
75,005
-15,981
| -18% | -$654K | 0.01% | 616 |
|
|
2024
Q3 | $3.79M | Buy |
90,986
+7,207
| +9% | +$300K | 0.02% | 508 |
|
|
2024
Q2 | $3.29M | Buy |
83,779
+54,776
| +189% | +$2.15M | 0.02% | 514 |
|
|
2024
Q1 | $1.19M | Buy |
29,003
+641
| +2% | +$26.2K | 0.01% | 793 |
|
|
2023
Q4 | $1.06M | Buy |
28,362
+5,133
| +22% | +$191K | 0.01% | 784 |
|
|
2023
Q3 | $790K | Sell |
23,229
-2,060
| -8% | -$70.1K | ﹤0.01% | 831 |
|
|
2023
Q2 | $872K | Buy |
25,289
+1,319
| +6% | +$45.5K | 0.01% | 761 |
|
|
2023
Q1 | $803K | Buy |
23,970
+1,222
| +5% | +$40.9K | 0.01% | 718 |
|
|
2022
Q4 | $762K | Hold |
22,748
| – | – | 0.01% | 685 |
|
|
2022
Q3 | $674K | Hold |
22,748
| – | – | 0.01% | 668 |
|
|
2022
Q2 | $719K | Buy |
+22,748
| New | +$719K | 0.01% | 646 |
|