Carson Wealth (CWM LLC)
DFUV icon

Carson Wealth (CWM LLC)’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio DFUV Stock Details DFUV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$8.09M Buy
167,038
+1,034
+0.6% +$50.7K 0.02% 630
2025
Q4 		$7.73M Buy
166,004
+97,693
+143% +$4.43M 0.02% 607
2025
Q3 		$3.05M Sell
68,311
-12,401
-15% -$540K 0.01% 910
2025
Q2 		$3.41M Buy
80,712
+2,654
+3% +$107K 0.01% 726
2025
Q1 		$3.22M Buy
78,058
+3,053
+4% +$128K 0.01% 654
2024
Q4 		$3.07M Sell
75,005
-15,981
-18% -$678K 0.01% 616
2024
Q3 		$3.79M Buy
90,986
+7,207
+9% +$291K 0.02% 509
2024
Q2 		$3.29M Buy
83,779
+54,776
+189% +$2.17M 0.02% 515
2024
Q1 		$1.19M Buy
29,003
+641
+2% +$24.5K 0.01% 794
2023
Q4 		$1.06M Buy
28,362
+5,133
+22% +$177K 0.01% 785
2023
Q3 		$790K Sell
23,229
-2,060
-8% -$72.2K ﹤0.01% 832
2023
Q2 		$872K Buy
25,289
+1,319
+6% +$44.1K 0.01% 762
2023
Q1 		$803K Buy
23,970
+1,222
+5% +$41.8K 0.01% 720
2022
Q4 		$762K Hold
22,748
– – 0.01% 687
2022
Q3 		$674K Hold
22,748
– – 0.01% 670
2022
Q2 		$719K Buy
+22,748
New +$757K 0.01% 648

Other funds holding DFUV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $78.6B AUM 28.08% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Dimensional US Marketwide Value ETF (DFUV) stake by 0.62% in Q1 2026, buying an estimated $50.7K and bringing the position to 167,038 shares worth $8.09M. The position accounts for 0.02% of the portfolio, ranked #630.

Carson Wealth (CWM LLC) first reported a position in DFUV in Q2 2022 and has held it in 16 quarters since. 768 funds tracked by Wall St. Rank hold DFUV as of Q1 2026.

  • Carson Wealth (CWM LLC) held 167,038 shares of Dimensional US Marketwide Value ETF worth $8.09M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 1,034 Dimensional US Marketwide Value ETF shares in Q1 2026, an estimated $50.7K.
  • Dimensional US Marketwide Value ETF made up 0.02% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #630 holding.
  • Carson Wealth (CWM LLC) first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 16 quarters since.
  • 768 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q1 2026.

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