Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Dimensional US Large Cap Vector ETF DFVX Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio DFVX Stock Details DFVX Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$80K Hold
2025
Q4 		$80K Buy