Carson Wealth (CWM LLC)
DFVX icon

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
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$80K Hold
1,077
– – ﹤0.01% 3450
2025
Q4 		$80K Buy
+1,077
New +$79K ﹤0.01% 3228

Other funds holding DFVX

HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
W
Wealthquest Cincinnati, Ohio $1.41B AUM 14.87% 1-Year Est. Return
CW
Curio Wealth Annapolis, Maryland $293M AUM 14.23% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
ELM
Elite Life Management Sarasota, Florida $80M AUM 23.03% 1-Year Est. Return
MHS
M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
MWA
Medallion Wealth Advisors Farmington, Connecticut $306M AUM 16.91% 1-Year Est. Return
USWIA
UP Strategic Wealth Investment Advisors Pittsburgh, Pennsylvania $159M AUM 24.31% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its Dimensional US Large Cap Vector ETF (DFVX) position steady in Q1 2026 at 1,077 shares worth $80K. The position accounts for ﹤0.01% of the portfolio, ranked #3450.

Carson Wealth (CWM LLC) first reported a position in DFVX in Q4 2025 and has held it in 2 quarters since. 41 funds tracked by Wall St. Rank hold DFVX as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,077 shares of Dimensional US Large Cap Vector ETF worth $80K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its Dimensional US Large Cap Vector ETF share count unchanged in Q1 2026.
  • Dimensional US Large Cap Vector ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3450 holding.
  • Carson Wealth (CWM LLC) first reported a position in Dimensional US Large Cap Vector ETF in Q4 2025 and has held it in 2 quarters since.
  • 41 funds tracked by Wall St. Rank held Dimensional US Large Cap Vector ETF as of Q1 2026.

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