Carson Wealth (CWM LLC)
DGCB icon

Carson Wealth (CWM LLC)’s Dimensional Global Credit ETF DGCB Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio DGCB Stock Details DGCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$44.9K Sell
829
-159
-16% -$8.67K ﹤0.01% 3895
2025
Q4 		$54K Buy
988
+213
+27% +$11.7K ﹤0.01% 3544
2025
Q3 		$43K Hold
775
– – ﹤0.01% 3641
2025
Q2 		$42K Hold
775
– – ﹤0.01% 3410
2025
Q1 		$41K Buy
775
+5
+0.6% +$265 ﹤0.01% 3136
2024
Q4 		$41K Buy
770
+241
+46% +$12.9K ﹤0.01% 2945
2024
Q3 		$29K Buy
+529
New +$28.5K ﹤0.01% 3110
2024
Q1 		– Sell
-393
Closed -$21K – 4398
2023
Q4 		$21K Buy
+393
New +$20.4K ﹤0.01% 2738

Other funds holding DGCB

VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return
IAS
Integrity Advisory Solutions Dallas, Texas $972M AUM 20.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
IA
Integrity Alliance Urbandale, Iowa $3.2B AUM 23.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TAWM
Three Arch Wealth Management Irvine, California $652M AUM
TWC
Tencap Wealth Coaching South Jordan, Utah $315M AUM
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
AFA
AA Financial Advisors Columbus, Ohio $832M AUM 20.55% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Dimensional Global Credit ETF (DGCB) stake by 16% in Q1 2026, selling an estimated $8.67K and leaving 829 shares worth $44.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3895.

Carson Wealth (CWM LLC) first reported a position in DGCB in Q4 2023 and has held it in 8 quarters since. The position peaked at $54K in Q4 2025. 123 funds tracked by Wall St. Rank hold DGCB as of Q1 2026.

  • Carson Wealth (CWM LLC) held 829 shares of Dimensional Global Credit ETF worth $44.9K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 159 Dimensional Global Credit ETF shares in Q1 2026, an estimated $8.67K.
  • Dimensional Global Credit ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3895 holding.
  • Carson Wealth (CWM LLC) first reported a position in Dimensional Global Credit ETF in Q4 2023 and has held it in 8 quarters since.
  • Carson Wealth (CWM LLC)'s Dimensional Global Credit ETF position peaked at $54K in Q4 2025.
  • 123 funds tracked by Wall St. Rank held Dimensional Global Credit ETF as of Q1 2026.

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