Carson Wealth (CWM LLC)
DIHP icon

Carson Wealth (CWM LLC)’s Dimensional International High Profitability ETF DIHP Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio DIHP Stock Details DIHP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$221K Sell
6,872
-6,095
-47% -$202K ﹤0.01% 2654
2025
Q4 		$411K Buy
12,967
+3,634
+39% +$113K ﹤0.01% 2039
2025
Q3 		$284K Buy
9,333
+1
+0% +$30 ﹤0.01% 2177
2025
Q2 		$275K Buy
9,332
+278
+3% +$7.82K ﹤0.01% 1933
2025
Q1 		$244K Sell
9,054
-1,149
-11% -$30.7K ﹤0.01% 1793
2024
Q4 		$257K Sell
10,203
-2,519
-20% -$66.2K ﹤0.01% 1680
2024
Q3 		$352K Buy
12,722
+5,411
+74% +$145K ﹤0.01% 1467
2024
Q2 		$192K Buy
7,311
+2,211
+43% +$58.7K ﹤0.01% 1606
2024
Q1 		$137K Hold
5,100
– – ﹤0.01% 1700
2023
Q4 		$131K Buy
5,100
+4,269
+514% +$102K ﹤0.01% 1606
2023
Q3 		$19K Buy
+831
New +$20.1K ﹤0.01% 2707

Other funds holding DIHP

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
PFG
Premier Financial Group Eureka, California $587M AUM 21.88% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Dimensional International High Profitability ETF (DIHP) stake by 47% in Q1 2026, selling an estimated $202K and leaving 6,872 shares worth $221K. The position accounts for ﹤0.01% of the portfolio, ranked #2654.

Carson Wealth (CWM LLC) first reported a position in DIHP in Q3 2023 and has held it in 11 quarters since. The position peaked at $411K in Q4 2025. 358 funds tracked by Wall St. Rank hold DIHP as of Q1 2026.

  • Carson Wealth (CWM LLC) held 6,872 shares of Dimensional International High Profitability ETF worth $221K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 6,095 Dimensional International High Profitability ETF shares in Q1 2026, an estimated $202K.
  • Dimensional International High Profitability ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2654 holding.
  • Carson Wealth (CWM LLC) first reported a position in Dimensional International High Profitability ETF in Q3 2023 and has held it in 11 quarters since.
  • Carson Wealth (CWM LLC)'s Dimensional International High Profitability ETF position peaked at $411K in Q4 2025.
  • 358 funds tracked by Wall St. Rank held Dimensional International High Profitability ETF as of Q1 2026.

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