Carson Wealth (CWM LLC)
DUHP icon

Carson Wealth (CWM LLC)’s Dimensional US High Profitability ETF DUHP Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio DUHP Stock Details DUHP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$143K Sell
3,898
-45,828
-92% -$1.76M ﹤0.01% 2989
2025
Q4 		$1.89M Buy
49,726
+9,129
+22% +$346K 0.01% 1171
2025
Q3 		$1.53M Buy
40,597
+912
+2% +$33.4K ﹤0.01% 1207
2025
Q2 		$1.41M Sell
39,685
-3,650
-8% -$122K 0.01% 1087
2025
Q1 		$1.44M Buy
43,335
+11,733
+37% +$403K 0.01% 963
2024
Q4 		$1.07M Buy
31,602
+12,927
+69% +$447K ﹤0.01% 1047
2024
Q3 		$636K Buy
18,675
+16,611
+805% +$544K ﹤0.01% 1223
2024
Q2 		$66K Buy
+2,064
New +$64.2K ﹤0.01% 2265
2024
Q1 		– Sell
-121
Closed -$3K – 4408
2023
Q4 		$3K Sell
121
-2,297
-95% -$61.5K ﹤0.01% 3681
2023
Q3 		$62K Buy
+2,418
New +$64.6K ﹤0.01% 1937

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FFM
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PFA
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AF
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AC
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FPAS
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FG
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