Carson Wealth (CWM LLC)
DXIV

Carson Wealth (CWM LLC)’s Dimensional International Vector Equity ETF DXIV Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio DXIV Stock Details DXIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-11
Closed -$1K – 5829
2025
Q4 		$1K Buy
+11
New +$689 ﹤0.01% 5322

Other funds holding DXIV

BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
BWS
BCR Wealth Strategies Vestavia, Alabama $319M AUM 14.95% 1-Year Est. Return
FWM
FMB Wealth Management Westlake Village, California $242M AUM 23.44% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
CI
Cordant Inc Portland, Oregon $278M AUM 23.17% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

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

Carson Wealth (CWM LLC) sold out of Dimensional International Vector Equity ETF (DXIV) in Q1 2026, closing a stake of 11 shares — an estimated $1K sold.

Carson Wealth (CWM LLC) first reported a position in DXIV in Q4 2025 and held it in 1 quarter. The position peaked at $1K in Q4 2025. 32 funds tracked by Wall St. Rank hold DXIV as of Q1 2026.

  • Carson Wealth (CWM LLC) reported no remaining Dimensional International Vector Equity ETF position as of Q1 2026 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 11 Dimensional International Vector Equity ETF shares in Q1 2026, an estimated $1K.
  • Carson Wealth (CWM LLC) first reported a position in Dimensional International Vector Equity ETF in Q4 2025 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s Dimensional International Vector Equity ETF position peaked at $1K in Q4 2025.
  • 32 funds tracked by Wall St. Rank held Dimensional International Vector Equity ETF as of Q1 2026.

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