Carson Wealth (CWM LLC)
DXUV

Carson Wealth (CWM LLC)’s Dimensional US Vector Equity ETF DXUV Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio DXUV Stock Details DXUV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-10
Closed -$1K – 5830
2025
Q4 		$1K Buy
+10
New +$589 ﹤0.01% 5323

Other funds holding DXUV

TWC
Tencap Wealth Coaching South Jordan, Utah $266M AUM
BWS
BCR Wealth Strategies Vestavia, Alabama $319M AUM 14.95% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
FWM
FMB Wealth Management Westlake Village, California $242M AUM 23.44% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
AT
American Trust Lexington, Kentucky $1.13B AUM 17.56% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
SC
Schubert & Co Mckinney, Texas $123M AUM 7.76% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
SHF
Stage Harbor Financial Westwood, Massachusetts $151M AUM 15.9% 1-Year Est. Return

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

Carson Wealth (CWM LLC) sold out of Dimensional US Vector Equity ETF (DXUV) in Q1 2026, closing a stake of 10 shares — an estimated $1K sold.

Carson Wealth (CWM LLC) first reported a position in DXUV in Q4 2025 and held it in 1 quarter. The position peaked at $1K in Q4 2025. 51 funds tracked by Wall St. Rank hold DXUV as of Q1 2026.

  • Carson Wealth (CWM LLC) reported no remaining Dimensional US Vector Equity ETF position as of Q1 2026 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 10 Dimensional US Vector Equity ETF shares in Q1 2026, an estimated $1K.
  • Carson Wealth (CWM LLC) first reported a position in Dimensional US Vector Equity ETF in Q4 2025 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s Dimensional US Vector Equity ETF position peaked at $1K in Q4 2025.
  • 51 funds tracked by Wall St. Rank held Dimensional US Vector Equity ETF as of Q1 2026.

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