SEC 13F Intelligence

Cloud Capital Management, LLC / DFAI

Cloud Capital Management, LLC’s Dimensional Etf Trust Position

Does Cloud Capital Management, LLC own Dimensional Etf Trust (DFAI)? Yes — 109.4K shares worth $4M (+1.86% of its 13F portfolio) as of Q1 2026, up from 75.7K shares the prior filed quarter.

Position Value
$4M
Q1 2026
Shares
109.4K
% of Portfolio
+1.86%
Quarters Held
5
currently held

Position History DFAI

Reported value by quarter
Q1 ’25: $835,000Q1 ’25Q2 ’25: $2MQ2 ’25Q3 ’25: $2MQ3 ’25Q4 ’25: $3MQ4 ’25Q1 ’26: $4MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026109.4K$4M+1.86%
Q4 202575.7K$3M+1.36%
Q3 202563.1K$2M+1.21%
Q2 202560.0K$2M+1.29%
Q1 202526.8K$835,000+0.59%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Cloud Capital Management, LLC’s full portfolio or all institutional holders of DFAI.