SEC 13F Intelligence

Cloud Capital Management, LLC / DFAS

Cloud Capital Management, LLC’s Dimensional Etf Trust Position

Does Cloud Capital Management, LLC own Dimensional Etf Trust (DFAS)? Yes — 40.5K shares worth $3M (+1.25% of its 13F portfolio) as of Q1 2026, up from 39.2K shares the prior filed quarter.

Position Value
$3M
Q1 2026
Shares
40.5K
% of Portfolio
+1.25%
Quarters Held
5
currently held

Position History DFAS

Reported value by quarter
Q1 ’25: $2MQ1 ’25Q2 ’25: $3MQ2 ’25Q3 ’25: $3MQ3 ’25Q4 ’25: $3MQ4 ’25Q1 ’26: $3MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202640.5K$3M+1.25%
Q4 202539.2K$3M+1.29%
Q3 202539.0K$3M+1.41%
Q2 202538.9K$3M+1.56%
Q1 202529.4K$2M+1.25%

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 DFAS.