SEC 13F Intelligence

Cloud Capital Management, LLC / DFAX

Cloud Capital Management, LLC’s Dimensional Etf Trust Position

Does Cloud Capital Management, LLC own Dimensional Etf Trust (DFAX)? Yes — 251.3K shares worth $9M (+3.72% of its 13F portfolio) as of Q1 2026, down from 281.6K shares the prior filed quarter.

Position Value
$9M
Q1 2026
Shares
251.3K
% of Portfolio
+3.72%
Quarters Held
5
currently held

Position History DFAX

Reported value by quarter
Q1 ’25: $8MQ1 ’25Q2 ’25: $8MQ2 ’25Q3 ’25: $9MQ3 ’25Q4 ’25: $9MQ4 ’25Q1 ’26: $9MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026251.3K$9M+3.72%
Q4 2025281.6K$9M+4.35%
Q3 2025278.1K$9M+4.60%
Q2 2025284.4K$8M+5.25%
Q1 2025309.4K$8M+5.76%

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 DFAX.