SEC 13F Intelligence

Cloud Capital Management, LLC / DFIC

Cloud Capital Management, LLC’s Dimensional Etf Trust Position

Does Cloud Capital Management, LLC own Dimensional Etf Trust (DFIC)? Yes — 316.0K shares worth $11M (+4.89% of its 13F portfolio) as of Q1 2026, up from 228.8K shares the prior filed quarter.

Position Value
$11M
Q1 2026
Shares
316.0K
% of Portfolio
+4.89%
Quarters Held
5
currently held

Position History DFIC

Reported value by quarter
Q1 ’25: $4MQ1 ’25Q2 ’25: $5MQ2 ’25Q3 ’25: $6MQ3 ’25Q4 ’25: $8MQ4 ’25Q1 ’26: $11MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026316.0K$11M+4.89%
Q4 2025228.8K$8M+3.72%
Q3 2025185.9K$6M+3.21%
Q2 2025163.4K$5M+3.17%
Q1 2025130.7K$4M+2.58%

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 DFIC.