SEC 13F Intelligence

Cloud Capital Management, LLC / DFIV

Cloud Capital Management, LLC’s Dimensional Etf Trust Position

Does Cloud Capital Management, LLC own Dimensional Etf Trust (DFIV)? Yes — 46.8K shares worth $2M (+1.07% of its 13F portfolio) as of Q1 2026, up from 45.5K shares the prior filed quarter.

Position Value
$2M
Q1 2026
Shares
46.8K
% of Portfolio
+1.07%
Quarters Held
5
currently held

Position History DFIV

Reported value by quarter
Q1 ’25: $2MQ1 ’25Q2 ’25: $2MQ2 ’25Q3 ’25: $2MQ3 ’25Q4 ’25: $2MQ4 ’25Q1 ’26: $2MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202646.8K$2M+1.07%
Q4 202545.5K$2M+1.07%
Q3 202544.5K$2M+1.08%
Q2 202544.3K$2M+1.20%
Q1 202543.7K$2M+1.22%

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 DFIV.