Cloud Capital Management’s U.S. Core Equity 2 Portfolio ETF Class Shares DFAC Stock Holding History

Cloud Capital Management’s Portfolio DFAC Stock Details DFAC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$42.7M	Buy	962,620 +76,420	+9%	+$3.27M	15.58%	1
2026 Q1	$34.4M	Buy	886,200 +149,084	+20%	+$6.01M	15.01%	1
2025 Q4	$29.2M	Buy	737,116 +64,560	+10%	+$2.52M	13.79%	1
2025 Q3	$25.9M	Buy	672,556 +30,092	+5%	+$1.12M	13.67%	1
2025 Q2	$23.5M	Sell	642,464 -45,325	-7%	-$1.51M	14.67%	1
2025 Q1	$22.7M	Buy	+687,789	New	+$23.9M	16.11%	1

Other funds holding DFAC

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Greenspring Advisors Towson, Maryland $1.8B AUM 22.29% 1-Year Est. Return

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Cloud Capital Management's DFAC Position: Q2 2026 in Review

Cloud Capital Management increased its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 8.6% in Q2 2026, buying an estimated $3.27M and bringing the position to 962,620 shares worth $42.7M. The position accounts for 15.58% of the portfolio, ranked #1.

Cloud Capital Management first reported a position in DFAC in Q1 2025 and has held it in 6 quarters since. 1,224 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

Cloud Capital Management held 962,620 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $42.7M as of Q2 2026.
Cloud Capital Management bought 76,420 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q2 2026, an estimated $3.27M.
U.S. Core Equity 2 Portfolio ETF Class Shares made up 15.58% of Cloud Capital Management's portfolio in Q2 2026, its #1 holding.
Cloud Capital Management first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q1 2025 and has held it in 6 quarters since.
1,224 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q2 2026.

Based on Cloud Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.