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Cloud Capital Management’s Dimensional US Core Equity 2 ETF 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
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
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.64B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Cloud Capital Management's DFAC Position: Q1 2026 in Review

Cloud Capital Management increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 20% in Q1 2026, buying an estimated $6.01M and bringing the position to 886,200 shares worth $34.4M. The position accounts for 15.01% of the portfolio, ranked #1.

Cloud Capital Management first reported a position in DFAC in Q1 2025 and has held it in 5 quarters since. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

  • Cloud Capital Management held 886,200 shares of Dimensional US Core Equity 2 ETF worth $34.4M as of Q1 2026.
  • Cloud Capital Management bought 149,084 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $6.01M.
  • Dimensional US Core Equity 2 ETF made up 15.01% of Cloud Capital Management's portfolio in Q1 2026, its #1 holding.
  • Cloud Capital Management first reported a position in Dimensional US Core Equity 2 ETF in Q1 2025 and has held it in 5 quarters since.
  • 1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Cloud Capital Management's 13F filing for Q1 2026, filed 12 May 2026.