Cloud Capital Management’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$781K	Buy	23,078 +331	+1%	+$11.6K	0.34%	49
2025 Q4	$740K	Buy	22,747 +3,437	+18%	+$111K	0.35%	44
2025 Q3	$608K	Buy	19,310 +6,409	+50%	+$193K	0.32%	42
2025 Q2	$378K	Buy	12,901 +2,140	+20%	+$57.4K	0.24%	55
2025 Q1	$278K	Buy	+10,761	New	+$279K	0.2%	54

Other funds holding DFAE

Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

RFP

Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

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

Cloud Capital Management increased its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 1.5% in Q1 2026, buying an estimated $11.6K and bringing the position to 23,078 shares worth $781K. The position accounts for 0.34% of the portfolio, ranked #49.

Cloud Capital Management first reported a position in DFAE in Q1 2025 and has held it in 5 quarters since. 668 funds tracked by Wall St. Rank hold DFAE as of Q1 2026.

Cloud Capital Management held 23,078 shares of Dimensional Emerging Core Equity Market ETF worth $781K as of Q1 2026.
Cloud Capital Management bought 331 Dimensional Emerging Core Equity Market ETF shares in Q1 2026, an estimated $11.6K.
Dimensional Emerging Core Equity Market ETF made up 0.34% of Cloud Capital Management's portfolio in Q1 2026, its #49 holding.
Cloud Capital Management first reported a position in Dimensional Emerging Core Equity Market ETF in Q1 2025 and has held it in 5 quarters since.
668 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q1 2026.

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