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Cloud Capital Management’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Cloud Capital Management’s Portfolio DFAT Stock Details DFAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$834K Buy
13,371
+7,816
+141% +$496K 0.36% 46
2025
Q4 		$330K Buy
5,555
+215
+4% +$12.5K 0.16% 73
2025
Q3 		$310K Buy
5,340
+79
+2% +$4.5K 0.16% 67
2025
Q2 		$284K Sell
5,261
-3,679
-41% -$187K 0.18% 67
2025
Q1 		$460K Buy
+8,940
New +$492K 0.33% 37

Other funds holding DFAT

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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 $7.79B AUM 20.38% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
JTWM
Jackson Thornton Wealth Management Montgomery, Alabama $1.11B AUM 22.53% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

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

Cloud Capital Management increased its Dimensional US Targeted Value ETF (DFAT) stake by 141% in Q1 2026, buying an estimated $496K and bringing the position to 13,371 shares worth $834K. The position accounts for 0.36% of the portfolio, ranked #46.

Cloud Capital Management first reported a position in DFAT in Q1 2025 and has held it in 5 quarters since. 817 funds tracked by Wall St. Rank hold DFAT as of Q1 2026.

  • Cloud Capital Management held 13,371 shares of Dimensional US Targeted Value ETF worth $834K as of Q1 2026.
  • Cloud Capital Management bought 7,816 Dimensional US Targeted Value ETF shares in Q1 2026, an estimated $496K.
  • Dimensional US Targeted Value ETF made up 0.36% of Cloud Capital Management's portfolio in Q1 2026, its #46 holding.
  • Cloud Capital Management first reported a position in Dimensional US Targeted Value ETF in Q1 2025 and has held it in 5 quarters since.
  • 817 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q1 2026.

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