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Cloud Capital Management’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Cloud Capital Management’s Portfolio DFAU Stock Details DFAU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.24M Buy
24,037
+56
+0.2% +$2.8K 0.45% 39
2026
Q1 		$1.08M Buy
+23,981
New +$1.13M 0.47% 39
2025
Q4 		– Sell
-5
Closed – – 466
2025
Q3 		$0 Buy
+5
New +$220 ﹤0.01% 1134
2025
Q2 		– Sell
-2,089
Closed -$80K – 124
2025
Q1 		$80K Buy
+2,089
New +$84.7K 0.06% 133

Other funds holding DFAU

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
AWA
Aquire Wealth Advisors South Jordan, Utah $436M AUM 20.64% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
MJFG
Mars Jewett Financial Group Bellevue, Washington $494M AUM

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

Cloud Capital Management increased its Dimensional US Core Equity Market ETF (DFAU) stake by 0.23% in Q2 2026, buying an estimated $2.8K and bringing the position to 24,037 shares worth $1.24M. The position accounts for 0.45% of the portfolio, ranked #39.

Cloud Capital Management first reported a position in DFAU in Q1 2025 and has held it in 4 quarters since. 601 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

  • Cloud Capital Management held 24,037 shares of Dimensional US Core Equity Market ETF worth $1.24M as of Q2 2026.
  • Cloud Capital Management bought 56 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $2.8K.
  • Dimensional US Core Equity Market ETF made up 0.45% of Cloud Capital Management's portfolio in Q2 2026, its #39 holding.
  • Cloud Capital Management first reported a position in Dimensional US Core Equity Market ETF in Q1 2025 and has held it in 4 quarters since.
  • 601 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

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