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Cloud Capital Management’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Cloud Capital Management’s Portfolio DFAX Stock Details DFAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$8.54M Sell
251,277
-30,304
-11% -$1.05M 3.72% 6
2025
Q4 		$9.22M Buy
281,581
+3,460
+1% +$110K 4.35% 4
2025
Q3 		$8.73M Sell
278,121
-6,277
-2% -$191K 4.6% 4
2025
Q2 		$8.42M Sell
284,398
-25,026
-8% -$689K 5.25% 4
2025
Q1 		$8.11M Buy
+309,424
New +$8.03M 5.76% 3

Other funds holding DFAX

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AF
Alerus Financial Grand Forks, North Dakota $2.02B AUM 26.03% 1-Year Est. Return
GWA
Geometric Wealth Advisors Washington, District of Columbia $799M AUM 22.19% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MWA
Monograph Wealth Advisors Manhattan Beach, California $1.05B AUM 23.2% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

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

Cloud Capital Management reduced its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 11% in Q1 2026, selling an estimated $1.05M and leaving 251,277 shares worth $8.54M. The position accounts for 3.72% of the portfolio, ranked #6.

Cloud Capital Management first reported a position in DFAX in Q1 2025 and has held it in 5 quarters since. The position peaked at $9.22M in Q4 2025. 694 funds tracked by Wall St. Rank hold DFAX as of Q1 2026.

  • Cloud Capital Management held 251,277 shares of Dimensional World ex US Core Equity 2 ETF worth $8.54M as of Q1 2026.
  • Cloud Capital Management sold 30,304 Dimensional World ex US Core Equity 2 ETF shares in Q1 2026, an estimated $1.05M.
  • Dimensional World ex US Core Equity 2 ETF made up 3.72% of Cloud Capital Management's portfolio in Q1 2026, its #6 holding.
  • Cloud Capital Management first reported a position in Dimensional World ex US Core Equity 2 ETF in Q1 2025 and has held it in 5 quarters since.
  • Cloud Capital Management's Dimensional World ex US Core Equity 2 ETF position peaked at $9.22M in Q4 2025.
  • 694 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q1 2026.

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