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 Q2	$8.97M	Sell	243,478 -7,799	-3%	-$287K	3.27%	7
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 Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Alerus Financial Grand Forks, North Dakota $2.29B AUM 30.87% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

GWA

Geometric Wealth Advisors Washington, District of Columbia $925M AUM 23.6% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

MWA

Monograph Wealth Advisors Manhattan Beach, California $1.22B AUM 24.22% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $22.7B 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: Q2 2026 in Review

Cloud Capital Management reduced its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 3.1% in Q2 2026, selling an estimated $287K and leaving 243,478 shares worth $8.97M. The position accounts for 3.27% of the portfolio, ranked #7.

Cloud Capital Management first reported a position in DFAX in Q1 2025 and has held it in 6 quarters since. The position peaked at $9.22M in Q4 2025. 712 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

Cloud Capital Management held 243,478 shares of Dimensional World ex US Core Equity 2 ETF worth $8.97M as of Q2 2026.
Cloud Capital Management sold 7,799 Dimensional World ex US Core Equity 2 ETF shares in Q2 2026, an estimated $287K.
Dimensional World ex US Core Equity 2 ETF made up 3.27% of Cloud Capital Management's portfolio in Q2 2026, its #7 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 6 quarters since.
Cloud Capital Management's Dimensional World ex US Core Equity 2 ETF position peaked at $9.22M in Q4 2025.
712 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

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