Cloud Capital Management’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.45M	Buy	80,843 +9,083	+13%	+$477K	1.62%	18
2026 Q1	$3.48M	Buy	71,760 +24,511	+52%	+$1.2M	1.52%	22
2025 Q4	$2.2M	Buy	47,249 +9,040	+24%	+$410K	1.04%	26
2025 Q3	$1.71M	Buy	38,209 +4,249	+13%	+$185K	0.9%	26
2025 Q2	$1.44M	Sell	33,960 -4,849	-12%	-$195K	0.9%	26
2025 Q1	$1.6M	Buy	+38,809	New	+$1.63M	1.13%	23

Other funds holding DFUV

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

IFA

Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

TWA

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

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

Cloud Capital Management increased its Dimensional US Marketwide Value ETF (DFUV) stake by 13% in Q2 2026, buying an estimated $477K and bringing the position to 80,843 shares worth $4.45M. The position accounts for 1.62% of the portfolio, ranked #18.

Cloud Capital Management first reported a position in DFUV in Q1 2025 and has held it in 6 quarters since. 800 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

Cloud Capital Management held 80,843 shares of Dimensional US Marketwide Value ETF worth $4.45M as of Q2 2026.
Cloud Capital Management bought 9,083 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $477K.
Dimensional US Marketwide Value ETF made up 1.62% of Cloud Capital Management's portfolio in Q2 2026, its #18 holding.
Cloud Capital Management first reported a position in Dimensional US Marketwide Value ETF in Q1 2025 and has held it in 6 quarters since.
800 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

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