Cloud Capital Management, LLC Dimensional ETF Tr U S Core Eq Transaction History
Cloud Capital Management, LLC
- $141 Million
- Q1 2025
A detailed history of Cloud Capital Management, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Cloud Capital Management, LLC holds 687,789 shares of DFAC stock, worth $22.2 Million. This represents 16.11% of its overall portfolio holdings.
Number of Shares
687,789Holding current value
$22.2 Million% of portfolio
16.11%Shares
1 transactions
Others Institutions Holding DFAC
# of Institutions
1,070Shares Held
804MCall Options Held
40KPut Options Held
0-
Envestnet Asset Management Inc52.2MShares$1.69 Billion0.58% of portfolio
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Mercer Global Advisors Inc Denver, CO46.5MShares$1.5 Billion3.97% of portfolio
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Forum Financial Management, LP Lombard, IL37.6MShares$1.22 Billion25.73% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.21 Billion13.39% of portfolio
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Lpl Financial LLC Fort Mill, SC18.2MShares$588 Million0.26% of portfolio