Cloud Capital Management, LLC Dimensional ETF Tr Transaction History
Cloud Capital Management, LLC
- $141 Million
- Q1 2025
A detailed history of Cloud Capital Management, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Cloud Capital Management, LLC holds 309,424 shares of DFAX stock, worth $8.34 Million. This represents 5.76% of its overall portfolio holdings.
Number of Shares
309,424Holding current value
$8.34 Million% of portfolio
5.76%Shares
1 transactions
Others Institutions Holding DFAX
# of Institutions
585Shares Held
245MCall Options Held
2KPut Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$303 Million3.18% of portfolio
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Envestnet Asset Management Inc7.7MShares$208 Million0.07% of portfolio
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Lpl Financial LLC Fort Mill, SC7.58MShares$204 Million0.08% of portfolio
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Geometric Wealth Advisors7.56MShares$204 Million35.57% of portfolio
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Commonwealth Equity Services, LLC6.03MShares$162 Million0.22% of portfolio