Cloud Capital Management, LLC Dimensional ETF Tr U S Core Eq Transaction History
Cloud Capital Management, LLC
- $152 Million
- Q2 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 642,464 shares of DFAC stock, worth $24.1 Million. This represents 15.1% of its overall portfolio holdings.
Number of Shares
642,464
Previous 687,789
6.59%
Holding current value
$24.1 Million
Previous $22.7 Million
1.48%
% of portfolio
15.1%
Previous 16.11%
Shares
2 transactions
Others Institutions Holding DFAC
# of Institutions
1,120Shares Held
827MCall Options Held
46.6KPut Options Held
600-
Envestnet Asset Management Inc54.8MShares$2.06 Billion0.6% of portfolio
-
Mercer Global Advisors Inc Denver, CO53.8MShares$2.02 Billion4.13% of portfolio
-
Forum Financial Management, LP Lombard, IL38.9MShares$1.46 Billion24.19% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.4 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$654 Million0.22% of portfolio