DFAS β€” DIMENSIONAL U.S. SMALL CAP

Ownership history in Cloud Capital Management, LLC  Β·  3 quarters on record

AI Ownership Summary

Cloud Capital Management, LLC reported DIMENSIONAL U.S. SMALL CAP (DFAS) in 3 quarterly 13F filings from 2025 Q1 through 2025 Q4. Peak portfolio weight reached 1.41% in 2025 Q3. The latest visible filing shows DFAS at 1.29% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this DFAS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Cloud Capital Management, LLC's position in DIMENSIONAL U.S. SMALL CAP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

DFAS was reported at 1.29% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.41% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Cloud Capital Management, LLC held DFAS β€” position size vs. price
% of Fund (quarterly)    DFAS price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 39,174 +193 +0.5% 1.29% $3K 2026-02-14 (Est.) $75.49
2025 Q3 ADDED 38,981 +9,589 +32.6% 1.41% $3K 2025-11-03 $67.58
2025 Q1 INITIATED 29,392 β€” β€” 1.25% $2K 2025-04-29 $57.63

FAQ About Cloud Capital Management, LLC and DFAS

These are the practical questions this page is built to answer before you even open the full history table.

How long has Cloud Capital Management, LLC reported owning DFAS?

Cloud Capital Management, LLC reported DFAS across 3 quarterly 13F filings, from 2025 Q1 through 2025 Q4.

What was the largest reported DFAS position in Cloud Capital Management, LLC's portfolio?

The largest reported portfolio weight for DFAS was 1.41% in 2025 Q3.

What is the latest reported DFAS position on this page?

The most recent filing on this page is 2025 Q4, when Cloud Capital Management, LLC reported 39,174 shares, equal to 1.29% of portfolio, with an estimated market value of $3K.

What does the chart on this DFAS ownership page compare?

The chart compares Cloud Capital Management, LLC's quarterly DFAS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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