Corus Family Wealth Advisors DXUV holdings history
DIMENSIONAL US VTOR EQTY ETF · CUSIP 25434V559 · CIK 1894830
As of 2026-06-30, Corus Family Wealth Advisors reported 118.19K DXUV (shares), valued at $7.86M, or 5.41% of its reported non-derivative portfolio. Filed 2026-07-30.
Verify history & sources →Shares increased 5.56%; reported value increased 18.27%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 5.41% | 118,194 | SEC filing ↗Filed Jul 30, 2026 |
| Q1 2026 | 5.41% | 111,973 | SEC filing ↗Filed Apr 29, 2026 |
| Q4 2025 | 3.80% | 79,682 | SEC filing ↗Filed Feb 4, 2026 |
| Q3 2025 | 2.62% | 60,886 | SEC filing ↗Filed Nov 18, 2025 |
| Q2 2025 | 1.43% | 37,247 | SEC filing ↗Filed Jul 29, 2025 |
| Q1 2025 | Not reported | Not reported | — |
| Q4 2024 | Not reported | Not reported | — |
| Q3 2024 | Not reported | Not reported | — |
| Q2 2024 | Not reported | Not reported | — |
| Q1 2024 | Not reported | Not reported | — |
| Q4 2023 | Not reported | Not reported | — |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q1 2024 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q2 2024 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q3 2024 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q4 2024 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q1 2025 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q2 2025 | 1.43% | 37,247 | $2.02M | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed Jul 29, 2025 |
| Q3 2025 | 2.62% | 60,886 | $3.56M | Shares increased 63.47%; reported value increased 76.15%, and weight changed +1.19 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 18, 2025 |
| Q4 2025 | 3.80% | 79,682 | $4.76M | Shares increased 30.87%; reported value increased 33.87%, and weight changed +1.18 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 4, 2026 |
| Q1 2026 | 5.41% | 111,973 | $6.65M | Shares increased 40.52%; reported value increased 39.51%, and weight changed +1.61 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 29, 2026 |
| Q2 2026 | 5.41% | 118,194 | $7.86M | Shares increased 5.56%; reported value increased 18.27%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 30, 2026 |
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This page includes 11 of 11 reported holdings. Sign in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.