Corus Family Wealth Advisors DFAC holdings history
DIMENSIONAL US CORE EQUITY 2 · CUSIP 25434V708 · CIK 1894830
As of 2026-06-30, Corus Family Wealth Advisors reported 579.10K DFAC (shares), valued at $25.69M, or 17.69% of its reported non-derivative portfolio. Filed 2026-07-30.
Verify history & sources →Shares increased 2.36%; reported value increased 16.84%, and weight changed -0.21 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 | 17.69% | 579,098 | SEC filing ↗Filed Jul 30, 2026 |
| Q1 2026 | 17.90% | 565,771 | SEC filing ↗Filed Apr 29, 2026 |
| Q4 2025 | 16.62% | 525,961 | SEC filing ↗Filed Feb 4, 2026 |
| Q3 2025 | 14.10% | 497,143 | SEC filing ↗Filed Nov 18, 2025 |
| Q2 2025 | 11.89% | 469,236 | SEC filing ↗Filed Jul 29, 2025 |
| Q1 2025 | 9.55% | 422,421 | SEC filing ↗Filed May 7, 2025 |
| Q4 2024 | 9.51% | 408,245 | SEC filing ↗Filed Jan 31, 2025 |
| Q3 2024 | 9.81% | 402,232 | SEC filing ↗Filed Oct 18, 2024 |
| Q2 2024 | 10.53% | 386,952 | SEC filing ↗Filed Aug 6, 2024 |
| Q1 2024 | 10.53% | 386,952 | SEC filing ↗Filed May 13, 2024 |
| Q4 2023 | 10.01% | 378,321 | SEC filing ↗Filed Feb 12, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 10.01% | 378,321 | $11.06M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Feb 12, 2024 |
| Q1 2024 | 10.53% | 386,952 | $12.36M | Shares increased 2.28%; reported value increased 11.80%, and weight changed +0.52 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 13, 2024 |
| Q2 2024 | 10.53% | 386,952 | $12.36M | Shares unchanged; reported value increased 0.00%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 6, 2024 |
| Q3 2024 | 9.81% | 402,232 | $13.79M | Shares increased 3.95%; reported value increased 11.56%, and weight changed -0.72 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 18, 2024 |
| Q4 2024 | 9.51% | 408,245 | $14.12M | Shares increased 1.49%; reported value increased 2.38%, and weight changed -0.30 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 31, 2025 |
| Q1 2025 | 9.55% | 422,421 | $13.94M | Shares increased 3.47%; reported value decreased 1.31%, and weight changed +0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 7, 2025 |
| Q2 2025 | 11.89% | 469,236 | $16.82M | Shares increased 11.08%; reported value increased 20.68%, and weight changed +2.34 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 29, 2025 |
| Q3 2025 | 14.10% | 497,143 | $19.17M | Shares increased 5.95%; reported value increased 14.02%, and weight changed +2.21 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 18, 2025 |
| Q4 2025 | 16.62% | 525,961 | $20.82M | Shares increased 5.80%; reported value increased 8.59%, and weight changed +2.52 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 4, 2026 |
| Q1 2026 | 17.90% | 565,771 | $21.99M | Shares increased 7.57%; reported value increased 5.59%, and weight changed +1.28 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 29, 2026 |
| Q2 2026 | 17.69% | 579,098 | $25.69M | Shares increased 2.36%; reported value increased 16.84%, and weight changed -0.21 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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