Corus Family Wealth Advisors DFSV holdings history
DIMENSIONAL US SMALL CAP VAL · CUSIP 25434V815 · CIK 1894830
As of 2026-06-30, Corus Family Wealth Advisors reported 103.34K DFSV (shares), valued at $4.01M, or 2.76% of its reported non-derivative portfolio. Filed 2026-07-30.
Verify history & sources →Shares increased 0.30%; reported value increased 11.04%, and weight changed -0.18 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 | 2.76% | 103,342 | SEC filing ↗Filed Jul 30, 2026 |
| Q1 2026 | 2.94% | 103,031 | SEC filing ↗Filed Apr 29, 2026 |
| Q4 2025 | 2.57% | 98,092 | SEC filing ↗Filed Feb 4, 2026 |
| Q3 2025 | 1.87% | 79,911 | SEC filing ↗Filed Nov 18, 2025 |
| Q2 2025 | 1.64% | 78,888 | SEC filing ↗Filed Jul 29, 2025 |
| Q1 2025 | 1.00% | 51,834 | SEC filing ↗Filed May 7, 2025 |
| Q4 2024 | 0.95% | 45,793 | SEC filing ↗Filed Jan 31, 2025 |
| Q3 2024 | 0.99% | 45,098 | SEC filing ↗Filed Oct 18, 2024 |
| Q2 2024 | 1.05% | 40,805 | SEC filing ↗Filed Aug 6, 2024 |
| Q1 2024 | 1.05% | 40,805 | SEC filing ↗Filed May 13, 2024 |
| Q4 2023 | 1.01% | 38,397 | SEC filing ↗Filed Feb 12, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 1.01% | 38,397 | $1.12M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Feb 12, 2024 |
| Q1 2024 | 1.05% | 40,805 | $1.23M | Shares increased 6.27%; reported value increased 9.85%, and weight changed +0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 13, 2024 |
| Q2 2024 | 1.05% | 40,805 | $1.23M | 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 | 0.99% | 45,098 | $1.39M | Shares increased 10.52%; reported value increased 13.09%, and weight changed -0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 18, 2024 |
| Q4 2024 | 0.95% | 45,793 | $1.41M | Shares increased 1.54%; reported value increased 1.48%, and weight changed -0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 31, 2025 |
| Q1 2025 | 1.00% | 51,834 | $1.46M | Shares increased 13.19%; reported value increased 3.52%, and weight changed +0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 7, 2025 |
| Q2 2025 | 1.64% | 78,888 | $2.32M | Shares increased 52.19%; reported value increased 59.12%, and weight changed +0.64 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 29, 2025 |
| Q3 2025 | 1.87% | 79,911 | $2.54M | Shares increased 1.30%; reported value increased 9.59%, and weight changed +0.23 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 18, 2025 |
| Q4 2025 | 2.57% | 98,092 | $3.23M | Shares increased 22.75%; reported value increased 26.80%, and weight changed +0.70 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 4, 2026 |
| Q1 2026 | 2.94% | 103,031 | $3.61M | Shares increased 5.04%; reported value increased 11.90%, and weight changed +0.37 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 29, 2026 |
| Q2 2026 | 2.76% | 103,342 | $4.01M | Shares increased 0.30%; reported value increased 11.04%, and weight changed -0.18 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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