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Corus Family Wealth Advisors

Portfolio Manager
Corus Family Wealth Advisors
Performance
-4.86% (2026 Q1)
AUM (13F)
$122.80M
# of Holdings
69
Performance Rank
Allocation (Top 20)
80.6%

Corus Family Wealth Advisors Holdings Map

Top 50 Corus Family Wealth Advisors Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
DFAC
DIMENSIONAL ETF TRUST
17.9%565.8K$22.0M
+7.57%(+39.81K)
2025-Q1: 422.4K shares2025-Q2: 469.2K shares2025-Q3: 497.1K shares2025-Q4: 526.0K shares2026-Q1: 565.8K shares
$30.53(+41.58%)
2026-03-31
FISV
FISERV INC
12.57%276.7K$15.4M
-0.72%(-2.00K)
2025-Q1: 278.8K shares2025-Q2: 278.7K shares2025-Q3: 278.8K shares2025-Q4: 278.7K shares2026-Q1: 276.7K shares
$106.15(-50.66%)
2026-03-31
AAPL
APPLE INC
7.48%36.2K$9.2M
-0.84%(-305)
2025-Q1: 75.3K shares2025-Q2: 74.7K shares2025-Q3: 47.5K shares2025-Q4: 36.5K shares2026-Q1: 36.2K shares
$158.85(+88.15%)
2026-03-31
DHR
DANAHER CORP DEL
6.16%39.9K$7.6M
+0.33%(+130)
2025-Q1: 39.6K shares2025-Q2: 39.7K shares2025-Q3: 39.7K shares2025-Q4: 39.8K shares2026-Q1: 39.9K shares
$254.01(-34.65%)
2026-03-31
DXUV
DIMENSIONAL ETF TRUST
5.41%112.0K$6.6M
+40.52%(+32.29K)
2025-Q1: 0 shares2025-Q2: 37.2K shares2025-Q3: 60.9K shares2025-Q4: 79.7K shares2026-Q1: 112.0K shares
$56.32(+14.96%)
2026-03-31
DUHP
DIMENSIONAL ETF TRUST
4.04%135.1K$5.0M
+17.52%(+20.14K)
2025-Q1: 71.2K shares2025-Q2: 90.5K shares2025-Q3: 102.0K shares2025-Q4: 114.9K shares2026-Q1: 135.1K shares
$30.76(+29.72%)
2026-03-31
DFIC
DIMENSIONAL ETF TRUST
3.98%137.6K$4.9M
+18.27%(+21.25K)
2025-Q1: 92.4K shares2025-Q2: 86.0K shares2025-Q3: 103.4K shares2025-Q4: 116.3K shares2026-Q1: 137.6K shares
$28.30(+34.56%)
2026-03-31
DFIV
DIMENSIONAL ETF TRUST
2.97%69.2K$3.7M
+8.42%(+5.38K)
2025-Q1: 70.9K shares2025-Q2: 73.6K shares2025-Q3: 76.6K shares2025-Q4: 63.8K shares2026-Q1: 69.2K shares
$35.28(+57.75%)
2026-03-31
DFSV
DIMENSIONAL ETF TRUST
2.94%103.0K$3.6M
+5.04%(+4.94K)
2025-Q1: 51.8K shares2025-Q2: 78.9K shares2025-Q3: 79.9K shares2025-Q4: 98.1K shares2026-Q1: 103.0K shares
$27.98(+31.30%)
2026-03-31
DISV
DIMENSIONAL ETF TRUST
2.52%78.4K$3.1M
+8.67%(+6.26K)
2025-Q1: 56.5K shares2025-Q2: 60.1K shares2025-Q3: 73.6K shares2025-Q4: 72.2K shares2026-Q1: 78.4K shares
$28.04(+50.86%)
2026-03-31

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