Top 50 Corus Family Wealth Advisors Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 17.9% | 565.8K | $22.0M | +7.57%(+39.81K) | $30.53(+41.58%) | 2026-03-31 | |
| FISV | FISERV INC | 12.57% | 276.7K | $15.4M | -0.72%(-2.00K) | $106.15(-50.66%) | 2026-03-31 | |
| AAPL | APPLE INC | 7.48% | 36.2K | $9.2M | -0.84%(-305) | $158.85(+88.15%) | 2026-03-31 | |
| DHR | DANAHER CORP DEL | 6.16% | 39.9K | $7.6M | +0.33%(+130) | $254.01(-34.65%) | 2026-03-31 | |
| DXUV | DIMENSIONAL ETF TRUST | 5.41% | 112.0K | $6.6M | +40.52%(+32.29K) | $56.32(+14.96%) | 2026-03-31 | |
| DUHP | DIMENSIONAL ETF TRUST | 4.04% | 135.1K | $5.0M | +17.52%(+20.14K) | $30.76(+29.72%) | 2026-03-31 | |
| DFIC | DIMENSIONAL ETF TRUST | 3.98% | 137.6K | $4.9M | +18.27%(+21.25K) | $28.30(+34.56%) | 2026-03-31 | |
| DFIV | DIMENSIONAL ETF TRUST | 2.97% | 69.2K | $3.7M | +8.42%(+5.38K) | $35.28(+57.75%) | 2026-03-31 | |
| DFSV | DIMENSIONAL ETF TRUST | 2.94% | 103.0K | $3.6M | +5.04%(+4.94K) | $27.98(+31.30%) | 2026-03-31 | |
| DISV | DIMENSIONAL ETF TRUST | 2.52% | 78.4K | $3.1M | +8.67%(+6.26K) | $28.04(+50.86%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +5.07% | +15.98% |
| Top 20 Holdings Unweighted | +8.98% | +29.44% |
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