Advertisement
Screener

Corus Family Wealth Advisors Last Quarter Change: USA ETF, Sold Out

Corus Family Wealth Advisors quarter change: USA ETF, Sold out

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Corus Family Wealth Advisors opened 7 positions, added to 12, reduced 3, sold out of 5 and left 3 unchanged. The largest increase in value was DFAC (+$25,688,808); the largest decrease was DFAC (-$21,985,845).

  • DFAC: Country of operation —; Class US CORE EQUITY 2; Shares 2026-03-31 565,771; Shares 2026-06-30 0.
  • DUHP: Country of operation —; Class US HIGH PROFITAB; Shares 2026-03-31 135,083; Shares 2026-06-30 0.
  • DFSV: Country of operation —; Class US SMALL CAP VAL; Shares 2026-03-31 103,031; Shares 2026-06-30 0.
  • AVXC: Country of operation —; Class AVANTIS EMERGING; Shares 2026-03-31 17,871; Shares 2026-06-30 0.

Two Form 13F-HR filings compared (SEC CIK 1894830): 2026-03-31 (filed 2026-04-29) and 2026-06-30 (filed 2026-07-30). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.

StockCountry of operationClassShares 2026-03-31Shares 2026-06-30Share changeValue 2026-03-31Value 2026-06-30Value change
DFAC
DIMENSIONAL ETF TRUST
US CORE EQUITY 2565,7710-565,771$21,985,845$0-$21,985,845
DUHP
DIMENSIONAL ETF TRUST
US HIGH PROFITAB135,0830-135,083$4,965,648$0-$4,965,648
DFSV
DIMENSIONAL ETF TRUST
US SMALL CAP VAL103,0310-103,031$3,610,198$0-$3,610,198
AVXC
AMERICAN CENTY ETF TR
AVANTIS EMERGING17,8710-17,871$1,208,657$0-$1,208,657
DUSB
DIMENSIONAL ETF TRUST
ULTRASHORT FIXED8,8510-8,851$448,812$0-$448,812

Similar Firms

Firm NameCountry13F ValueHoldings
Geremia Financial Services, LLCUnited States$0.123B10
KRAEMATON INVESTMENT ADVISORS, INCUnited States$0.123B99
Templeton & Phillips Capital Management, LLCUnited States$0.123B55
Adelphi Trust CoUnited States$0.123B182
Blake Schutter Theil Wealth Advisors, LLCUnited States$0.123B111
Boreal Capital Management LLCUnited States$0.123B501
ARBOR CAPITAL MANAGEMENT INC /ADVUnited States$0.123B101
Aristotle Pacific Capital, LLCUnited States$0.123B5
Moneda S.A. Administradora General de FondosChile$0.123B25
MISHPACHA HOLDINGS CORPBrazil$0.123B3