account_balance
Investment manager · 13F filer · SEC CIK 2008165
Trust Co of the South
Reported value$714Mas of Sep 30, 2026
Positions140 1 new, 7 sold out
Top 10 weight68.4%DFAT alone is 15%
FiledOct 2121 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
DFATDimensional U.S. Targeted Value
15.2%Trimmed −7%
DFUVDimensional U.S. Marketwide Val
12.2%Trimmed −8%
DFACDimensional U.S. Core Equity 2
8.8%Added +9%
VOOVanguard S&P 500
7.2%
DFICDfa Dimensional Intl Core Equit
6.3%Added +12%
VUGVanguard Growth ETF
5.3%Added +14%
AAPLApple Inc.
4.4%
VOVanguard Mid-Cap ETF
4.1%Added +4%
DFEMDfa Dimensional Emerging MKTS C
2.6%
DFSVDfa U.S. Small Cap Value ETF
2.3%
DFAXDimensional World Ex U.S. Core
2.3%
VBVanguard Small-Cap ETF
2.3%
DFATDimensional U.S. Targeted Value
15.2%Trimmed −7%
DFUVDimensional U.S. Marketwide Val
12.2%Trimmed −8%
DFACDimensional U.S. Core Equity 2
8.8%+9%
VOOVanguard S&P 500
7.2%
DFICDfa Dimensional Intl Core Equit
6.3%+12%
VUGVanguard Growth ETF
5.3%
AAPLApple Inc.
4.4%
VOVanguard Mid-Cap ETF
4.1%
DFEM
DFSV
DFAX
VB
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
DFAT Dimensional U.S. Targeted Value 15.2% Trimmed −7%
DFUV Dimensional U.S. Marketwide Val 12.2% Trimmed −8%
DFAC Dimensional U.S. Core Equity 2 8.8% Added +9%
VOO Vanguard S&P 500 7.2% Held
DFIC Dfa Dimensional Intl Core Equit 6.3% Added +12%
VUG Vanguard Growth ETF 5.3% Added +14%
AAPL Apple Inc. 4.4% HeldVO Vanguard Mid-Cap ETF 4.1% Added +4%
DFEM Dfa Dimensional Emerging MKTS C 2.6% Added +13%
DFSV Dfa U.S. Small Cap Value ETF 2.3% Added +8%
DFAX Dimensional World Ex U.S. Core 2.3% Added +22%
VB Vanguard Small-Cap ETF 2.3% Held
What changed
Biggest moves since Jun 30, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.