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Home > Institutional Investor > Trust Co Of The South > 13F Holdings

Instuitional Investor - Trust Co Of The South

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Dimensional Etf Trust
 DFAC 1,754,110 $122,612,035 17.26%
2.
Dimensional Etf Trust
 DFAC 1,722,466 $94,753,009 13.34%
3.
Dimensional Etf Trust
 DFAC 1,301,185 $57,720,448 8.13%
4.
Vanguard S&P 500
 72,294 $49,652,242 6.99%
5.
Dimensional Etf Trust
 DFAC 1,065,016 $39,682,591 5.59%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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