Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Trust Co of the South (CIK 2008165) reported $621.9M across 142 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DFAT ($111.8M, 17.98%), DFUV ($83.7M, 13.46%), DFAC ($50.6M, 8.14%), VOO ($42.8M, 6.88%), DFIC ($36.0M, 5.79%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFAT | DIMENSIONAL U.S. TARGETED VALUE | $111.8M | 17.98% | 1.8M | Trimmed |
| 2 | DFUV | DIMENSIONAL U.S. MARKETWIDE VAL | $83.7M | 13.46% | 1.7M | Trimmed |
| 3 | DFAC | DIMENSIONAL U.S. CORE EQUITY 2 | $50.6M | 8.14% | 1.3M | Added |
| 4 | VOO | VANGUARD S&P 500 | $42.8M | 6.88% | 71,613 | Added |
| 5 | DFIC | DFA DIMENSIONAL INTL CORE EQUIT | $36.0M | 5.79% | 1.0M | Added |
| 6 | VO | VANGUARD MID-CAP ETF | $25.2M | 4.05% | 87,750 | Trimmed |
| 7 | VUG | VANGUARD GROWTH ETF | $24.8M | 3.99% | 56,748 | Added |
| 8 | AAPL | APPLE COMPUTER INC | $24.4M | 3.92% | 96,158 | Added |
| 9 | DFSV | DFA U.S. SMALL CAP VALUE ETF | $15.6M | 2.51% | 444,932 | Trimmed |
| 10 | VB | VANGUARD SMALL-CAP ETF | $14.6M | 2.34% | 55,631 | Trimmed |
| 11 | VEA | VANGUARD FTSE DEVELOPED MKTS ET | $13.9M | 2.23% | 216,384 | Trimmed |
| 12 | DFAX | DIMENSIONAL WORLD EX U.S. CORE | $12.4M | 2.00% | 365,715 | Added |
| 13 | DFEM | DFA DIMENSIONAL EMERGING MKTS C | $11.7M | 1.88% | 338,197 | Added |
| 14 | VTV | VANGUARD VALUE ETF | $11.6M | 1.86% | 58,892 | Trimmed |
| 15 | VBK | VANGUARD SMALL CAP GROWTH ETF | $8.6M | 1.37% | 28,288 | Added |
| 16 | MSFT | MICROSOFT CORPORATION | $7.3M | 1.17% | 19,684 | Added |
| 17 | BRK/B | BERKSHIRE HATHAWAY INC DELCL B | $6.3M | 1.01% | 13,106 | Added |
| 18 | VWO | VANGUARD FTSE EMERGING MARKETS | $5.6M | 0.91% | 104,345 | Trimmed |
| 19 | LOB | LIVE OAK BANCSHARES INC | $5.5M | 0.89% | 167,500 | Hold |
| 20 | IVV | ISHARES CORE S&P 500 | $4.8M | 0.78% | 7,416 | Trimmed |
| 21 | RY | ROYAL BANK OF CANADA | $4.3M | 0.70% | 26,873 | Hold |
| 22 | AMZN | AMAZON.COM INC | $3.6M | 0.58% | 17,195 | Added |
| 23 | WMT | WAL-MART STORES INC | $3.4M | 0.55% | 27,642 | Trimmed |
| 24 | SPY | SPDR S&P 500 | $3.1M | 0.51% | 4,835 | Hold |
| 25 | GOOG | ALPHABET INC CL C | $2.9M | 0.47% | 10,113 | Added |
Source: SEC Form 13F filings · as of 2026-03-31