Colonial Trust Co / SC »

DFA Tax-Managed US Marketwide Value II shares owned by Colonial Trust Co / SC

Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Colonial Trust Co / SC from 13F filings

Historical chart of Colonial Trust Co / SC investment in DFA Tax-Managed US Marketwide Value II

Tip: Access up to 7 years of quarterly data

All positions including DFA Tax-Managed US Marketwide Value II held by Colonial Trust Co / SC consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in DFA Tax-Managed US Marketwide Value II by Colonial Trust Co / SC

Quarter filed Position value Share count Share price at filing
2023-09-30 $375k 11k 34.02
2023-06-30 $420k 12k 34.50
2023-03-31 $425k 13k 33.48
2022-12-31 $425k 13k 33.48
2022-09-30 $373k 13k 29.62

More positions owned by Colonial Trust Co / SC

Apple Stock (AAPL)
Microsoft Corp Stock (MSFT)
Lilly Eli & Co Stock (LLY)
Ishares Core S&p 500 Etf Etf (IVV)
Ishares Core Dividend Growth Etf Etf (DGRO)
Unitedhealth Group Stock (UNH)
Johnson & Johnson Stock (JNJ)
Amazon Stock (AMZN)
Home Depot Stock (HD)
Visa Inc Com Cl A Stock (V)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Jpmorgan Chase & Co Stock (JPM)
Ishares Floating Rate Bond Etf Etf (FLOT)
Pepsico Stock (PEP)
Chevron Corp Stock (CVX)

View all positions for Colonial Trust Co / SC

Top funds holding DFA Tax-Managed US Marketwide Value II

Mercer Global Advisors
Savant Capital Management
Buckingham Asset Management
CI Private Wealth
Plan
Resource Consulting Group
Creative Planning
Wealth Enhancement Advisory Services
Modera Wealth Management
HPM Partners
Ml & R Wealth Management
TCI Wealth Advisors
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Truepoint
Trust Co of the South

View all funds holding DFA Tax-Managed US Marketwide Value II