Trust Co of the South »

DFA Tax-Managed US Marketwide Value II shares owned by Trust Co of the South

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

Historical chart of Trust Co of the South 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 Trust Co of the South consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in DFA Tax-Managed US Marketwide Value II by Trust Co of the South

Quarter filed Position value Share count Share price at filing
2024-03-31 $77M 1.9M 40.90
2023-12-31 $72M 1.9M 37.22

More positions owned by Trust Co of the South

Dimensional U.s. Targeted Value Mutual Funds (DFAT)
Dimensional U.s. Marketwide Val Mutual Funds (DFUV)
Dimensional U.s. Core Equity 2 Mutual Funds (DFAC)
Vanguard S&p 500 Mutual Funds (VOO)
SPDR S&P 500 Mutual Funds (SPY)
Vanguard Mid-cap Etf Mutual Funds (VO)
Live Oak Bancshares Equities (LOB)
Apple Computer Equities (AAPL)
Dimensional World Ex U.s. Core Mutual Funds (DFAX)
Vanguard Small-cap Etf Mutual Funds (VB)
Vanguard Ftse Developed Mkts Et Mutual Funds (VEA)
Dfa Dimensional Intl Core Equit Mutual Funds (DFIC)
Microsoft Corporation Equities (MSFT)
Ishares S&p Midcap 400 Mutual Funds (IJH)
Ncino Equities (NCNO)

View all positions for Trust Co of the South

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