Number of Shares
1.78 Mil
Current Holdings Value*
$75.45 Mil
% of Portfolio
13.4%
Total Estimate Gain
$16.47 Mil
% of Total Estimate Gain
24.71%

Trust Co of the South's Dimensional US Marketwide Value ETF Holding Summary

As of 2025-06-30, Trust Co of the South held 1.78 Mil shares of Dimensional US Marketwide Value ETF(DFUV), totaling $75.45 Mil. This investment constitutes 13.4% of their stock portfolio, and Trust Co of the South now holds 0.65% of the outstanding Dimensional US Marketwide Value ETF(DFUV) stock.

The initial trade took place in 2023Q4. In addition, there have been 6 sales at an average price of $39.79 for 151,729.00 shares. Based on historical transaction data and DFUV's current price of $43.19, Trust Co of the South's estimated gain on his DFUV holdings is $16.47 Mil, reflecting a 24.71% gain to date.

Trust Co of the South DFUV ($43.19) Holding Chart

Trust Co of the South DFUV ($43.19) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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