Institutional Fund
Trust Co Of The South
Greensboro, NCCIK 20081655 filings on record
Portfolio Value
$621.90M
Q1 2026
Holdings
142
Reported positions
New Buys
12
Opened this quarter
QoQ Change
+0.0%
from $621.82M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Dimensional ETF Trust18.0%
- Dimensional ETF Trust13.5%
- Dimensional ETF Trust8.1%
- Vanguard Index Fds6.9%
- Dimensional ETF Trust5.8%
- Vanguard Index Fds4.1%
- Other43.7%
Portfolio Holdings
142 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 1.79M | $111.82M | 18.0% | −30.2K | Reduced |
| 2 | Dimensional ETF Trust | 1.73M | $83.70M | 13.5% | −34.9K | Reduced |
| 3 | Dimensional ETF Trust | 1.30M | $50.61M | 8.1% | +12.9K | Added |
| 4 | Vanguard Index Fds | 71.6K | $42.79M | 6.9% | +3.7K | Added |
| 5 | Dimensional ETF Trust | 1.01M | $35.99M | 5.8% | +2.2K | Added |
| 6 | Vanguard Index Fds | 87.8K | $25.20M | 4.1% | −4.7K | Reduced |
| 7 | Vanguard Index Fds | 56.7K | $24.79M | 4.0% | +967 | Added |
| 8 | Apple Inc | 96.2K | $24.40M | 3.9% | +2.7K | Added |
| 9 | Dimensional ETF Trust | 444.9K | $15.59M | 2.5% | −1.3K | Reduced |
| 10 | Vanguard Index Fds | 55.6K | $14.57M | 2.3% | −2.9K | Reduced |
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