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Porter White Investment Advisors

Latest statistics and disclosures from Porter White Investment Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are DFAC, DFUV, AVUV, DFAX, AVDV, and represent 71.44% of Porter White Investment Advisors's stock portfolio.
Added to shares of these 10 stocks: DFGX, DFIP, Stone Ridge Tr, DFSD, DFCF, DGCB, DFUV, DFNM, AVUV, DFSV.
Started 1 new stock position in Stone Ridge Tr.
Reduced shares in these 10 stocks: DUSB, Stone Ridge Tr, Stone Ridge Tr, DFAC, Stone Ridge Tr, AVDV, DFAX, DFEM, DFIV, DFIC.
Sold out of its positions in Stone Ridge Tr, Stone Ridge Tr, Stone Ridge Tr.
Porter White Investment Advisors was a net buyer of stock by $3.9M.
Porter White Investment Advisors has $233M in assets under management (AUM), dropping by 8.45%.
Central Index Key (CIK): 0001612457

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Portfolio Holdings for Porter White Investment Advisors

Porter White Investment Advisors holds 35 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC)	40.4	$94M		2.4M	38.57	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	18.5	$43M		965k	44.69	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	4.7	$11M		109k	99.53	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	4.1	$9.6M		305k	31.38	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	3.8	$8.8M		99k	89.03	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	3.3	$7.7M	+2%	160k	47.98	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	2.3	$5.5M	+19%	128k	42.76	View chart
Vanguard World Utilities Etf (VPU)	2.3	$5.4M		29k	189.41	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	2.3	$5.4M		164k	32.79	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	2.1	$4.9M		84k	58.21	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	2.0	$4.6M		99k	46.12	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	1.7	$3.9M		123k	32.07	View chart
Dimensional Etf Trust Global Ex Us Cor (DFGX)	1.4	$3.4M	+54%	62k	53.96	View chart
Dimensional Etf Trust Short Duration F (DFSD)	1.4	$3.3M	+39%	68k	48.19	View chart
Dimensional Etf Trust Inflation Prote (DFIP)	1.3	$3.1M	+53%	74k	42.23	View chart
Dimensional Etf Trust Global Real Est (DFGR)	1.2	$2.7M		98k	27.31	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	0.9	$2.2M		66k	32.90	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.8	$1.8M		59k	31.53	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.6	$1.3M		12k	108.70	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.5	$1.3M		40k	31.84	View chart
Dimensional Etf Trust Global Cr Etf (DGCB)	0.5	$1.1M	+104%	19k	55.45	View chart
Stone Ridge Tr Lifex 2055 Infla	0.5	$1.1M	NEW	4.3k	244.03	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	0.4	$1.0M		43k	23.85	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	0.4	$1.0M		32k	31.89	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.4	$970k	-2%	27k	35.69	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.4	$857k		1.4k	612.60	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.3	$787k		22k	36.35	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.3	$757k		11k	68.46	View chart
Dimensional Etf Trust Ultrashort Fixed (DUSB)	0.2	$575k	-50%	11k	50.78	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.2	$481k	-3%	11k	45.76	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.2	$395k		5.5k	72.26	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.2	$352k		4.9k	72.44	View chart
American Centy Etf Tr International Lr (AVIV)	0.1	$312k		4.6k	67.44	View chart
Dimensional Etf Trust World Equity Etf (DFAW)	0.1	$240k		3.3k	71.88	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.1	$239k		3.2k	75.11	View chart

Past Filings by Porter White Investment Advisors

SEC 13F filings are viewable for Porter White Investment Advisors going back to 2025

Porter White Investment Advisors 2025 Q3 filed Oct. 22, 2025
Porter White Investment Advisors 2025 Q2 filed July 17, 2025
Porter White Investment Advisors 2022 Q4 filed July 15, 2025
Porter White Investment Advisors 2023 Q1 filed July 15, 2025
Porter White Investment Advisors 2023 Q2 filed July 15, 2025
Porter White Investment Advisors 2023 Q3 filed July 15, 2025
Porter White Investment Advisors 2023 Q4 filed July 15, 2025
Porter White Investment Advisors 2024 Q1 filed July 15, 2025
Porter White Investment Advisors 2024 Q3 filed July 7, 2025
Porter White Investment Advisors 2024 Q2 filed July 7, 2025
Porter White Investment Advisors 2024 Q4 filed June 16, 2025
Porter White Investment Advisors 2025 Q1 filed May 30, 2025

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