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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 70.43% of Porter White Investment Advisors's stock portfolio.
Added to shares of these 10 stocks: Stone Ridge Tr, DFCF, DUSB, DFIP, DFGX, DFSD, DFNM, DFUV, AVUV, DGCB.
Started 1 new stock position in Stone Ridge Tr.
Reduced shares in these 10 stocks: DFAC, AVDV, DFIC, DFEM, DFIV, DFAW, DISV, DFEV, DFLV, DFAT.
Porter White Investment Advisors was a net buyer of stock by $4.5M.
Porter White Investment Advisors has $244M in assets under management (AUM), dropping by 4.70%.
Central Index Key (CIK): 0001612457

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Positions held by Porter White Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Porter White Investment Advisors

Porter White Investment Advisors holds 36 positions in its portfolio as reported in the December 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)	39.3	$96M		2.4M	39.59	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	18.6	$45M		974k	46.59	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	4.7	$12M	+3%	113k	101.98	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	4.1	$10M		305k	32.73	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	3.7	$9.1M	-2%	97k	93.97	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	3.3	$8.1M	+5%	169k	48.17	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	2.5	$6.2M	+13%	145k	42.56	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	2.2	$5.4M	-3%	158k	34.46	View chart
Vanguard World Utilities Etf (VPU)	2.2	$5.3M		29k	185.05	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	2.1	$5.0M		84k	59.54	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	2.0	$4.8M	-3%	96k	49.90	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	1.6	$3.9M	-3%	118k	33.08	View chart
Dimensional Etf Trust Global Ex Us Cor (DFGX)	1.6	$3.9M	+18%	74k	52.63	View chart
Dimensional Etf Trust Short Duration F (DFSD)	1.5	$3.8M	+14%	78k	47.95	View chart
Dimensional Etf Trust Inflation Prote (DFIP)	1.5	$3.7M	+21%	89k	41.56	View chart
Dimensional Etf Trust Global Real Est (DFGR)	1.1	$2.7M	+4%	103k	26.42	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	0.9	$2.3M		66k	34.21	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.8	$1.9M		59k	32.57	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.5	$1.3M		41k	32.89	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.5	$1.3M		12k	111.78	View chart
Dimensional Etf Trust Ultrashort Fixed (DUSB)	0.5	$1.3M	+118%	25k	50.65	View chart
Stone Ridge Tr Lifex 2065 Inf	0.5	$1.2M	NEW	4.4k	281.75	View chart
Dimensional Etf Trust Global Cr Etf (DGCB)	0.5	$1.2M	+18%	23k	54.24	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	0.4	$1.1M		32k	33.74	View chart
Stone Ridge Tr Lifex 2055 Infla	0.4	$1.0M		4.3k	239.64	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	0.4	$1.0M	+4%	45k	22.90	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.4	$1.0M		27k	38.00	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.4	$883k		1.4k	627.51	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.3	$827k		22k	38.11	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.3	$770k		11k	69.67	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.2	$493k		11k	46.80	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.2	$414k		5.5k	75.77	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.1	$361k		4.9k	74.17	View chart
American Centy Etf Tr International Lr (AVIV)	0.1	$330k		4.6k	71.23	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.1	$245k		3.2k	77.02	View chart
Dimensional Etf Trust World Equity Etf (DFAW)	0.1	$223k	-9%	3.0k	73.98	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 Q4 filed Jan. 29, 2026
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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