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Porter White Investment Advisors

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

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 34 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC)	41.4	$84M	2.5M	32.98	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	19.5	$40M	958k	41.17	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	4.8	$9.8M	112k	87.17	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	4.2	$8.5M	324k	26.20	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	3.6	$7.2M	104k	69.74	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	2.5	$5.0M	179k	27.77	View chart
Vanguard World Utilities Etf (VPU)	2.4	$4.9M	29k	170.81	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	2.3	$4.7M	99k	47.57	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	2.2	$4.4M	111k	39.36	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	2.1	$4.3M	84k	51.49	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	2.1	$4.2M	99k	42.06	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	1.7	$3.4M	129k	26.46	View chart
Dimensional Etf Trust Global Real Est (DFGR)	1.1	$2.3M	86k	26.26	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	1.1	$2.2M	71k	30.57	View chart
Dimensional Etf Trust Short Duration F (DFSD)	1.0	$2.0M	42k	47.52	View chart
Dimensional Etf Trust Inflation Prote (DFIP)	0.9	$1.9M	45k	42.11	View chart
Dimensional Etf Trust Global Ex Us Cor (DFGX)	0.9	$1.8M	34k	52.25	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.8	$1.5M	59k	25.89	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.7	$1.4M	50k	28.15	View chart
Dimensional Etf Trust Ultrashort Fixed (DUSB)	0.5	$1.1M	22k	50.73	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.5	$1.1M	12k	92.38	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	0.5	$1.1M	40k	27.05	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	0.5	$1.0M	42k	23.77	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.4	$828k	28k	29.12	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.4	$720k	1.4k	514.19	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.3	$703k	23k	31.23	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.3	$663k	11k	59.75	View chart
Stone Ridge Tr Lifex 2052 Infla	0.2	$496k	2.6k	188.81	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.2	$418k	11k	38.44	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.2	$357k	5.5k	65.21	View chart
Dimensional Etf Trust Global Cr Etf (DGCB)	0.2	$310k	5.8k	53.17	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.1	$294k	4.9k	60.48	View chart
American Centy Etf Tr International Lr (AVIV)	0.1	$263k	4.6k	56.68	View chart
Dimensional Etf Trust World Equity Etf (DFAW)	0.1	$203k	3.3k	61.28	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 Q1 filed May 30, 2025

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