Porter White Investment Advisors

Porter White Investment Advisors as of Dec. 31, 2022

Portfolio Holdings for Porter White Investment Advisors

Porter White Investment Advisors holds 20 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC) 46.3 $52M 2.2M 24.28
Dimensional Etf Trust Us Mktwide Value (DFUV) 27.4 $31M 923k 33.48
Dimensional Etf Trust World Ex Us Core (DFAX) 6.5 $7.3M 338k 21.60
Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 4.7 $5.4M 112k 47.81
Dimensional Etf Trust Us Targeted Vlu (DFAT) 3.9 $4.4M 101k 43.95
Vanguard World Fds Utilities Etf (VPU) 2.4 $2.7M 17k 153.36
Dimensional Etf Trust Internatnal Val (DFIV) 2.2 $2.5M 83k 30.40
Dimensional Etf Trust Us Small Cap Val (DFSV) 1.0 $1.2M 48k 24.77
Dimensional Etf Trust Intl Small Cap V (DISV) 0.9 $1.1M 48k 22.21
Dimensional Etf Trust Intl Core Equity (DFIC) 0.7 $779k 35k 22.35
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.6 $710k 14k 51.15
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.6 $651k 30k 21.95
Dimensional Etf Trust Core Fixed Incom (DFCF) 0.5 $571k 14k 41.52
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.5 $537k 1.5k 351.30
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.4 $431k 16k 27.02
Dimensional Etf Trust Emerging Mkts Va (DFEV) 0.4 $396k 18k 22.61
Dimensional Etf Trust Short Duration F (DFSD) 0.3 $375k 8.1k 46.09
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.3 $310k 12k 25.04
Dimensional Etf Trust Us Real Estate E (DFAR) 0.2 $274k 13k 21.15
Dimensional Etf Trust Us Equity Etf (DFUS) 0.2 $202k 4.9k 41.61