Porter White Investment Advisors

Porter White Investment Advisors as of March 31, 2023

Portfolio Holdings for Porter White Investment Advisors

Porter White Investment Advisors holds 21 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC) 46.9 $55M 2.1M 25.48
Dimensional Etf Trust Us Mktwide Value (DFUV) 26.1 $31M 910k 33.48
Dimensional Etf Trust World Ex Us Core (DFAX) 6.4 $7.4M 323k 23.06
Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 4.6 $5.4M 112k 48.31
Dimensional Etf Trust Us Targeted Vlu (DFAT) 3.8 $4.4M 99k 44.50
Dimensional Etf Trust Internatnal Val (DFIV) 2.3 $2.7M 84k 32.23
Vanguard World Fds Utilities Etf (VPU) 2.3 $2.7M 18k 147.52
Dimensional Etf Trust Us Small Cap Val (DFSV) 1.1 $1.3M 53k 24.93
Dimensional Etf Trust Intl Small Cap V (DISV) 1.0 $1.2M 49k 23.80
Dimensional Etf Trust Intl Core Equity (DFIC) 0.8 $888k 37k 24.07
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.6 $734k 32k 23.02
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.6 $731k 14k 52.70
Dimensional Etf Trust Core Fixed Incom (DFCF) 0.5 $629k 15k 42.50
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.5 $575k 1.5k 375.99
American Centy Etf Tr Us Eqt Etf (AVUS) 0.4 $517k 7.3k 70.88
Dimensional Etf Trust Emerging Mkts Va (DFEV) 0.4 $461k 20k 23.38
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.4 $460k 16k 28.77
Dimensional Etf Trust Short Duration F (DFSD) 0.4 $435k 9.3k 46.66
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.3 $370k 14k 26.95
Dimensional Etf Trust Us Real Estate E (DFAR) 0.3 $325k 15k 21.49
Dimensional Etf Trust Us Equity Etf (DFUS) 0.2 $216k 4.9k 44.43