Porter White Investment Advisors

Porter White Investment Advisors as of Sept. 30, 2023

Portfolio Holdings for Porter White Investment Advisors

Porter White Investment Advisors holds 26 positions in its portfolio as reported in the September 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) 44.2 $58M 2.2M 26.20
Dimensional Etf Trust Us Mktwide Value (DFUV) 24.5 $32M 943k 34.02
Dimensional Etf Trust World Ex Us Core (DFAX) 5.5 $7.2M 318k 22.52
Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 4.5 $5.9M 126k 46.47
Dimensional Etf Trust Us Targeted Vlu (DFAT) 3.4 $4.4M 97k 45.69
American Centy Etf Tr Us Sml Cp Valu (AVUV) 2.4 $3.2M 41k 77.95
American Centy Etf Tr Intl Smcp Vlu (AVDV) 2.1 $2.8M 48k 57.85
Dimensional Etf Trust Internatnal Val (DFIV) 2.1 $2.7M 82k 32.62
Vanguard World Fds Utilities Etf (VPU) 1.9 $2.5M 19k 127.54
Dimensional Etf Trust Core Fixed Incom (DFCF) 1.7 $2.3M 56k 40.37
Dimensional Etf Trust Intl Core Equity (DFIC) 1.0 $1.3M 55k 23.35
Dimensional Etf Trust Us Small Cap Val (DFSV) 0.8 $1.1M 43k 25.34
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.8 $1.0M 45k 22.57
American Centy Etf Tr Us Eqt Etf (AVUS) 0.7 $871k 12k 73.26
Dimensional Etf Trust Intl Small Cap V (DISV) 0.7 $865k 36k 23.78
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.6 $733k 14k 52.49
Dimensional Etf Trust Emerging Mkts Va (DFEV) 0.5 $632k 27k 23.67
Dimensional Etf Trust Us Real Estate E (DFAR) 0.4 $562k 29k 19.52
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.4 $534k 21k 26.11
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $530k 1.4k 392.56
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.4 $528k 18k 29.95
Dimensional Etf Trust Short Duration F (DFSD) 0.4 $491k 11k 46.38
American Centy Etf Tr Us Large Cap Vlu (AVLV) 0.2 $288k 5.5k 52.68
Dimensional Etf Trust Emerging Mkts Co (DFEM) 0.2 $269k 12k 23.31
Dimensional Etf Trust Us Equity Etf (DFUS) 0.2 $226k 4.9k 46.55
American Centy Etf Tr International Lr (AVIV) 0.2 $220k 4.6k 48.14