Porter White Investment Advisors

Porter White Investment Advisors as of Dec. 31, 2024

Portfolio Holdings for Porter White Investment Advisors

Porter White Investment Advisors holds 32 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC) 43.5 $86M 2.5M 34.59
Dimensional Etf Trust Us Mktwide Value (DFUV) 20.0 $40M 966k 40.92
American Centy Etf Tr Us Sml Cp Valu (AVUV) 5.2 $10M 107k 96.53
Dimensional Etf Trust World Ex Us Core (DFAX) 3.9 $7.7M 308k 24.86
American Centy Etf Tr Intl Smcp Vlu (AVDV) 3.3 $6.4M 99k 65.08
Dimensional Etf Trust Us Targeted Vlu (DFAT) 2.4 $4.8M 85k 55.66
Vanguard World Utilities Etf (VPU) 2.4 $4.7M 29k 163.42
Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 2.4 $4.7M 98k 47.77
Dimensional Etf Trust Intl Core Equity (DFIC) 2.2 $4.4M 169k 25.84
Dimensional Etf Trust Core Fixed Incom (DFCF) 1.9 $3.7M 90k 41.27
Dimensional Etf Trust Internatnal Val (DFIV) 1.8 $3.6M 101k 35.48
Dimensional Etf Trust Emerging Mkts Co (DFEM) 1.6 $3.2M 124k 26.19
Dimensional Etf Trust Global Real Est (DFGR) 1.0 $2.0M 79k 25.54
Dimensional Etf Trust Us Large Cap Val (DFLV) 1.0 $1.9M 65k 30.03
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.8 $1.5M 58k 25.37
Dimensional Etf Trust Us Small Cap Val (DFSV) 0.7 $1.3M 43k 30.78
Dimensional Etf Trust Inflation Prote (DFIP) 0.6 $1.2M 30k 40.49
American Centy Etf Tr Us Eqt Etf (AVUS) 0.6 $1.2M 12k 96.93
Dimensional Etf Trust Short Duration F (DFSD) 0.6 $1.1M 24k 46.88
Dimensional Etf Trust Us Real Estate E (DFAR) 0.5 $1.0M 44k 23.27
Dimensional Etf Trust Ultrashort Fixed (DUSB) 0.5 $952k 19k 50.59
Dimensional Etf Trust Emerging Mkts Va (DFEV) 0.5 $918k 35k 26.21
Dimensional Etf Trust Intl Small Cap V (DISV) 0.4 $823k 31k 26.57
Dimensional Etf Trust Global Ex Us Cor (DFGX) 0.4 $768k 15k 52.32
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $762k 1.4k 538.78
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.4 $723k 11k 65.08
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.3 $633k 22k 29.20
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.2 $437k 11k 40.49
American Centy Etf Tr Us Large Cap Vlu (AVLV) 0.2 $365k 5.5k 66.77
Dimensional Etf Trust Us Equity Market (DFUS) 0.2 $310k 4.9k 63.75
American Centy Etf Tr International Lr (AVIV) 0.1 $240k 4.6k 51.90
Dimensional Etf Trust World Equity Etf (DFAW) 0.1 $207k 3.3k 62.46