Porter White Investment Advisors

Porter White Investment Advisors as of March 31, 2025

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