Porter White Investment Advisors

Porter White Investment Advisors as of June 30, 2025

Portfolio Holdings for Porter White Investment Advisors

Porter White Investment Advisors holds 37 positions in its portfolio as reported in the June 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) 40.8 $88M 2.4M 35.84
Dimensional Etf Trust Us Mktwide Value (DFUV) 18.8 $40M 954k 42.28
American Centy Etf Tr Us Sml Cp Valu (AVUV) 4.6 $9.9M 109k 91.10
Dimensional Etf Trust World Ex Us Core (DFAX) 4.2 $9.0M 308k 29.37
American Centy Etf Tr Intl Smcp Vlu (AVDV) 3.7 $8.0M 101k 79.28
Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 3.5 $7.4M 156k 47.43
Dimensional Etf Trust Intl Core Equity (DFIC) 2.4 $5.1M 165k 31.09
Vanguard World Utilities Etf (VPU) 2.4 $5.1M 29k 176.51
Dimensional Etf Trust Us Targeted Vlu (DFAT) 2.1 $4.6M 85k 53.96
Dimensional Etf Trust Core Fixed Incom (DFCF) 2.1 $4.5M 107k 42.26
Dimensional Etf Trust Internatnal Val (DFIV) 2.0 $4.3M 100k 42.83
Dimensional Etf Trust Emerging Mkts Co (DFEM) 1.7 $3.7M 125k 29.68
Dimensional Etf Trust Global Real Est (DFGR) 1.2 $2.6M 98k 26.83
Dimensional Etf Trust Short Duration F (DFSD) 1.1 $2.4M 49k 48.01
Dimensional Etf Trust Global Ex Us Cor (DFGX) 1.0 $2.2M 40k 53.36
Dimensional Etf Trust Us Large Cap Val (DFLV) 1.0 $2.1M 66k 31.02
Dimensional Etf Trust Inflation Prote (DFIP) 0.9 $2.0M 48k 41.81
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.8 $1.7M 59k 28.95
American Centy Etf Tr Us Eqt Etf (AVUS) 0.6 $1.2M 12k 100.82
Dimensional Etf Trust Us Small Cap Val (DFSV) 0.5 $1.2M 39k 29.43
Dimensional Etf Trust Ultrashort Fixed (DUSB) 0.5 $1.2M 23k 50.75
Dimensional Etf Trust Us Real Estate E (DFAR) 0.5 $996k 42k 23.46
Dimensional Etf Trust Emerging Mkts Va (DFEV) 0.4 $957k 32k 29.99
Dimensional Etf Trust Intl Small Cap V (DISV) 0.4 $913k 28k 32.91
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $795k 1.4k 567.94
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.4 $761k 22k 34.57
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.3 $707k 11k 63.71
Dimensional Etf Trust Global Cr Etf (DGCB) 0.2 $503k 9.3k 54.23
Stone Ridge Tr Lifex 2054 Infla 0.2 $488k 2.5k 198.27
Stone Ridge Tr Lifex 2052 Infla 0.2 $485k 2.6k 184.71
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.2 $460k 11k 42.36
American Centy Etf Tr Us Large Cap Vlu (AVLV) 0.2 $373k 5.5k 68.21
Dimensional Etf Trust Us Equity Market (DFUS) 0.2 $326k 4.9k 67.02
American Centy Etf Tr International Lr (AVIV) 0.1 $288k 4.6k 62.23
Stone Ridge Tr Lifex 2061 Infla 0.1 $271k 1.1k 240.05
Dimensional Etf Trust World Equity Etf (DFAW) 0.1 $223k 3.3k 67.08
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.1 $218k 3.2k 68.54