Porter White Investment Advisors

Porter White Investment Advisors as of Dec. 31, 2025

Portfolio Holdings for Porter White Investment Advisors

Porter White Investment Advisors holds 36 positions in its portfolio as reported in the December 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) 39.3 $96M 2.4M 39.59
Dimensional Etf Trust Us Mktwide Value (DFUV) 18.6 $45M 974k 46.59
American Centy Etf Tr Us Sml Cp Valu (AVUV) 4.7 $12M 113k 101.98
Dimensional Etf Trust World Ex Us Core (DFAX) 4.1 $10M 305k 32.73
American Centy Etf Tr Intl Smcp Vlu (AVDV) 3.7 $9.1M 97k 93.97
Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 3.3 $8.1M 169k 48.17
Dimensional Etf Trust Core Fixed Incom (DFCF) 2.5 $6.2M 145k 42.56
Dimensional Etf Trust Intl Core Equity (DFIC) 2.2 $5.4M 158k 34.46
Vanguard World Utilities Etf (VPU) 2.2 $5.3M 29k 185.05
Dimensional Etf Trust Us Targeted Vlu (DFAT) 2.1 $5.0M 84k 59.54
Dimensional Etf Trust Internatnal Val (DFIV) 2.0 $4.8M 96k 49.90
Dimensional Etf Trust Emerging Mkts Co (DFEM) 1.6 $3.9M 118k 33.08
Dimensional Etf Trust Global Ex Us Cor (DFGX) 1.6 $3.9M 74k 52.63
Dimensional Etf Trust Short Duration F (DFSD) 1.5 $3.8M 78k 47.95
Dimensional Etf Trust Inflation Prote (DFIP) 1.5 $3.7M 89k 41.56
Dimensional Etf Trust Global Real Est (DFGR) 1.1 $2.7M 103k 26.42
Dimensional Etf Trust Us Large Cap Val (DFLV) 0.9 $2.3M 66k 34.21
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.8 $1.9M 59k 32.57
Dimensional Etf Trust Us Small Cap Val (DFSV) 0.5 $1.3M 41k 32.89
American Centy Etf Tr Us Eqt Etf (AVUS) 0.5 $1.3M 12k 111.78
Dimensional Etf Trust Ultrashort Fixed (DUSB) 0.5 $1.3M 25k 50.65
Stone Ridge Tr Lifex 2065 Inf 0.5 $1.2M 4.4k 281.75
Dimensional Etf Trust Global Cr Etf (DGCB) 0.5 $1.2M 23k 54.24
Dimensional Etf Trust Emerging Mkts Va (DFEV) 0.4 $1.1M 32k 33.74
Stone Ridge Tr Lifex 2055 Infla 0.4 $1.0M 4.3k 239.64
Dimensional Etf Trust Us Real Estate E (DFAR) 0.4 $1.0M 45k 22.90
Dimensional Etf Trust Intl Small Cap V (DISV) 0.4 $1.0M 27k 38.00
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $883k 1.4k 627.51
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.3 $827k 22k 38.11
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.3 $770k 11k 69.67
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.2 $493k 11k 46.80
American Centy Etf Tr Us Large Cap Vlu (AVLV) 0.2 $414k 5.5k 75.77
Dimensional Etf Trust Us Equity Market (DFUS) 0.1 $361k 4.9k 74.17
American Centy Etf Tr International Lr (AVIV) 0.1 $330k 4.6k 71.23
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.1 $245k 3.2k 77.02
Dimensional Etf Trust World Equity Etf (DFAW) 0.1 $223k 3.0k 73.98