Porter White Investment Advisors

Porter White Investment Advisors as of March 31, 2026

Portfolio Holdings for Porter White Investment Advisors

Porter White Investment Advisors holds 40 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC) 38.0 $95M 2.4M 38.86
Dimensional Etf Trust Us Mktwide Value (DFUV) 19.0 $47M 978k 48.46
American Centy Etf Tr Us Sml Cp Valu (AVUV) 5.0 $13M 114k 110.47
Dimensional Etf Trust World Ex Us Core (DFAX) 4.1 $10M 303k 33.97
American Centy Etf Tr Intl Smcp Vlu (AVDV) 3.8 $9.6M 96k 99.86
Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 3.3 $8.1M 170k 47.93
Vanguard World Utilities Etf (VPU) 2.3 $5.7M 29k 198.15
Dimensional Etf Trust Intl Core Equity (DFIC) 2.3 $5.7M 159k 35.53
Dimensional Etf Trust Core Fixed Incom (DFCF) 2.3 $5.6M 134k 42.22
Dimensional Etf Trust Us Targeted Vlu (DFAT) 2.1 $5.2M 84k 62.45
Dimensional Etf Trust Internatnal Val (DFIV) 2.0 $5.0M 95k 52.78
Dimensional Etf Trust Emerging Mkts Co (DFEM) 1.7 $4.1M 120k 34.55
Dimensional Etf Trust Dimensional Inte (DFGX) 1.6 $4.0M 77k 52.45
Dimensional Etf Trust Short Duration F (DFSD) 1.6 $4.0M 83k 47.88
Dimensional Etf Trust Inflation Prote (DFIP) 1.6 $3.9M 94k 41.72
Dimensional Etf Trust Global Real Est (DFGR) 1.1 $2.7M 103k 26.58
Dimensional Etf Trust Us Large Cap Val (DFLV) 1.0 $2.4M 67k 35.71
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.8 $2.0M 59k 33.86
Dimensional Etf Trust Us Small Cap Val (DFSV) 0.6 $1.5M 42k 35.04
American Centy Etf Tr Us Eqt Etf (AVUS) 0.5 $1.3M 12k 111.18
Dimensional Etf Trust Global Cr Etf (DGCB) 0.5 $1.3M 24k 54.14
Stone Ridge Tr Lifex 2065 Inf (LIBD) 0.5 $1.2M 4.4k 276.88
Dimensional Etf Trust Ultrashort Fixed (DUSB) 0.5 $1.1M 22k 50.71
Dimensional Etf Trust Emerging Mkts Va (DFEV) 0.5 $1.1M 31k 35.78
Dimensional Etf Trust Us Real Estate E (DFAR) 0.4 $1.1M 46k 23.65
Dimensional Etf Trust Intl Small Cap V (DISV) 0.4 $1.1M 27k 39.44
Stone Ridge Tr Lifex 2055 Infla (LIAM) 0.4 $1.0M 4.3k 236.11
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $839k 1.4k 597.81
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.3 $805k 21k 38.96
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.3 $786k 11k 71.13
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.2 $472k 6.3k 75.11
American Centy Etf Tr Us Large Cap Vlu (AVLV) 0.2 $441k 5.5k 80.61
Schwab Strategic Tr Fundamental Intl (FNDC) 0.1 $370k 8.0k 46.36
American Centy Etf Tr International Lr (AVIV) 0.1 $347k 4.6k 74.83
Dimensional Etf Trust Us Equity Market (DFUS) 0.1 $345k 4.9k 70.91
Ishares Msci Emrg Chn (EMXC) 0.1 $338k 4.3k 78.66
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.1 $335k 7.4k 45.12
Vanguard Whitehall Fds Intl High Etf (VYMI) 0.1 $292k 3.1k 94.26
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.1 $257k 3.2k 80.58
Ishares Tr Msci Eafe Etf (EFA) 0.1 $203k 2.1k 97.13