Porter White Investment Advisors

Porter White Investment Advisors as of June 30, 2026

Portfolio Holdings for Porter White Investment Advisors

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC) 35.9 $93M 2.1M 44.36
Dimensional Etf Trust Us Mktwide Value (DFUV) 18.8 $49M 887k 55.01
American Centy Etf Tr Us Sml Cp Valu (AVUV) 6.0 $16M 125k 124.76
Dimensional Etf Trust World Ex Us Core (DFAX) 4.2 $11M 298k 36.84
American Centy Etf Tr Intl Smcp Vlu (AVDV) 3.9 $10M 98k 103.05
Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 3.3 $8.5M 177k 48.33
Dimensional Etf Trust Intl Core Equity (DFIC) 2.3 $6.0M 162k 37.26
Dimensional Etf Trust Us Targeted Vlu (DFAT) 2.2 $5.7M 82k 69.90
Vanguard World Utilities Etf (VPU) 2.1 $5.5M 28k 195.73
Dimensional Etf Trust Core Fixe In Etf (DFCF) 2.1 $5.4M 128k 42.21
Dimensional Etf Trust Internatnal Val (DFIV) 2.0 $5.1M 95k 54.02
Dimensional Etf Trust Emerging Mkts Co (DFEM) 1.9 $4.9M 120k 40.64
Dimensional Etf Trust Intl Cor Fix Etf (DFGX) 1.6 $4.2M 79k 53.59
Dimensional Etf Trust Shor Dur Fix Etf (DFSD) 1.6 $4.1M 85k 47.75
Dimensional Etf Trust Inflation Prote (DFIP) 1.6 $4.0M 98k 41.26
Dimensional Etf Trust Global Real Est (DFGR) 1.1 $3.0M 103k 28.97
Dimensional Etf Trust Us Larg Valu Etf (DFLV) 1.0 $2.6M 66k 39.54
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.9 $2.4M 60k 40.21
American Centy Etf Tr Us Large Cap Vlu (AVLV) 0.7 $1.9M 20k 91.21
Dimensional Etf Trust Us Small Cap Etf (DFSV) 0.6 $1.7M 43k 38.79
American Centy Etf Tr Us Eqt Etf (AVUS) 0.6 $1.5M 12k 128.08
Dimensional Etf Trust Emerging Mkts Va (DFEV) 0.6 $1.4M 34k 42.67
Dimensional Etf Trust Global Cr Etf (DGCB) 0.5 $1.4M 25k 54.67
Dimensional Etf Trust Us Real Esta Etf (DFAR) 0.5 $1.2M 48k 26.16
Stone Ridge Tr Lifex 2065 Inf (LIBD) 0.5 $1.2M 4.4k 278.67
Dimensional Etf Trust Intl Small Cap V (DISV) 0.4 $1.1M 27k 40.13
Dimensional Etf Trust Ultr Fix Inc Etf (DUSB) 0.4 $1.1M 21k 50.78
Stone Ridge Tr Lifex 2055 Infla (LIAM) 0.4 $1.0M 4.3k 236.36
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $995k 1.4k 687.01
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.4 $910k 11k 82.34
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.3 $856k 21k 41.25
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.2 $529k 6.3k 83.76
Ishares Msci Emrg Chn (EMXC) 0.2 $442k 4.3k 102.31
Dimensional Etf Trust Us Equi Mark Etf (DFUS) 0.2 $398k 4.9k 81.94
Schwab Strategic Tr Fundamental Intl (FNDC) 0.2 $390k 8.0k 48.56
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.1 $385k 7.4k 51.69
American Centy Etf Tr International Lr (AVIV) 0.1 $359k 4.6k 77.42
Vanguard Whitehall Fds Intl High Etf (VYMI) 0.1 $308k 3.1k 98.19
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.1 $307k 3.2k 96.49
Ishares Tr Msci Eafe Etf (EFA) 0.1 $221k 2.1k 103.86