Porter White Investment Advisors

Porter White Investment Advisors as of Sept. 30, 2026

Portfolio Holdings for Porter White Investment Advisors

Porter White Investment Advisors holds 36 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Mktwide Value (DFUV) 30.3 $49M 888k 55.00
American Centy Etf Tr Us Sml Cp Valu (AVUV) 9.9 $16M 135k 117.77
American Centy Etf Tr Intl Smcp Vlu (AVDV) 7.3 $12M 107k 109.38
Dimensional Etf Trust World Ex Us Core (DFAX) 7.0 $11M 304k 37.02
Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 5.1 $8.2M 178k 46.03
Dimensional Etf Trust Intl Core Equity (DFIC) 3.9 $6.2M 166k 37.61
Dimensional Etf Trust Core Fixe In Etf (DFCF) 3.4 $5.5M 137k 40.12
Dimensional Etf Trust Internatnal Val (DFIV) 3.3 $5.3M 95k 55.86
Vanguard World Utilities Etf (VPU) 3.1 $5.1M 30k 171.00
Dimensional Etf Trust Inflation Prote (DFIP) 3.0 $4.9M 125k 39.06
Dimensional Etf Trust Emerging Mkts Co (DFEM) 2.9 $4.7M 119k 39.72
Dimensional Etf Trust Intl Cor Fix Etf (DFGX) 2.5 $4.1M 80k 51.14
Dimensional Etf Trust Shor Dur Fix Etf (DFSD) 2.5 $4.0M 86k 46.47
American Centy Etf Tr Us Large Cap Vlu (AVLV) 1.8 $2.9M 32k 90.44
Dimensional Etf Trust Global Real Est (DFGR) 1.7 $2.8M 103k 27.05
Dimensional Etf Trust Us Larg Valu Etf (DFLV) 1.6 $2.6M 66k 40.17
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 1.5 $2.4M 62k 39.31
Dimensional Etf Trust Emerging Mkts Va (DFEV) 1.3 $2.1M 50k 42.40
Dimensional Etf Trust Ultr Fix Inc Etf (DUSB) 1.0 $1.5M 30k 50.49
American Centy Etf Tr Us Eqt Etf (AVUS) 0.9 $1.5M 12k 128.09
Dimensional Etf Trust Global Cr Etf (DGCB) 0.9 $1.4M 27k 51.91
Dimensional Etf Trust Intl Small Cap V (DISV) 0.7 $1.2M 27k 43.29
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.6 $1.0M 1.5k 700.93
Stone Ridge Tr Lifex 2055 Infla (LIAM) 0.6 $937k 4.3k 217.69
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.5 $862k 21k 41.43
Stone Ridge Tr Lifex 2065 Inf (LIBD) 0.4 $630k 2.5k 253.87
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.3 $525k 6.3k 82.97
Ishares Msci Emrg Chn (EMXC) 0.3 $429k 4.3k 99.09
Dimensional Etf Trust Us Equi Mark Etf (DFUS) 0.3 $404k 4.9k 83.03
Schwab Strategic Tr Fundamental Intl (FNDC) 0.2 $400k 8.0k 49.84
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.2 $391k 7.5k 52.37
American Centy Etf Tr International Lr (AVIV) 0.2 $369k 4.6k 79.63
Vanguard Whitehall Fds Intl High Etf (VYMI) 0.2 $320k 3.2k 101.14
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.2 $300k 3.2k 94.02
Ishares Tr Msci Eafe Etf (EFA) 0.1 $221k 2.1k 103.92
Dimensional Etf Trust World Equity Etf (DFAW) 0.1 $218k 2.6k 82.33