Porter White Investment Advisors »

Dimensional Etf Trust shares owned by Porter White Investment Advisors

Quarter-by-quarter ownership of Dimensional Etf Trust (DFSD) shares owned by Porter White Investment Advisors from 13F filings

Historical chart of Porter White Investment Advisors investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Dimensional Etf Trust held by Porter White Investment Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Dimensional Etf Trust by Porter White Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.3M 68k 48.19
2025-06-30 $2.4M 49k 48.01
2025-03-31 $2.0M 42k 47.52
2024-12-31 $1.1M 24k 46.88
2024-09-30 $772k 16k 47.74
2024-06-30 $749k 16k 47.00
2024-03-31 $961k 20k 47.04
2023-12-31 $505k 11k 47.01
2023-09-30 $491k 11k 46.38
2023-06-30 $486k 11k 46.35
2023-03-31 $435k 9.3k 46.66
2022-12-31 $375k 8.1k 46.09