13F HoldingsAUM History

13F Filings for Porter White Investment Advisors, Inc. (CIK: 1612457)

View the most recent portfolio holdings disclosed by Porter White Investment Advisors, Inc. in their 13F filing.

HoldingSharesValuePortfolio PercentChange StatusChange Amount
DFAC - DIMENSIONAL ETF TRUST(Class: US CORE EQUITY 2)2.48M $85.86M 43.55%N/A -
DFUV - DIMENSIONAL ETF TRUST(Class: US MKTWIDE VALUE)965.88K $39.52M 20.05%N/A -
AVUV - AMERICAN CENTY ETF TR(Class: US SML CP VALU)106.80K $10.31M 5.23%N/A -
DFAX - DIMENSIONAL ETF TRUST(Class: WORLD EX US CORE)307.78K $7.65M 3.88%N/A -
AVDV - AMERICAN CENTY ETF TR(Class: INTL SMCP VLU)98.88K $6.43M 3.26%N/A -
DFAT - DIMENSIONAL ETF TRUST(Class: US TARGETED VLU)85.37K $4.75M 2.41%N/A -
VPU - VANGUARD WORLD FD(Class: UTILITIES ETF)28.57K $4.67M 2.37%N/A -
DFNM - DIMENSIONAL ETF TRUST(Class: NATL MUN BD ETF)97.67K $4.67M 2.37%N/A -
N/A - DIMENSIONAL ETF TRUST(Class: INTL CORE EQUITY)168.98K $4.37M 2.22%N/A -
DFCF - DIMENSIONAL ETF TRUST(Class: CORE FIXED INCOM)89.54K $3.70M 1.87%N/A -
DFIV - DIMENSIONAL ETF TRUST(Class: INTERNATNAL VAL)100.97K $3.58M 1.82%N/A -
DFEM - DIMENSIONAL ETF TRUST(Class: EMERGING MKTS CO)123.56K $3.24M 1.64%N/A -
DFGR - DIMENSIONAL ETF TRUST(Class: GLOBAL REAL EST)79.11K $2.02M 1.02%N/A -
DFLV - DIMENSIONAL ETF TRUST(Class: US LARGE CAP VAL)64.48K $1.94M 0.98%N/A -
DFAE - DIMENSIONAL ETF TRUST(Class: EMGR CRE EQT MNG)58.31K $1.48M 0.75%N/A -
DFSV - DIMENSIONAL ETF TRUST(Class: US SMALL CAP VAL)43.06K $1.33M 0.67%N/A -
DFIP - DIMENSIONAL ETF TRUST(Class: INFLATION PROTE)30.15K $1.22M 0.62%N/A -
AVUS - AMERICAN CENTY ETF TR(Class: US EQT ETF)11.89K $1.15M 0.58%N/A -
DFSD - DIMENSIONAL ETF TRUST(Class: SHORT DURATION F)24.02K $1.13M 0.57%N/A -
DFAR - DIMENSIONAL ETF TRUST(Class: US REAL ESTATE E)43.60K $1.01M 0.51%N/A -
DUSB - DIMENSIONAL ETF TRUST(Class: ULTRASHORT FIXED)18.81K $951.55K 0.48%N/A -
DFEV - DIMENSIONAL ETF TRUST(Class: EMERGING MKTS VA)35.03K $918.20K 0.47%N/A -
N/A - DIMENSIONAL ETF TRUST(Class: INTL SMALL CAP V)30.96K $822.64K 0.42%N/A -
DFGX - DIMENSIONAL ETF TRUST(Class: GLOBAL EX US COR)14.69K $768.34K 0.39%N/A -
VOO - VANGUARD INDEX FDS(Class: SP 500 ETF SHS)1.41K $761.84K 0.39%N/A -