The Analysis of Porter White Investment Advisors, Inc.'s Holdings
Currently, Porter White Investment Advisors, Inc. holds 36 types of securities in its portfolio with a total value $243.9M. In the most recent quarter, they have increased their positions in LIBD (+4.4K shares, valued at $1.2M), DFCF (+16.9K shares, valued at $720.4K), DUSB (+13.4K shares, valued at $678.7K); decreased their positions in DFAC (-16.6K shares, valued at $656.7K), AVDV (-2.6K shares, valued at $245.8K), DFIC (-6.0K shares, valued at $207.4K); initiated new positions in LIBD (+4.4K shares, valued at $1.2M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
DFAC DIMENSIONAL ETF TRUST2.4M shares-0.68%2025-12-312026-01-29
DFUV DIMENSIONAL ETF TRUST973.6K shares0.90%2025-12-312026-01-29 AVUV AMERICAN CENTY ETF TR112.6K shares3.11%2025-12-312026-01-29 DFAX DIMENSIONAL ETF TRUST305.1K shares0.09%2025-12-312026-01-29 AVDV AMERICAN CENTY ETF TR96.7K shares-2.63%2025-12-312026-01-29 DFNM DIMENSIONAL ETF TRUST169.0K shares5.48%2025-12-312026-01-29 DFCF DIMENSIONAL ETF TRUST144.8K shares13.23%2025-12-312026-01-29 DFIC DIMENSIONAL ETF TRUST157.7K shares-3.68%2025-12-312026-01-29 VPU VANGUARD WORLD FD28.8K shares0.45%2025-12-312026-01-29 DFAT DIMENSIONAL ETF TRUST84.4K shares-0.02%2025-12-312026-01-29 DFIV DIMENSIONAL ETF TRUST95.7K shares-3.05%2025-12-312026-01-29 DFEM DIMENSIONAL ETF TRUST118.4K shares-3.82%2025-12-312026-01-29 DFGX DIMENSIONAL ETF TRUST73.7K shares18.50%2025-12-312026-01-29 DFSD DIMENSIONAL ETF TRUST78.3K shares14.97%2025-12-312026-01-29 DFIP DIMENSIONAL ETF TRUST89.4K shares21.56%2025-12-312026-01-29 DFGR DIMENSIONAL ETF TRUST102.9K shares4.59%2025-12-312026-01-29 DFLV DIMENSIONAL ETF TRUST66.2K shares-0.12%2025-12-312026-01-29 DFAE DIMENSIONAL ETF TRUST59.2K shares1.12%2025-12-312026-01-29 DFSV DIMENSIONAL ETF TRUST40.6K shares1.32%2025-12-312026-01-29 AVUS AMERICAN CENTY ETF TR11.9K shares0.00%2025-12-312026-01-29 DUSB DIMENSIONAL ETF TRUST24.7K shares118.31%2025-12-312026-01-29 LIBD STONE RIDGE TR4.4K sharesnew addition2025-12-312026-01-29 DGCB DIMENSIONAL ETF TRUST22.6K shares18.94%2025-12-312026-01-29 DFEV DIMENSIONAL ETF TRUST31.6K shares-1.53%2025-12-312026-01-29 LIAM STONE RIDGE TR4.3K shares0.00%2025-12-312026-01-29 DFAR DIMENSIONAL ETF TRUST45.0K shares4.56%2025-12-312026-01-29 DISV DIMENSIONAL ETF TRUST26.7K shares-1.63%2025-12-312026-01-29 DFAI DIMENSIONAL ETF TRUST21.7K shares0.25%2025-12-312026-01-29 DFAS DIMENSIONAL ETF TRUST11.1K shares0.00%2025-12-312026-01-29 DFAU DIMENSIONAL ETF TRUST10.5K shares0.10%2025-12-312026-01-29 AVLV AMERICAN CENTY ETF TR5.5K shares0.00%2025-12-312026-01-29 DFUS DIMENSIONAL ETF TRUST4.9K shares0.00%2025-12-312026-01-29 AVIV AMERICAN CENTY ETF TR4.6K shares0.00%2025-12-312026-01-29 AVEM AMERICAN CENTY ETF TR3.2K shares0.00%2025-12-312026-01-29 DFAW DIMENSIONAL ETF TRUST3.0K shares-9.65%2025-12-312026-01-29 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available