The Analysis of Porter White Investment Advisors, Inc.'s Holdings


Currently, Porter White Investment Advisors, Inc. holds 35 types of securities in its portfolio with a total value $232.9M. In the most recent quarter, they have increased their positions in DFGX (+21.8K shares, valued at $1.2M), DFIP (+25.5K shares, valued at $1.1M), LIAM (+4.3K shares, valued at $1.1M); decreased their positions in DUSB (-11.4K shares, valued at $579.9K), DFAC (-8.4K shares, valued at $323.3K), AVDV (-1.4K shares, valued at $123.5K); initiated new positions in LIAM (+4.3K shares, valued at $1.1M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
DFAC DIMENSIONAL ETF TRUST2.4M shares-0.34%2025-09-302025-10-22history
DFUV DIMENSIONAL ETF TRUST964.9K shares1.12%2025-09-302025-10-22history
AVUV AMERICAN CENTY ETF TR109.2K shares0.57%2025-09-302025-10-22history
DFAX DIMENSIONAL ETF TRUST304.8K shares-0.96%2025-09-302025-10-22history
AVDV AMERICAN CENTY ETF TR99.3K shares-1.38%2025-09-302025-10-22history
DFNM DIMENSIONAL ETF TRUST160.2K shares2.42%2025-09-302025-10-22history
DFCF DIMENSIONAL ETF TRUST127.9K shares19.44%2025-09-302025-10-22history
VPU VANGUARD WORLD FD28.6K shares-0.53%2025-09-302025-10-22history
Sponsored
DFIC DIMENSIONAL ETF TRUST163.7K shares-0.59%2025-09-302025-10-22history
DFAT DIMENSIONAL ETF TRUST84.4K shares-0.02%2025-09-302025-10-22history
DFIV DIMENSIONAL ETF TRUST98.8K shares-0.81%2025-09-302025-10-22history
DFEM DIMENSIONAL ETF TRUST123.1K shares-1.29%2025-09-302025-10-22history
DFGX DIMENSIONAL ETF TRUST62.2K shares54.03%2025-09-302025-10-22history
DFSD DIMENSIONAL ETF TRUST68.1K shares39.02%2025-09-302025-10-22history
DFIP DIMENSIONAL ETF TRUST73.5K shares53.11%2025-09-302025-10-22history
DFGR DIMENSIONAL ETF TRUST98.4K shares0.19%2025-09-302025-10-22history
Sponsored
DFLV DIMENSIONAL ETF TRUST66.3K shares0.19%2025-09-302025-10-22history
DFAE DIMENSIONAL ETF TRUST58.6K shares-0.44%2025-09-302025-10-22history
AVUS AMERICAN CENTY ETF TR11.9K shares0.00%2025-09-302025-10-22history
DFSV DIMENSIONAL ETF TRUST40.1K shares1.80%2025-09-302025-10-22history
DGCB DIMENSIONAL ETF TRUST19.0K shares104.93%2025-09-302025-10-22history
LIAM STONE RIDGE TR4.3K sharesnew addition2025-09-302025-10-22history
DFAR DIMENSIONAL ETF TRUST43.0K shares1.43%2025-09-302025-10-22history
DFEV DIMENSIONAL ETF TRUST32.1K shares0.52%2025-09-302025-10-22history
Sponsored
DISV DIMENSIONAL ETF TRUST27.2K shares-2.03%2025-09-302025-10-22history
VOO VANGUARD INDEX FDS1.4K shares-0.07%2025-09-302025-10-22history
DFAI DIMENSIONAL ETF TRUST21.6K shares-1.69%2025-09-302025-10-22history
DFAS DIMENSIONAL ETF TRUST11.1K shares-0.37%2025-09-302025-10-22history
DUSB DIMENSIONAL ETF TRUST11.3K shares-50.20%2025-09-302025-10-22history
DFAU DIMENSIONAL ETF TRUST10.5K shares-3.16%2025-09-302025-10-22history
AVLV AMERICAN CENTY ETF TR5.5K shares0.00%2025-09-302025-10-22history
DFUS DIMENSIONAL ETF TRUST4.9K shares0.00%2025-09-302025-10-22history
Sponsored
AVIV AMERICAN CENTY ETF TR4.6K shares0.00%2025-09-302025-10-22history
DFAW DIMENSIONAL ETF TRUST3.3K shares0.21%2025-09-302025-10-22history
AVEM AMERICAN CENTY ETF TR3.2K shares0.00%2025-09-302025-10-22history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available