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

Currently, Porter White Investment Advisors, Inc. holds 40 types of securities in its portfolio with a total value $259.7M. In the most recent quarter, they have increased their positions in AVUV (+11.4K shares, valued at $1.4M), AVLV (+14.9K shares, valued at $1.4M), DFNM (+6.6K shares, valued at $318.8K); decreased their positions in DFAC (-338.7K shares, valued at $15.0M), DFUV (-91.1K shares, valued at $5.0M), DFCF (-6.0K shares, valued at $252.6K).

1M P&L

-2.0M-0.78%

3M P&L

-626.0K-0.24%

HY P&L

+10.4M+4.16%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A259.7M

100.0%

Top Industries by Stock Count

1N/A40 stocks

100.0%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DFAC DIMENSIONAL ETF TRUST2.1M shares-13.88%2026-06-302026-07-16

DFUV DIMENSIONAL ETF TRUST886.8K shares-9.32%2026-06-302026-07-16

AVUV AMERICAN CENTY ETF TR124.9K shares10.07%2026-06-302026-07-16

DFAX DIMENSIONAL ETF TRUST297.6K shares-1.62%2026-06-302026-07-16

AVDV AMERICAN CENTY ETF TR98.0K shares2.40%2026-06-302026-07-16

DFNM DIMENSIONAL ETF TRUST176.6K shares3.88%2026-06-302026-07-16

DFIC DIMENSIONAL ETF TRUST162.4K shares1.97%2026-06-302026-07-16

DFAT DIMENSIONAL ETF TRUST81.6K shares-2.60%2026-06-302026-07-16

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VPU VANGUARD WORLD FD28.3K shares-0.97%2026-06-302026-07-16

DFCF DIMENSIONAL ETF TRUST127.5K shares-4.48%2026-06-302026-07-16

DFIV DIMENSIONAL ETF TRUST94.8K shares-0.38%2026-06-302026-07-16

DFEM DIMENSIONAL ETF TRUST119.5K shares-0.07%2026-06-302026-07-16

DFGX DIMENSIONAL ETF TRUST78.6K shares2.26%2026-06-302026-07-16

DFSD DIMENSIONAL ETF TRUST85.1K shares1.97%2026-06-302026-07-16

DFIP DIMENSIONAL ETF TRUST97.6K shares3.55%2026-06-302026-07-16

DFGR DIMENSIONAL ETF TRUST102.6K shares-0.38%2026-06-302026-07-16

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DFLV DIMENSIONAL ETF TRUST66.1K shares-0.68%2026-06-302026-07-16

DFAE DIMENSIONAL ETF TRUST59.8K shares1.02%2026-06-302026-07-16

AVLV AMERICAN CENTY ETF TR20.4K shares272.23%2026-06-302026-07-16

DFSV DIMENSIONAL ETF TRUST43.1K shares1.84%2026-06-302026-07-16

AVUS AMERICAN CENTY ETF TR11.9K shares0.00%2026-06-302026-07-16

DFEV DIMENSIONAL ETF TRUST34.0K shares8.12%2026-06-302026-07-16

DGCB DIMENSIONAL ETF TRUST25.1K shares3.42%2026-06-302026-07-16

DFAR DIMENSIONAL ETF TRUST47.6K shares3.92%2026-06-302026-07-16

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LIBD STONE RIDGE TR4.4K shares0.50%2026-06-302026-07-16

DISV DIMENSIONAL ETF TRUST27.2K shares1.39%2026-06-302026-07-16

DUSB DIMENSIONAL ETF TRUST21.0K shares-5.82%2026-06-302026-07-16

LIAM STONE RIDGE TR4.3K shares0.00%2026-06-302026-07-16

VOO VANGUARD INDEX FDS1.4K shares3.13%2026-06-302026-07-16

DFAS DIMENSIONAL ETF TRUST11.1K shares0.01%2026-06-302026-07-16

DFAI DIMENSIONAL ETF TRUST20.7K shares0.34%2026-06-302026-07-16

VEU VANGUARD INTL EQUITY INDEX F6.3K shares0.48%2026-06-302026-07-16

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EMXC ISHARES INC4.3K shares0.56%2026-06-302026-07-16

DFUS DIMENSIONAL ETF TRUST4.9K shares0.00%2026-06-302026-07-16

FNDC SCHWAB STRATEGIC TR8.0K shares0.58%2026-06-302026-07-16

DFAU DIMENSIONAL ETF TRUST7.4K shares0.28%2026-06-302026-07-16

AVIV AMERICAN CENTY ETF TR4.6K shares0.00%2026-06-302026-07-16

VYMI VANGUARD WHITEHALL FDS3.1K shares1.29%2026-06-302026-07-16

AVEM AMERICAN CENTY ETF TR3.2K shares0.00%2026-06-302026-07-16

EFA ISHARES TR2.1K shares1.58%2026-06-302026-07-16

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DFAC

DIMENSIONAL ETF TRUST

-13.88%

Shares2.1M

Event2026-06-30

Filed2026-07-16

DFUV

DIMENSIONAL ETF TRUST

-9.32%

Shares886.8K

Event2026-06-30

Filed2026-07-16

AVUV

AMERICAN CENTY ETF TR

10.07%

Shares124.9K

Event2026-06-30

Filed2026-07-16

DFAX

DIMENSIONAL ETF TRUST

-1.62%

Shares297.6K

Event2026-06-30

Filed2026-07-16

AVDV

AMERICAN CENTY ETF TR

2.40%

Shares98.0K

Event2026-06-30

Filed2026-07-16

DFNM

DIMENSIONAL ETF TRUST

3.88%

Shares176.6K

Event2026-06-30

Filed2026-07-16

DFIC

DIMENSIONAL ETF TRUST

1.97%

Shares162.4K

Event2026-06-30

Filed2026-07-16

DFAT

DIMENSIONAL ETF TRUST

-2.60%

Shares81.6K

Event2026-06-30

Filed2026-07-16

VPU

VANGUARD WORLD FD

-0.97%

Shares28.3K

Event2026-06-30

Filed2026-07-16

DFCF

DIMENSIONAL ETF TRUST

-4.48%

Shares127.5K

Event2026-06-30

Filed2026-07-16

DFIV

DIMENSIONAL ETF TRUST

-0.38%

Shares94.8K

Event2026-06-30

Filed2026-07-16

DFEM

DIMENSIONAL ETF TRUST

-0.07%

Shares119.5K

Event2026-06-30

Filed2026-07-16

DFGX

DIMENSIONAL ETF TRUST

2.26%

Shares78.6K

Event2026-06-30

Filed2026-07-16

DFSD

DIMENSIONAL ETF TRUST

1.97%

Shares85.1K

Event2026-06-30

Filed2026-07-16

DFIP

DIMENSIONAL ETF TRUST

3.55%

Shares97.6K

Event2026-06-30

Filed2026-07-16

DFGR

DIMENSIONAL ETF TRUST

-0.38%

Shares102.6K

Event2026-06-30

Filed2026-07-16

DFLV

DIMENSIONAL ETF TRUST

-0.68%

Shares66.1K

Event2026-06-30

Filed2026-07-16

DFAE

DIMENSIONAL ETF TRUST

1.02%

Shares59.8K

Event2026-06-30

Filed2026-07-16

AVLV

AMERICAN CENTY ETF TR

272.23%

Shares20.4K

Event2026-06-30

Filed2026-07-16

DFSV

DIMENSIONAL ETF TRUST

1.84%

Shares43.1K

Event2026-06-30

Filed2026-07-16

AVUS

AMERICAN CENTY ETF TR

0.00%

Shares11.9K

Event2026-06-30

Filed2026-07-16

DFEV

DIMENSIONAL ETF TRUST

8.12%

Shares34.0K

Event2026-06-30

Filed2026-07-16

DGCB

DIMENSIONAL ETF TRUST

3.42%

Shares25.1K

Event2026-06-30

Filed2026-07-16

DFAR

DIMENSIONAL ETF TRUST

3.92%

Shares47.6K

Event2026-06-30

Filed2026-07-16

LIBD

STONE RIDGE TR

0.50%

Shares4.4K

Event2026-06-30

Filed2026-07-16

DISV

DIMENSIONAL ETF TRUST

1.39%

Shares27.2K

Event2026-06-30

Filed2026-07-16

DUSB

DIMENSIONAL ETF TRUST

-5.82%

Shares21.0K

Event2026-06-30

Filed2026-07-16

LIAM

STONE RIDGE TR

0.00%

Shares4.3K

Event2026-06-30

Filed2026-07-16

VOO

VANGUARD INDEX FDS

3.13%

Shares1.4K

Event2026-06-30

Filed2026-07-16

DFAS

DIMENSIONAL ETF TRUST

0.01%

Shares11.1K

Event2026-06-30

Filed2026-07-16

DFAI

DIMENSIONAL ETF TRUST

0.34%

Shares20.7K

Event2026-06-30

Filed2026-07-16

VEU

VANGUARD INTL EQUITY INDEX F

0.48%

Shares6.3K

Event2026-06-30

Filed2026-07-16

EMXC

ISHARES INC

0.56%

Shares4.3K

Event2026-06-30

Filed2026-07-16

DFUS

DIMENSIONAL ETF TRUST

0.00%

Shares4.9K

Event2026-06-30

Filed2026-07-16

FNDC

SCHWAB STRATEGIC TR

0.58%

Shares8.0K

Event2026-06-30

Filed2026-07-16

DFAU

DIMENSIONAL ETF TRUST

0.28%

Shares7.4K

Event2026-06-30

Filed2026-07-16

AVIV

AMERICAN CENTY ETF TR

0.00%

Shares4.6K

Event2026-06-30

Filed2026-07-16

VYMI

VANGUARD WHITEHALL FDS

1.29%

Shares3.1K

Event2026-06-30

Filed2026-07-16

AVEM

AMERICAN CENTY ETF TR

0.00%

Shares3.2K

Event2026-06-30

Filed2026-07-16

EFA

ISHARES TR

1.58%

Shares2.1K

Event2026-06-30

Filed2026-07-16

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available