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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 $249.7M. In the most recent quarter, they have increased their positions in DFAC (+19.1K shares, valued at $740.7K), VEU (+6.3K shares, valued at $472.0K), FNDC (+8.0K shares, valued at $370.2K); decreased their positions in DFCF (-11.3K shares, valued at $478.1K), DFAU (-3.1K shares, valued at $140.2K), DUSB (-2.4K shares, valued at $122.8K); initiated new positions in VEU (+6.3K shares, valued at $472.0K), FNDC (+8.0K shares, valued at $370.2K), EMXC (+4.3K shares, valued at $338.2K).

1M P&L

+7.4M+2.83%

3M P&L

+8.8M+3.39%

HY P&L

+32.3M+13.66%

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/A243.0M

100.0%

Top Industries by Stock Count

1N/A35 stocks

100.0%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DFAC DIMENSIONAL ETF TRUST2.4M shares0.79%2026-03-312026-05-13

DFUV DIMENSIONAL ETF TRUST977.9K shares0.45%2026-03-312026-05-13

AVUV AMERICAN CENTY ETF TR113.5K shares0.81%2026-03-312026-05-13

DFAX DIMENSIONAL ETF TRUST302.5K shares-0.85%2026-03-312026-05-13

AVDV AMERICAN CENTY ETF TR95.7K shares-1.11%2026-03-312026-05-13

DFNM DIMENSIONAL ETF TRUST170.0K shares0.62%2026-03-312026-05-13

VPU VANGUARD WORLD FD28.6K shares-0.58%2026-03-312026-05-13

DFIC DIMENSIONAL ETF TRUST159.2K shares0.96%2026-03-312026-05-13

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DFCF DIMENSIONAL ETF TRUST133.5K shares-7.82%2026-03-312026-05-13

DFAT DIMENSIONAL ETF TRUST83.8K shares-0.71%2026-03-312026-05-13

DFIV DIMENSIONAL ETF TRUST95.1K shares-0.64%2026-03-312026-05-13

DFEM DIMENSIONAL ETF TRUST119.6K shares1.00%2026-03-312026-05-13

DFGX DIMENSIONAL ETF TRUST76.9K shares4.40%2026-03-312026-05-13

DFSD DIMENSIONAL ETF TRUST83.4K shares6.50%2026-03-312026-05-13

DFIP DIMENSIONAL ETF TRUST94.2K shares5.47%2026-03-312026-05-13

DFGR DIMENSIONAL ETF TRUST103.0K shares0.03%2026-03-312026-05-13

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DFLV DIMENSIONAL ETF TRUST66.6K shares0.59%2026-03-312026-05-13

DFAE DIMENSIONAL ETF TRUST59.2K shares-0.03%2026-03-312026-05-13

DFSV DIMENSIONAL ETF TRUST42.3K shares4.04%2026-03-312026-05-13

AVUS AMERICAN CENTY ETF TR11.9K shares0.00%2026-03-312026-05-13

DGCB DIMENSIONAL ETF TRUST24.3K shares7.51%2026-03-312026-05-13

LIBD STONE RIDGE TR4.4K shares0.92%2026-03-312026-05-13

DUSB DIMENSIONAL ETF TRUST22.3K shares-9.80%2026-03-312026-05-13

DFEV DIMENSIONAL ETF TRUST31.4K shares-0.53%2026-03-312026-05-13

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DFAR DIMENSIONAL ETF TRUST45.8K shares1.68%2026-03-312026-05-13

DISV DIMENSIONAL ETF TRUST26.8K shares0.35%2026-03-312026-05-13

LIAM STONE RIDGE TR4.3K shares0.00%2026-03-312026-05-13

VANGUARD INDEX FDS VANGUARD INDEX FDS1.4K shares-0.21%2026-03-312026-05-13

DFAI DIMENSIONAL ETF TRUST20.7K shares-4.71%2026-03-312026-05-13

DFAS DIMENSIONAL ETF TRUST11.1K shares0.00%2026-03-312026-05-13

VEU VANGUARD INTL EQUITY INDEX F6.3K sharesnew addition2026-03-312026-05-13

AVLV AMERICAN CENTY ETF TR5.5K shares0.00%2026-03-312026-05-13

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FNDC SCHWAB STRATEGIC TR8.0K sharesnew addition2026-03-312026-05-13

AVIV AMERICAN CENTY ETF TR4.6K shares0.00%2026-03-312026-05-13

DFUS DIMENSIONAL ETF TRUST4.9K shares0.00%2026-03-312026-05-13

EMXC ISHARES INC4.3K sharesnew addition2026-03-312026-05-13

DFAU DIMENSIONAL ETF TRUST7.4K shares-29.52%2026-03-312026-05-13

VYMI VANGUARD WHITEHALL FDS3.1K sharesnew addition2026-03-312026-05-13

AVEM AMERICAN CENTY ETF TR3.2K shares0.00%2026-03-312026-05-13

EFA ISHARES TR2.1K sharesnew addition2026-03-312026-05-13

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DFAC

DIMENSIONAL ETF TRUST

0.79%

Shares2.4M

Event2026-03-31

Filed2026-05-13

DFUV

DIMENSIONAL ETF TRUST

0.45%

Shares977.9K

Event2026-03-31

Filed2026-05-13

AVUV

AMERICAN CENTY ETF TR

0.81%

Shares113.5K

Event2026-03-31

Filed2026-05-13

DFAX

DIMENSIONAL ETF TRUST

-0.85%

Shares302.5K

Event2026-03-31

Filed2026-05-13

AVDV

AMERICAN CENTY ETF TR

-1.11%

Shares95.7K

Event2026-03-31

Filed2026-05-13

DFNM

DIMENSIONAL ETF TRUST

0.62%

Shares170.0K

Event2026-03-31

Filed2026-05-13

VPU

VANGUARD WORLD FD

-0.58%

Shares28.6K

Event2026-03-31

Filed2026-05-13

DFIC

DIMENSIONAL ETF TRUST

0.96%

Shares159.2K

Event2026-03-31

Filed2026-05-13

DFCF

DIMENSIONAL ETF TRUST

-7.82%

Shares133.5K

Event2026-03-31

Filed2026-05-13

DFAT

DIMENSIONAL ETF TRUST

-0.71%

Shares83.8K

Event2026-03-31

Filed2026-05-13

DFIV

DIMENSIONAL ETF TRUST

-0.64%

Shares95.1K

Event2026-03-31

Filed2026-05-13

DFEM

DIMENSIONAL ETF TRUST

1.00%

Shares119.6K

Event2026-03-31

Filed2026-05-13

DFGX

DIMENSIONAL ETF TRUST

4.40%

Shares76.9K

Event2026-03-31

Filed2026-05-13

DFSD

DIMENSIONAL ETF TRUST

6.50%

Shares83.4K

Event2026-03-31

Filed2026-05-13

DFIP

DIMENSIONAL ETF TRUST

5.47%

Shares94.2K

Event2026-03-31

Filed2026-05-13

DFGR

DIMENSIONAL ETF TRUST

0.03%

Shares103.0K

Event2026-03-31

Filed2026-05-13

DFLV

DIMENSIONAL ETF TRUST

0.59%

Shares66.6K

Event2026-03-31

Filed2026-05-13

DFAE

DIMENSIONAL ETF TRUST

-0.03%

Shares59.2K

Event2026-03-31

Filed2026-05-13

DFSV

DIMENSIONAL ETF TRUST

4.04%

Shares42.3K

Event2026-03-31

Filed2026-05-13

AVUS

AMERICAN CENTY ETF TR

0.00%

Shares11.9K

Event2026-03-31

Filed2026-05-13

DGCB

DIMENSIONAL ETF TRUST

7.51%

Shares24.3K

Event2026-03-31

Filed2026-05-13

LIBD

STONE RIDGE TR

0.92%

Shares4.4K

Event2026-03-31

Filed2026-05-13

DUSB

DIMENSIONAL ETF TRUST

-9.80%

Shares22.3K

Event2026-03-31

Filed2026-05-13

DFEV

DIMENSIONAL ETF TRUST

-0.53%

Shares31.4K

Event2026-03-31

Filed2026-05-13

DFAR

DIMENSIONAL ETF TRUST

1.68%

Shares45.8K

Event2026-03-31

Filed2026-05-13

DISV

DIMENSIONAL ETF TRUST

0.35%

Shares26.8K

Event2026-03-31

Filed2026-05-13

LIAM

STONE RIDGE TR

0.00%

Shares4.3K

Event2026-03-31

Filed2026-05-13

VANGUARD INDEX FDS

-0.21%

Shares1.4K

Event2026-03-31

Filed2026-05-13

DFAI

DIMENSIONAL ETF TRUST

-4.71%

Shares20.7K

Event2026-03-31

Filed2026-05-13

DFAS

DIMENSIONAL ETF TRUST

0.00%

Shares11.1K

Event2026-03-31

Filed2026-05-13

VEU

VANGUARD INTL EQUITY INDEX F

New

Shares6.3K

Event2026-03-31

Filed2026-05-13

AVLV

AMERICAN CENTY ETF TR

0.00%

Shares5.5K

Event2026-03-31

Filed2026-05-13

FNDC

SCHWAB STRATEGIC TR

New

Shares8.0K

Event2026-03-31

Filed2026-05-13

AVIV

AMERICAN CENTY ETF TR

0.00%

Shares4.6K

Event2026-03-31

Filed2026-05-13

DFUS

DIMENSIONAL ETF TRUST

0.00%

Shares4.9K

Event2026-03-31

Filed2026-05-13

EMXC

ISHARES INC

New

Shares4.3K

Event2026-03-31

Filed2026-05-13

DFAU

DIMENSIONAL ETF TRUST

-29.52%

Shares7.4K

Event2026-03-31

Filed2026-05-13

VYMI

VANGUARD WHITEHALL FDS

New

Shares3.1K

Event2026-03-31

Filed2026-05-13

AVEM

AMERICAN CENTY ETF TR

0.00%

Shares3.2K

Event2026-03-31

Filed2026-05-13

EFA

ISHARES TR

New

Shares2.1K

Event2026-03-31

Filed2026-05-13

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available