Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Porter White Investment Advisors, Inc. (CIK 1612457) reported $259.7M across 40 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: DFAC ($93.2M, 35.88%), DFUV ($48.8M, 18.78%), AVUV ($15.6M, 6.00%), DFAX ($11.0M, 4.22%), AVDV ($10.1M, 3.89%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | $93.2M | 35.88% | 2.1M | Trimmed |
| 2 | DFUV | DIMENSIONAL ETF TRUST | $48.8M | 18.78% | 886,806 | Trimmed |
| 3 | AVUV | AMERICAN CENTY ETF TR | $15.6M | 6.00% | 124,935 | Added |
| 4 | DFAX | DIMENSIONAL ETF TRUST | $11.0M | 4.22% | 297,632 | Trimmed |
| 5 | AVDV | AMERICAN CENTY ETF TR | $10.1M | 3.89% | 97,956 | Added |
| 6 | DFNM | DIMENSIONAL ETF TRUST | $8.5M | 3.29% | 176,591 | Added |
| 7 | DFIC | DIMENSIONAL ETF TRUST | $6.0M | 2.33% | 162,353 | Added |
| 8 | DFAT | DIMENSIONAL ETF TRUST | $5.7M | 2.20% | 81,639 | Trimmed |
| 9 | VPU | VANGUARD WORLD FD | $5.5M | 2.13% | 28,323 | Trimmed |
| 10 | DFCF | DIMENSIONAL ETF TRUST | $5.4M | 2.07% | 127,527 | Trimmed |
| 11 | DFIV | DIMENSIONAL ETF TRUST | $5.1M | 1.97% | 94,770 | Trimmed |
| 12 | DFEM | DIMENSIONAL ETF TRUST | $4.9M | 1.87% | 119,479 | Trimmed |
| 13 | DFGX | DIMENSIONAL ETF TRUST | $4.2M | 1.62% | 78,642 | Added |
| 14 | DFSD | DIMENSIONAL ETF TRUST | $4.1M | 1.56% | 85,057 | Added |
| 15 | DFIP | DIMENSIONAL ETF TRUST | $4.0M | 1.55% | 97,595 | Added |
| 16 | DFGR | DIMENSIONAL ETF TRUST | $3.0M | 1.14% | 102,562 | Trimmed |
| 17 | DFLV | DIMENSIONAL ETF TRUST | $2.6M | 1.01% | 66,124 | Trimmed |
| 18 | DFAE | DIMENSIONAL ETF TRUST | $2.4M | 0.93% | 59,834 | Added |
| 19 | AVLV | AMERICAN CENTY ETF TR | $1.9M | 0.71% | 20,357 | Added |
| 20 | DFSV | DIMENSIONAL ETF TRUST | $1.7M | 0.64% | 43,058 | Added |
| 21 | AVUS | AMERICAN CENTY ETF TR | $1.5M | 0.59% | 11,888 | Hold |
| 22 | DFEV | DIMENSIONAL ETF TRUST | $1.4M | 0.56% | 33,979 | Added |
| 23 | DGCB | DIMENSIONAL ETF TRUST | $1.4M | 0.53% | 25,120 | Added |
| 24 | DFAR | DIMENSIONAL ETF TRUST | $1.2M | 0.48% | 47,563 | Added |
| 25 | LIBD | STONE RIDGE TR | $1.2M | 0.47% | 4,424 | Added |
Source: SEC Form 13F filings · as of 2026-06-30