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 $249.7M across 39 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DFAC ($94.8M, 37.96%), DFUV ($47.4M, 18.98%), AVUV ($12.5M, 5.02%), DFAX ($10.3M, 4.12%), AVDV ($9.6M, 3.83%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | $94.8M | 37.96% | 2.4M | Added |
| 2 | DFUV | DIMENSIONAL ETF TRUST | $47.4M | 18.98% | 977,943 | Added |
| 3 | AVUV | AMERICAN CENTY ETF TR | $12.5M | 5.02% | 113,506 | Added |
| 4 | DFAX | DIMENSIONAL ETF TRUST | $10.3M | 4.12% | 302,525 | Trimmed |
| 5 | AVDV | AMERICAN CENTY ETF TR | $9.6M | 3.83% | 95,658 | Trimmed |
| 6 | DFNM | DIMENSIONAL ETF TRUST | $8.1M | 3.26% | 169,995 | Added |
| 7 | VPU | VANGUARD WORLD FD | $5.7M | 2.27% | 28,601 | Trimmed |
| 8 | DFIC | DIMENSIONAL ETF TRUST | $5.7M | 2.27% | 159,221 | Added |
| 9 | DFCF | DIMENSIONAL ETF TRUST | $5.6M | 2.26% | 133,511 | Trimmed |
| 10 | DFAT | DIMENSIONAL ETF TRUST | $5.2M | 2.10% | 83,822 | Trimmed |
| 11 | DFIV | DIMENSIONAL ETF TRUST | $5.0M | 2.01% | 95,133 | Trimmed |
| 12 | DFEM | DIMENSIONAL ETF TRUST | $4.1M | 1.65% | 119,559 | Added |
| 13 | DFGX | DIMENSIONAL ETF TRUST | $4.0M | 1.62% | 76,907 | Added |
| 14 | DFSD | DIMENSIONAL ETF TRUST | $4.0M | 1.60% | 83,411 | Added |
| 15 | DFIP | DIMENSIONAL ETF TRUST | $3.9M | 1.57% | 94,247 | Added |
| 16 | DFGR | DIMENSIONAL ETF TRUST | $2.7M | 1.10% | 102,956 | Added |
| 17 | DFLV | DIMENSIONAL ETF TRUST | $2.4M | 0.95% | 66,575 | Added |
| 18 | DFAE | DIMENSIONAL ETF TRUST | $2.0M | 0.80% | 59,227 | Trimmed |
| 19 | DFSV | DIMENSIONAL ETF TRUST | $1.5M | 0.59% | 42,281 | Added |
| 20 | DGCB | DIMENSIONAL ETF TRUST | $1.3M | 0.53% | 24,290 | Added |
| 21 | AVUS | AMERICAN CENTY ETF TR | $1.3M | 0.53% | 11,888 | Hold |
| 22 | LFAE | STONE RIDGE TR | $1.2M | 0.49% | 4,402 | Added |
| 23 | DFEV | DIMENSIONAL ETF TRUST | $1.1M | 0.45% | 31,426 | Trimmed |
| 24 | DUSB | DIMENSIONAL ETF TRUST | $1.1M | 0.45% | 22,304 | Trimmed |
| 25 | DFAR | DIMENSIONAL ETF TRUST | $1.1M | 0.43% | 45,768 | Added |
Source: SEC Form 13F filings · as of 2026-03-31