Porter White Investment Advisors, Inc. Top Holdings and 13F Report (2025) About Porter White Investment Advisors, Inc.Investment ActivityPorter White Investment Advisors, Inc. has $232.91 million in total holdings as of September 30, 2025.Porter White Investment Advisors, Inc. owns shares of 35 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 2.76% of the portfolio was purchased this quarter.About 1.11% of the portfolio was sold this quarter.This quarter, Porter White Investment Advisors, Inc. has purchased 37 new stocks and bought additional shares in 14 stocks.Porter White Investment Advisors, Inc. sold shares of 15 stocks and completely divested from 3 stocks this quarter.Largest Holdings Dimensional U.S. Core Equity 2 ETF $94,001,686Dimensional US Marketwide Value ETF $43,120,497Avantis U.S. Small Cap Value ETF $10,869,320Dimensional World ex U.S. Core Equity 2 ETF $9,565,432Avantis International Small Cap Value ETF $8,844,623 Largest New Holdings this Quarter 86172B643 - STONE RIDGE TR $1,050,553 Holding Largest Purchases this Quarter DIMENSIONAL ETF TRUST 21,805 shares (about $1.18M)Dimensional Inflation-Protected Securities ETF 25,500 shares (about $1.08M)STONE RIDGE TR 4,305 shares (about $1.05M)Dimensional Short-Duration Fixed Income ETF 19,122 shares (about $921.50K)Dimensional Core Fixed Income ETF 20,819 shares (about $890.23K) Largest Sales this Quarter DIMENSIONAL ETF TRUST 11,419 shares (about $579.90K)Dimensional U.S. Core Equity 2 ETF 8,383 shares (about $323.33K)Avantis International Small Cap Value ETF 1,387 shares (about $123.48K)Dimensional World ex U.S. Core Equity 2 ETF 2,943 shares (about $92.35K)Dimensional Emerging Markets Core Equity 2 ETF 1,603 shares (about $51.41K) Sector Allocation Over TimeMap of 500 Largest Holdings ofPorter White Investment Advisors, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDFACDimensional U.S. Core Equity 2 ETF$94,001,686$323,332 ▼-0.3%2,437,17140.4%ETFDFUVDimensional US Marketwide Value ETF$43,120,497$478,675 ▲1.1%964,88018.5%ETFAVUVAvantis U.S. Small Cap Value ETF$10,869,320$61,211 ▲0.6%109,2064.7%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$9,565,432$92,352 ▼-1.0%304,8254.1%ETFAVDVAvantis International Small Cap Value ETF$8,844,623$123,485 ▼-1.4%99,3443.8%ETFDFNMDimensional National Municipal Bond ETF$7,685,197$181,892 ▲2.4%160,1753.3%ETFDFCFDimensional Core Fixed Income ETF$5,469,338$890,226 ▲19.4%127,9072.3%ETFVPUVanguard Utilities ETF$5,424,901$28,790 ▼-0.5%28,6412.3%ETFDFICDimensional International Core Equity 2 ETF$5,368,484$31,610 ▼-0.6%163,7232.3%ETFDFATDimensional U.S. Targeted Value ETF$4,914,848$990 ▼0.0%84,4332.1%ETFDFIVDimensional International Value ETF$4,554,916$37,311 ▼-0.8%98,7622.0%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$3,947,417$51,408 ▼-1.3%123,0871.7%ETFDIMENSIONAL ETF TRUST$3,354,345$1,176,608 ▲54.0%62,1631.4%GLOBAL EX US CORDFSDDimensional Short-Duration Fixed Income ETF$3,283,039$921,502 ▲39.0%68,1261.4%ETFDFIPDimensional Inflation-Protected Securities ETF$3,104,334$1,076,867 ▲53.1%73,5101.3%ETFDFGRDimensional Global Real Estate ETF$2,687,601$4,970 ▲0.2%98,4101.2%ETFDFLVDimensional US Large Cap Value ETF$2,180,182$4,113 ▲0.2%66,2660.9%ETFDFAEDimensional Emerging Core Equity Market ETF$1,847,311$8,072 ▼-0.4%58,5880.8%ETFAVUSAvantis U.S. Equity ETF$1,292,2260.0%11,8880.6%ETFDFSVDimensional US Small Cap Value ETF$1,277,051$22,575 ▲1.8%40,1080.5%ETFDIMENSIONAL ETF TRUST$1,053,273$539,307 ▲104.9%18,9950.5%GLOBAL CR ETFSTONE RIDGE TR$1,050,553$1,050,553 ▲New Holding4,3050.5%LIFEX 2055 INFLADFARDimensional US Real Estate ETF$1,026,734$14,477 ▲1.4%43,0490.4%ETFDFEVDimensional Emerging Markets Value ETF$1,023,173$5,326 ▲0.5%32,0840.4%ETFDISVDimensional International Small Cap Value ETF$970,414$20,058 ▼-2.0%27,1900.4%ETFVOOVanguard S&P 500 ETF$857,027$613 ▼-0.1%1,3990.4%ETFDFAIDimensional International Core Equity Market ETF$786,532$13,523 ▼-1.7%21,6370.3%ETFDFASDimensional U.S. Small Cap ETF$756,784$2,807 ▼-0.4%11,0540.3%ETFDIMENSIONAL ETF TRUST$575,182$579,905 ▼-50.2%11,3260.2%ULTRASHORT FIXEDDFAUDimensional US Core Equity Market ETF$481,141$15,696 ▼-3.2%10,5140.2%ETFAVLVAvantis U.S. Large Cap Value ETF$395,1900.0%5,4690.2%ETFDFUSDimensional U.S. Equity ETF$352,1310.0%4,8610.2%ETFAVIVAvantis International Large Cap Value ETF$312,3150.0%4,6310.1%ETFDIMENSIONAL ETF TRUST$239,863$503 ▲0.2%3,3370.1%WORLD EQUITY ETFAVEMAvantis Emerging Markets Equity ETF$239,3000.0%3,1860.1%ETFSTONE RIDGE TR$0$488,136 ▼-100.0%00.0%LIFEX 2054 INFLASTONE RIDGE TR$0$484,851 ▼-100.0%00.0%LIFEX 2052 INFLASTONE RIDGE TR$0$271,262 ▼-100.0%00.0%LIFEX 2061 INFLAShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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