Porter White Investment Advisors, Inc. Top Holdings and 13F Report (2025) About Porter White Investment Advisors, Inc.Investment ActivityPorter White Investment Advisors, Inc. has $202.13 million in total holdings as of March 31, 2025.Porter White Investment Advisors, Inc. owns shares of 34 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Largest Holdings Dimensional U.S. Core Equity 2 ETF $83,747,401Dimensional US Marketwide Value ETF $39,453,332Avantis U.S. Small Cap Value ETF $9,753,088Dimensional World ex U.S. Core Equity 2 ETF $8,474,908Avantis International Small Cap Value ETF $7,223,205 Sector AllocationMap of 500 Largest Holdings ofPorter White Investment Advisors, Inc. Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorDFACDimensional U.S. Core Equity 2 ETF$83,747,4012,539,29141.4%ETFDFUVDimensional US Marketwide Value ETF$39,453,332958,30519.5%ETFAVUVAvantis U.S. Small Cap Value ETF$9,753,088111,8854.8%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$8,474,908323,4694.2%ETFAVDVAvantis International Small Cap Value ETF$7,223,205103,5733.6%ETFDFICDimensional International Core Equity 2 ETF$4,982,071179,4042.5%ETFVPUVanguard Utilities ETF$4,912,23628,7582.4%ETFDFNMDimensional National Municipal Bond ETF$4,713,28399,0812.3%ETFDFIVDimensional International Value ETF$4,356,442110,6812.2%ETFDFATDimensional U.S. Targeted Value ETF$4,343,51584,3562.1%ETFDFCFDimensional Core Fixed Income ETF$4,172,29899,1982.1%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$3,422,501129,3461.7%ETFDFGRDimensional Global Real Estate ETF$2,263,85486,2091.1%ETFDFLVDimensional US Large Cap Value ETF$2,170,84571,0121.1%ETFDFSDDimensional Short-Duration Fixed Income ETF$2,007,60742,2471.0%ETFDFIPDimensional Inflation-Protected Securities ETF$1,902,26245,1720.9%ETFDIMENSIONAL ETF TRUST$1,759,80833,6800.9%GLOBAL EX US CORDFAEDimensional Emerging Core Equity Market ETF$1,523,05358,8270.8%ETFDFSVDimensional US Small Cap Value ETF$1,407,06549,9840.7%ETFDIMENSIONAL ETF TRUST$1,108,55221,8520.5%ULTRASHORT FIXEDAVUSAvantis U.S. Equity ETF$1,098,21311,8880.5%ETFDFEVDimensional Emerging Markets Value ETF$1,077,46339,8320.5%ETFDFARDimensional US Real Estate ETF$1,005,25742,2910.5%ETFDISVDimensional International Small Cap Value ETF$827,61628,4200.4%ETFVOOVanguard S&P 500 ETF$720,3841,4010.4%ETFDFAIDimensional International Core Equity Market ETF$703,44222,5240.3%ETFDFASDimensional U.S. Small Cap ETF$662,88811,0940.3%ETFSTONE RIDGE TR$495,6232,6250.2%LIFEX 2052 INFLADFAUDimensional US Core Equity Market ETF$418,33910,8820.2%ETFAVLVAvantis U.S. Large Cap Value ETF$356,6335,4690.2%ETFDIMENSIONAL ETF TRUST$309,9815,8300.2%GLOBAL CR ETFDFUSDimensional U.S. Equity ETF$293,9934,8610.1%ETFAVIVAvantis International Large Cap Value ETF$262,4854,6310.1%ETFDIMENSIONAL ETF TRUST$203,2783,3170.1%WORLD EQUITY ETFShowing 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. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
