Porter White Investment Advisors, Inc. Top Holdings and 13F Report (2026) About Porter White Investment Advisors, Inc.Investment ActivityPorter White Investment Advisors, Inc. has $249.72 million in total holdings as of March 31, 2026.Porter White Investment Advisors, Inc. owns shares of 40 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 1.48% of the portfolio was purchased this quarter.About 0.52% of the portfolio was sold this quarter.This quarter, Porter White Investment Advisors, Inc. has purchased 36 new stocks and bought additional shares in 16 stocks.Porter White Investment Advisors, Inc. sold shares of 12 stocks and completely divested from 1 stock this quarter.Largest Holdings Dimensional U.S. Core Equity 2 ETF $94,804,585Dimensional US Marketwide Value ETF $47,391,127Avantis U.S. Small Cap Value ETF $12,539,062Dimensional World ex U.S. Core Equity 2 ETF $10,276,787Avantis International Small Cap Value ETF $9,552,491 Largest New Holdings this Quarter 922042775 - Vanguard FTSE All-World ex-US ETF $471,965 Holding808524748 - Schwab Fundamental International Small Equity ETF $370,185 Holding46434G764 - iShares MSCI Emerging Markets ex China ETF $338,238 Holding921946794 - Vanguard International High Dividend Yield ETF $292,005 Holding464287465 - iShares MSCI EAFE ETF $203,293 Holding Largest Purchases this Quarter Dimensional U.S. Core Equity 2 ETF 19,060 shares (about $740.67K)Vanguard FTSE All-World ex-US ETF 6,284 shares (about $471.97K)Schwab Fundamental International Small Equity ETF 7,985 shares (about $370.19K)iShares MSCI Emerging Markets ex China ETF 4,300 shares (about $338.24K)Vanguard International High Dividend Yield ETF 3,098 shares (about $292.01K) Largest Sales this Quarter Dimensional Core Fixed Income ETF 11,323 shares (about $478.06K)Dimensional US Core Equity Market ETF 3,107 shares (about $140.20K)DIMENSIONAL ETF TRUST 2,422 shares (about $122.82K)Avantis International Small Cap Value ETF 1,070 shares (about $106.85K)Dimensional World ex U.S. Core Equity 2 ETF 2,586 shares (about $87.85K) 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$94,804,585$740,672 â–²0.8%2,439,64438.0%ETFDFUVDimensional US Marketwide Value ETF$47,391,127$211,625 â–²0.4%977,94319.0%ETFAVUVAvantis U.S. Small Cap Value ETF$12,539,062$100,307 â–²0.8%113,5065.0%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$10,276,787$87,847 â–¼-0.8%302,5254.1%ETFAVDVAvantis International Small Cap Value ETF$9,552,491$106,851 â–¼-1.1%95,6583.8%ETFDFNMDimensional National Municipal Bond ETF$8,147,863$49,847 â–²0.6%169,9953.3%ETFVPUVanguard Utilities ETF$5,667,189$33,289 â–¼-0.6%28,6012.3%ETFDFICDimensional International Core Equity 2 ETF$5,657,123$53,863 â–²1.0%159,2212.3%ETFDFCFDimensional Core Fixed Income ETF$5,636,836$478,057 â–¼-7.8%133,5112.3%ETFDFATDimensional U.S. Targeted Value ETF$5,234,687$37,220 â–¼-0.7%83,8222.1%ETFDFIVDimensional International Value ETF$5,021,159$32,354 â–¼-0.6%95,1332.0%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$4,130,764$40,769 â–²1.0%119,5591.7%ETFDIMENSIONAL ETF TRUST$4,033,812$169,992 â–²4.4%76,9071.6%DIMENSIONAL INTEDFSDDimensional Short-Duration Fixed Income ETF$3,993,726$243,662 â–²6.5%83,4111.6%ETFDFIPDimensional Inflation-Protected Securities ETF$3,932,020$203,804 â–²5.5%94,2471.6%ETFDFGRDimensional Global Real Estate ETF$2,736,596$771 â–²0.0%102,9561.1%ETFDFLVDimensional US Large Cap Value ETF$2,377,423$13,891 â–²0.6%66,5751.0%ETFDFAEDimensional Emerging Core Equity Market ETF$2,005,455$677 â–¼0.0%59,2270.8%ETFDFSVDimensional US Small Cap Value ETF$1,481,532$57,536 â–²4.0%42,2810.6%ETFAVUSAvantis U.S. Equity ETF$1,321,7080.0%11,8880.5%ETFDIMENSIONAL ETF TRUST$1,314,966$91,869 â–²7.5%24,2900.5%GLOBAL CR ETFSTONE RIDGE TR$1,218,811$11,075 â–²0.9%4,4020.5%LIFEX 2065 INFDIMENSIONAL ETF TRUST$1,131,057$122,822 â–¼-9.8%22,3040.5%ULTRASHORT FIXEDDFEVDimensional Emerging Markets Value ETF$1,124,428$5,940 â–¼-0.5%31,4260.5%ETFDFARDimensional US Real Estate ETF$1,082,429$17,832 â–²1.7%45,7680.4%ETFDISVDimensional International Small Cap Value ETF$1,058,604$3,668 â–²0.3%26,8400.4%ETFSTONE RIDGE TR$1,016,4430.0%4,3050.4%LIFEX 2055 INFLAVOOVanguard S&P 500 ETF$839,326$1,793 â–¼-0.2%1,4040.3%ETFDFAIDimensional International Core Equity Market ETF$805,337$39,819 â–¼-4.7%20,6700.3%ETFDFASDimensional U.S. Small Cap ETF$786,3140.0%11,0540.3%ETFVEUVanguard FTSE All-World ex-US ETF$471,965$471,965 â–²New Holding6,2840.2%ETFAVLVAvantis U.S. Large Cap Value ETF$440,8560.0%5,4690.2%ETFFNDCSchwab Fundamental International Small Equity ETF$370,185$370,185 â–²New Holding7,9850.1%ETFAVIVAvantis International Large Cap Value ETF$346,5380.0%4,6310.1%ETFDFUSDimensional U.S. Equity ETF$344,6940.0%4,8610.1%ETFEMXCiShares MSCI Emerging Markets ex China ETF$338,238$338,238 â–²New Holding4,3000.1%ManufacturingDFAUDimensional US Core Equity Market ETF$334,678$140,197 â–¼-29.5%7,4170.1%ETFVYMIVanguard International High Dividend Yield ETF$292,005$292,005 â–²New Holding3,0980.1%ETFAVEMAvantis Emerging Markets Equity ETF$256,7280.0%3,1860.1%ETFEFAiShares MSCI EAFE ETF$203,293$203,293 â–²New Holding2,0930.1%FinanceDIMENSIONAL ETF TRUST$0$223,054 â–¼-100.0%00.0%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. 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