Porter White Investment Advisors, Inc. Top Holdings and 13F Report (2026) About Porter White Investment Advisors, Inc.Investment ActivityPorter White Investment Advisors, Inc. has $259.74 million in total holdings as of June 30, 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 1.58% of the portfolio was purchased this quarter.About 8.01% of the portfolio was sold this quarter.This quarter, Porter White Investment Advisors, Inc. has purchased 40 new stocks and bought additional shares in 24 stocks.Porter White Investment Advisors, Inc. sold shares of 11 stocks and completely divested from 0 stocks this quarter.Largest Holdings Dimensional U.S. Core Equity 2 ETF $93,199,174Dimensional US Marketwide Value ETF $48,783,198Avantis U.S. Small Cap Value ETF $15,586,930Dimensional World ex U.S. Core Equity 2 ETF $10,964,779Avantis International Small Cap Value ETF $10,094,377 Largest Purchases this Quarter Avantis U.S. Small Cap Value ETF 11,429 shares (about $1.43M)Avantis U.S. Large Cap Value ETF 14,888 shares (about $1.36M)Dimensional National Municipal Bond ETF 6,596 shares (about $318.82K)Avantis International Small Cap Value ETF 2,298 shares (about $236.81K)Dimensional Inflation-Protected Securities ETF 3,348 shares (about $138.12K) Largest Sales this Quarter Dimensional U.S. Core Equity 2 ETF 338,671 shares (about $15.02M)Dimensional US Marketwide Value ETF 91,137 shares (about $5.01M)Dimensional Core Fixed Income ETF 5,984 shares (about $252.58K)Dimensional World ex U.S. Core Equity 2 ETF 4,893 shares (about $180.26K)Dimensional U.S. Targeted Value ETF 2,183 shares (about $152.59K) 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$93,199,174$15,023,447 â–¼-13.9%2,100,97335.9%ETFDFUVDimensional US Marketwide Value ETF$48,783,198$5,013,446 â–¼-9.3%886,80618.8%ETFAVUVAvantis U.S. Small Cap Value ETF$15,586,930$1,425,886 â–²10.1%124,9356.0%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$10,964,779$180,258 â–¼-1.6%297,6324.2%ETFAVDVAvantis International Small Cap Value ETF$10,094,377$236,809 â–²2.4%97,9563.9%ETFDFNMDimensional National Municipal Bond ETF$8,535,506$318,817 â–²3.9%176,5913.3%ETFDFICDimensional International Core Equity 2 ETF$6,049,276$116,698 â–²2.0%162,3532.3%ETFDFATDimensional U.S. Targeted Value ETF$5,706,582$152,592 â–¼-2.6%81,6392.2%ETFVPUVanguard Utilities ETF$5,543,753$54,414 â–¼-1.0%28,3232.1%ETFDFCFDimensional Core Fixed Income ETF$5,382,906$252,584 â–¼-4.5%127,5272.1%ETFDFIVDimensional International Value ETF$5,119,467$19,609 â–¼-0.4%94,7702.0%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$4,855,621$3,251 â–¼-0.1%119,4791.9%ETFDIMENSIONAL ETF TRUST$4,214,803$92,987 â–²2.3%78,6421.6%INTL COR FIX ETFDFSDDimensional Short-Duration Fixed Income ETF$4,061,464$78,596 â–²2.0%85,0571.6%ETFDFIPDimensional Inflation-Protected Securities ETF$4,026,278$138,122 â–²3.6%97,5951.6%ETFDFGRDimensional Global Real Estate ETF$2,971,228$11,414 â–¼-0.4%102,5621.1%ETFDFLVDimensional US Large Cap Value ETF$2,614,561$17,833 â–¼-0.7%66,1241.0%ETFDFAEDimensional Emerging Core Equity Market ETF$2,405,937$24,408 â–²1.0%59,8340.9%ETFAVLVAvantis U.S. Large Cap Value ETF$1,856,762$1,357,935 â–²272.2%20,3570.7%ETFDFSVDimensional US Small Cap Value ETF$1,670,207$30,140 â–²1.8%43,0580.6%ETFAVUSAvantis U.S. Equity ETF$1,522,6150.0%11,8880.6%ETFDFEVDimensional Emerging Markets Value ETF$1,449,765$108,928 â–²8.1%33,9790.6%ETFDIMENSIONAL ETF TRUST$1,373,286$45,375 â–²3.4%25,1200.5%GLOBAL CR ETFDFARDimensional US Real Estate ETF$1,244,244$46,957 â–²3.9%47,5630.5%ETFSTONE RIDGE TR$1,232,828$6,131 â–²0.5%4,4240.5%LIFEX 2065 INFDISVDimensional International Small Cap Value ETF$1,092,083$15,008 â–²1.4%27,2140.4%ETFDIMENSIONAL ETF TRUST$1,066,759$65,863 â–¼-5.8%21,0070.4%ULTR FIX INC ETFSTONE RIDGE TR$1,017,5380.0%4,3050.4%LIFEX 2055 INFLAVOOVanguard S&P 500 ETF$994,787$30,228 â–²3.1%1,4480.4%ETFDFASDimensional U.S. Small Cap ETF$910,247$82 â–²0.0%11,0550.4%ETFDFAIDimensional International Core Equity Market ETF$855,518$2,887 â–²0.3%20,7400.3%ETFVEUVanguard FTSE All-World ex-US ETF$528,832$2,513 â–²0.5%6,3140.2%ETFEMXCiShares MSCI Emerging Markets ex China ETF$442,392$2,455 â–²0.6%4,3240.2%ManufacturingDFUSDimensional U.S. Equity ETF$398,3100.0%4,8610.2%ETFFNDCSchwab Fundamental International Small Equity ETF$389,984$2,234 â–²0.6%8,0310.2%ETFDFAUDimensional US Core Equity Market ETF$384,480$1,086 â–²0.3%7,4380.1%ETFAVIVAvantis International Large Cap Value ETF$358,5320.0%4,6310.1%ETFVYMIVanguard International High Dividend Yield ETF$308,120$3,928 â–²1.3%3,1380.1%ETFAVEMAvantis Emerging Markets Equity ETF$307,4170.0%3,1860.1%ETFEFAiShares MSCI EAFE ETF$220,811$3,427 â–²1.6%2,1260.1%FinanceShowing largest 100 holdings. 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