Porter White Investment Advisors, Inc. Top Holdings and 13F Report (2025) About Porter White Investment Advisors, Inc.Investment ActivityPorter White Investment Advisors, Inc. has $214.76 million in total holdings as of June 30, 2025.Porter White Investment Advisors, Inc. owns shares of 37 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 2.51% of the portfolio was purchased this quarter.About 2.95% of the portfolio was sold this quarter.This quarter, Porter White Investment Advisors, Inc. has purchased 34 new stocks and bought additional shares in 14 stocks.Porter White Investment Advisors, Inc. sold shares of 15 stocks and completely divested from 0 stocks this quarter.Largest Holdings Dimensional U.S. Core Equity 2 ETF $87,648,669Dimensional US Marketwide Value ETF $40,342,245Avantis U.S. Small Cap Value ETF $9,892,642Dimensional World ex U.S. Core Equity 2 ETF $9,039,139Avantis International Small Cap Value ETF $7,985,933 Largest New Holdings this Quarter 86172B817 - STONE RIDGE TR $488,136 Holding86172B734 - STONE RIDGE TR $271,262 Holding025072604 - Avantis Emerging Markets Equity ETF $218,368 Holding Largest Purchases this Quarter Dimensional National Municipal Bond ETF 57,303 shares (about $2.72M)STONE RIDGE TR 2,462 shares (about $488.14K)DIMENSIONAL ETF TRUST 6,678 shares (about $356.33K)Dimensional Core Fixed Income ETF 7,890 shares (about $333.43K)Dimensional Short-Duration Fixed Income ETF 6,757 shares (about $324.41K) Largest Sales this Quarter Dimensional U.S. Core Equity 2 ETF 93,737 shares (about $3.36M)Dimensional International Value ETF 11,110 shares (about $475.84K)Dimensional World ex U.S. Core Equity 2 ETF 15,701 shares (about $461.14K)Dimensional International Core Equity 2 ETF 14,717 shares (about $457.55K)Dimensional US Small Cap Value ETF 10,585 shares (about $311.51K) 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$87,648,669$3,359,535 ▼-3.7%2,445,55440.8%ETFDFUVDimensional US Marketwide Value ETF$40,342,245$174,870 ▼-0.4%954,16918.8%ETFAVUVAvantis U.S. Small Cap Value ETF$9,892,642$300,083 ▼-2.9%108,5914.6%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$9,039,139$461,138 ▼-4.9%307,7684.2%ETFAVDVAvantis International Small Cap Value ETF$7,985,933$225,313 ▼-2.7%100,7313.7%ETFDFNMDimensional National Municipal Bond ETF$7,417,293$2,717,881 ▲57.8%156,3843.5%ETFDFICDimensional International Core Equity 2 ETF$5,120,110$457,551 ▼-8.2%164,6872.4%ETFVPUVanguard Utilities ETF$5,082,213$6,178 ▲0.1%28,7932.4%ETFDFATDimensional U.S. Targeted Value ETF$4,556,934$5,072 ▲0.1%84,4502.1%ETFDFCFDimensional Core Fixed Income ETF$4,525,526$333,430 ▲8.0%107,0882.1%ETFDFIVDimensional International Value ETF$4,264,645$475,843 ▼-10.0%99,5712.0%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$3,700,800$138,190 ▼-3.6%124,6901.7%ETFDFGRDimensional Global Real Estate ETF$2,635,452$322,469 ▲13.9%98,2281.2%ETFDFSDDimensional Short-Duration Fixed Income ETF$2,352,705$324,407 ▲16.0%49,0041.1%ETFDIMENSIONAL ETF TRUST$2,153,479$356,334 ▲19.8%40,3581.0%GLOBAL EX US CORDFLVDimensional US Large Cap Value ETF$2,051,693$151,098 ▼-6.9%66,1411.0%ETFDFIPDimensional Inflation-Protected Securities ETF$2,007,280$118,656 ▲6.3%48,0100.9%ETFDFAEDimensional Emerging Core Equity Market ETF$1,703,546$492 ▲0.0%58,8440.8%ETFAVUSAvantis U.S. Equity ETF$1,198,5480.0%11,8880.6%ETFDFSVDimensional US Small Cap Value ETF$1,159,503$311,514 ▼-21.2%39,3990.5%ETFDIMENSIONAL ETF TRUST$1,154,309$45,320 ▲4.1%22,7450.5%ULTRASHORT FIXEDDFARDimensional US Real Estate ETF$995,692$3,542 ▲0.4%42,4420.5%ETFDFEVDimensional Emerging Markets Value ETF$957,196$237,372 ▼-19.9%31,9170.4%ETFDISVDimensional International Small Cap Value ETF$913,327$21,984 ▼-2.4%27,7520.4%ETFVOOVanguard S&P 500 ETF$795,111$568 ▼-0.1%1,4000.4%ETFDFAIDimensional International Core Equity Market ETF$760,865$17,804 ▼-2.3%22,0090.4%ETFDFASDimensional U.S. Small Cap ETF$706,836$64 ▲0.0%11,0950.3%ETFDIMENSIONAL ETF TRUST$502,658$186,497 ▲59.0%9,2690.2%GLOBAL CR ETFSTONE RIDGE TR$488,136$488,136 ▲New Holding2,4620.2%LIFEX 2054 INFLASTONE RIDGE TR$484,8510.0%2,6250.2%LIFEX 2052 INFLADFAUDimensional US Core Equity Market ETF$459,899$1,059 ▼-0.2%10,8570.2%ETFAVLVAvantis U.S. Large Cap Value ETF$373,0400.0%5,4690.2%ETFDFUSDimensional U.S. Equity ETF$325,7840.0%4,8610.2%ETFAVIVAvantis International Large Cap Value ETF$288,2100.0%4,6310.1%ETFSTONE RIDGE TR$271,262$271,262 ▲New Holding1,1300.1%LIFEX 2061 INFLADIMENSIONAL ETF TRUST$223,379$872 ▲0.4%3,3300.1%WORLD EQUITY ETFAVEMAvantis Emerging Markets Equity ETF$218,368$218,368 ▲New Holding3,1860.1%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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