Porter White Investment Advisors, Inc. Portfolio Stock Holdings
According to the SEC 13F filed on July 16, 2026, Porter White Investment Advisors, Inc. disclosed 40 stock positions valued at approximately $259.74M as of quarter-end June 30, 2026. The largest holdings include DIMENSIONAL ETF TRUST, DIMENSIONAL ETF TRUST, and AMERICAN CENTY ETF TR.
- Report Period
- June 30, 2026
- No. of Stocks
- 40
- Portfolio Value
- $259.74M
Holdings by Sector
Porter White Investment Advisors, Inc. Portfolio Holdings in Q2 2026
38 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | DFAC | Other | 35.88% | 2,100,973 | -338,671 | -13.88% | $93,199,174 |
| DIMENSIONAL ETF TRUST | DFUV | Other | 18.78% | 886,806 | -91,137 | -9.32% | $48,783,198 |
| AMERICAN CENTY ETF TR | AVUV | Other | 6.00% | 124,935 | +11,429 | +10.07% | $15,586,930 |
| DIMENSIONAL ETF TRUST | DFAX | Other | 4.22% | 297,632 | -4,893 | -1.62% | $10,964,779 |
| AMERICAN CENTY ETF TR | AVDV | Other | 3.89% | 97,956 | +2,298 | +2.40% | $10,094,377 |
| DIMENSIONAL ETF TRUST | DFNM | Other | 3.29% | 176,591 | +6,596 | +3.88% | $8,535,506 |
| DIMENSIONAL ETF TRUST | DFIC | Other | 2.33% | 162,353 | +3,132 | +1.97% | $6,049,276 |
| DIMENSIONAL ETF TRUST | DFAT | Other | 2.20% | 81,639 | -2,183 | -2.60% | $5,706,582 |
| VANGUARD WORLD FD | VPU | Other | 2.13% | 28,323 | -278 | -0.97% | $5,543,753 |
| DIMENSIONAL ETF TRUST | DFCF | Other | 2.07% | 127,527 | -5,984 | -4.48% | $5,382,906 |
| DIMENSIONAL ETF TRUST | DFIV | Other | 1.97% | 94,770 | -363 | -0.38% | $5,119,467 |
| DIMENSIONAL ETF TRUST | DFEM | Other | 1.87% | 119,479 | -80 | -0.07% | $4,855,621 |
| DIMENSIONAL ETF TRUST | DFGX | Other | 1.62% | 78,642 | +1,735 | +2.26% | $4,214,803 |
| DIMENSIONAL ETF TRUST | DFSD | Other | 1.56% | 85,057 | +1,646 | +1.97% | $4,061,464 |
| DIMENSIONAL ETF TRUST | DFIP | Other | 1.55% | 97,595 | +3,348 | +3.55% | $4,026,278 |
| DIMENSIONAL ETF TRUST | DFGR | Other | 1.14% | 102,562 | -394 | -0.38% | $2,971,228 |
| DIMENSIONAL ETF TRUST | DFLV | Other | 1.01% | 66,124 | -451 | -0.68% | $2,614,561 |
| DIMENSIONAL ETF TRUST | DFAE | Other | 0.93% | 59,834 | +607 | +1.02% | $2,405,937 |
| AMERICAN CENTY ETF TR | AVLV | Other | 0.71% | 20,357 | +14,888 | +272.23% | $1,856,762 |
| DIMENSIONAL ETF TRUST | DFSV | Other | 0.64% | 43,058 | +777 | +1.84% | $1,670,207 |
| AMERICAN CENTY ETF TR | AVUS | Other | 0.59% | 11,888 | - | - | $1,522,615 |
| DIMENSIONAL ETF TRUST | DFEV | Other | 0.56% | 33,979 | +2,553 | +8.12% | $1,449,765 |
| DIMENSIONAL ETF TRUST | DGCB | Other | 0.53% | 25,120 | +830 | +3.42% | $1,373,286 |
| DIMENSIONAL ETF TRUST | DFAR | Other | 0.48% | 47,563 | +1,795 | +3.92% | $1,244,244 |
| DIMENSIONAL ETF TRUST | DISV | Other | 0.42% | 27,214 | +374 | +1.39% | $1,092,083 |
| DIMENSIONAL ETF TRUST | DUSB | Other | 0.41% | 21,007 | -1,297 | -5.82% | $1,066,759 |
| VANGUARD INDEX FDS | VOO | Other | 0.38% | 1,448 | +44 | +3.13% | $994,787 |
| DIMENSIONAL ETF TRUST | DFAS | Other | 0.35% | 11,055 | +1 | +0.01% | $910,247 |
| DIMENSIONAL ETF TRUST | DFAI | Other | 0.33% | 20,740 | +70 | +0.34% | $855,518 |
| VANGUARD INTL EQUITY INDEX F | VEU | Other | 0.20% | 6,314 | +30 | +0.48% | $528,832 |
| ISHARES INC | EMXC | Other | 0.17% | 4,324 | +24 | +0.56% | $442,392 |
| DIMENSIONAL ETF TRUST | DFUS | Other | 0.15% | 4,861 | - | - | $398,310 |
| SCHWAB STRATEGIC TR | FNDC | Other | 0.15% | 8,031 | +46 | +0.58% | $389,984 |
| DIMENSIONAL ETF TRUST | DFAU | Other | 0.15% | 7,438 | +21 | +0.28% | $384,480 |
| AMERICAN CENTY ETF TR | AVIV | Other | 0.14% | 4,631 | - | - | $358,532 |
| VANGUARD WHITEHALL FDS | VYMI | Other | 0.12% | 3,138 | +40 | +1.29% | $308,120 |
| AMERICAN CENTY ETF TR | AVEM | Other | 0.12% | 3,186 | - | - | $307,417 |
| ISHARES TR | EFA | Other | 0.09% | 2,126 | +33 | +1.58% | $220,811 |