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Porter White Investment Advisors, Inc.
CIK:0001612457
Investment Adviser
$712M AUM
35 holdings
Birmingham, AL, USA
Porter White Investment Advisors, Inc. offers investment advisory services and is registered with the SEC. The firm provides financial guidance and management for businesses, institutions, and families.
Latest 13F Filing Activity
Porter White Investment Advisors, Inc. filed their most recent 13F report on Sep 30, 2025 disclosing 34 equity positions with a total 13F market value of $233M. The fund increased holdings in Dimensional Etf Trust, Dimensional Etf Trust, Dimensional Etf Trust among other positions. Porter White Investment Advisors, Inc. reduced exposure to Dimensional Etf Trust, Dimensional Etf Trust, American Centy Etf TR among others.
Top Buys
Top Holdings
Equity Positions (34)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DFAC | DIMENSIONAL ETF TRUST | 40.36% | $94.0M | 2,437,171 | $25.30 | $38.57 | +$6.4M |
D DFUV | DIMENSIONAL ETF TRUST | 18.51% | $43.1M | 964,880 | $33.87 | $44.69 | +$2.8M |
A AVUV | AMERICAN CENTY ETF TR | 4.67% | $10.9M | 109,206 | $86.34 | $99.53 | +$976.7K |
D DFAX | DIMENSIONAL ETF TRUST | 4.11% | $9.6M | 304,825 | $21.88 | $31.38 | +$526.3K |
A AVDV | AMERICAN CENTY ETF TR | 3.80% | $8.8M | 99,344 | $61.52 | $89.03 | +$858.7K |
Industry Allocation
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