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.
Top Buys
D
DFACDIMENSIONAL ETF TRUST+$6.4M
D
DFUVDIMENSIONAL ETF TRUST+$2.8M
D
DFGXDIMENSIONAL ETF TRUST+$1.2M
D
DFIPDIMENSIONAL ETF TRUST+$1.1M
A
AVUVAMERICAN CENTY ETF TR+$976.7K
Top Sells
D
DUSBDIMENSIONAL ETF TRUST-$579.1K
D
DFASDIMENSIONAL ETF TRUST+$49.9K
D
DFARDIMENSIONAL ETF TRUST+$31.0K
D
DFUSDIMENSIONAL ETF TRUST+$26.3K
D
DFAIDIMENSIONAL ETF TRUST+$25.7K
Top Holdings
D
DFACDIMENSIONAL ETF TRUST+40.4%$94.0M
D
DFUVDIMENSIONAL ETF TRUST+18.5%$43.1M
A
AVUVAMERICAN CENTY ETF TR+4.7%$10.9M
D
DFAXDIMENSIONAL ETF TRUST+4.1%$9.6M
A
AVDVAMERICAN CENTY ETF TR+3.8%$8.8M
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 |