13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001612457
Total reported value
$259.7M
$259.7M
32 檔
57.7%
During the Q4 2024 filing period, Porter White Investment Advisors, Inc. (CIK: 0001612457) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $259.7M across 32 reported positions.
In Q4 2024, Porter White Investment Advisors, Inc. displayed an active expansion posture, initiating 0 new positions and adding to 20 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 43.55% | -2.08% | -1.25% | |
| 2 | DFUV | Dimensional US Marketwide Va | ETF-Other | 20.05% | -0.20% | -0.20% | |
| 3 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 5.23% | +0.98% | +1.22% | |
| 4 | DFAX | Dimensional World Ex US Core | ETF-Other | 3.88% | +0.10% | +1.39% | |
| 5 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 3.26% | +0.06% | +3.30% | |
| 6 | DFAT | Dimensional US Target Value | ETF-Other | 2.41% | +0.10% | -2.36% | |
| 7 | VPU | Vanguard Utilities ETF | ETF-Other | 2.37% | -0.14% | -1.68% | |
| 8 | DFNM | Dimensional National Muni Bd | ETF-Other | 2.37% | +0.03% | +1.57% | |
| 9 | DFIC | Dimensional International Co | ETF-Other | 2.22% | +0.06% | +3.43% | |
| 10 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 1.87% | -0.19% | +4.03% | |
| 11 | DFIV | Dimensional International Va | ETF-Other | 1.82% | -0.04% | +0.40% | |
| 12 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 1.64% | +0.22% | +3.77% | |
| 13 | DFGR | Dim Global Real Estate ETF | ETF-Other | 1.02% | +0.04% | +4.08% | |
| 14 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 0.98% | +0.06% | +0.47% | |
| 15 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.75% | +0.13% | +0.05% | |
| 16 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.67% | +0.05% | -3.89% | |
| 17 | DFIP | Dimensional Inflation-protec | ETF-Other | 0.62% | -0.02% | +18.37% | |
| 18 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 0.58% | +0.06% | — | |
| 19 | DFSD | Dimensional Short Duration | ETF-Other | 0.57% | -0.04% | +48.60% | |
| 20 | DFAR | Dimensional US Real Est ETF | ETF-Other | 0.51% | +0.05% | +1.57% | |
| 21 | DUSB | Dimension Ultrashort Fi ETF | ETF-Other | 0.48% | -0.04% | +223.18% | |
| 22 | DFEV | Dimensional Emrg Mrkt Val | ETF-Other | 0.47% | +0.11% | +3.58% | |
| 23 | DISV | Dimensional International Sm | ETF-Other | 0.42% | — | +0.19% | |
| 24 | DFGX | Dimsnl Intr Cf In Etf-usd In | ETF-Other | 0.39% | — | +54.94% | |
| 25 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.39% | +0.04% | +1.29% | |
| 26 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.37% | +0.04% | — | |
| 27 | DFAI | Dimensional International Co | ETF-Other | 0.32% | +0.01% | -6.73% | |
| 28 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.22% | +0.02% | +0.33% | |
| 29 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 0.19% | +0.53% | — | |
| 30 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.16% | +0.01% | — | |
| 31 | AVIV | Avantis Int Lrg Cap Val ETF | ETF-Other | 0.12% | — | — | |
| 32 | DFAW | Dimensional World Eqty ETF | ETF-Other | 0.10% | — | -8.94% |
According to official SEC Form 13F filings, Porter White Investment Advisors, Inc. reported a total U.S. public equity portfolio value of $259.7M across 32 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including DFAC, DFUV, AVUV) accounted for 57.7% of total reported equity market value during Q4 2024.
Top Position Liquidated / Trimmed
AVEM
前期市值: $205.8K
During Q4 2024, Porter White Investment Advisors, Inc.'s top holdings by market value included DFAC (43.5%)、DFUV (20.1%)、AVUV (5.2%). The largest single position, DFAC, represented 43.5% of total portfolio value.
In Q4 2024, Porter White Investment Advisors, Inc. made 28 total portfolio adjustments, initiating 0 new buys, adding to 20 positions, trimming 7 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.