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CIK: 0001612457
Total reported value
$259.7M
$259.7M
34 檔
57.2%
At the close of Q1 2025, Porter White Investment Advisors, Inc. disclosed equity holdings valued at approximately $259.7M, spread across 34 reported holdings.
In Q1 2025, Porter White Investment Advisors, Inc. displayed an active expansion posture, initiating 2 new positions and adding to 22 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 | 41.43% | -2.08% | +2.30% | |
| 2 | DFUV | Dimensional US Marketwide Va | ETF-Other | 19.52% | -0.20% | -0.78% | |
| 3 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 4.83% | +0.98% | +4.76% | |
| 4 | DFAX | Dimensional World Ex US Core | ETF-Other | 4.19% | +0.10% | +5.10% | |
| 5 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 3.57% | +0.06% | +4.75% | |
| 6 | DFIC | Dimensional International Co | ETF-Other | 2.46% | +0.06% | +6.17% | |
| 7 | VPU | Vanguard Utilities ETF | ETF-Other | 2.43% | -0.14% | +0.66% | |
| 8 | DFNM | Dimensional National Muni Bd | ETF-Other | 2.33% | +0.03% | +1.45% | |
| 9 | DFIV | Dimensional International Va | ETF-Other | 2.16% | -0.04% | +9.62% | |
| 10 | DFAT | Dimensional US Target Value | ETF-Other | 2.15% | +0.10% | -1.19% | |
| 11 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 2.06% | -0.19% | +10.79% | |
| 12 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 1.69% | +0.22% | +4.69% | |
| 13 | DFGR | Dim Global Real Estate ETF | ETF-Other | 1.12% | +0.04% | +8.97% | |
| 14 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 1.07% | +0.06% | +10.13% | |
| 15 | DFSD | Dimensional Short Duration | ETF-Other | 0.99% | -0.04% | +75.91% | |
| 16 | DFIP | Dimensional Inflation-protec | ETF-Other | 0.94% | -0.02% | +49.82% | |
| 17 | DFGX | Dimsnl Intr Cf In Etf-usd In | ETF-Other | 0.87% | — | +129.35% | |
| 18 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.75% | +0.13% | +0.89% | |
| 19 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.70% | +0.05% | +16.08% | |
| 20 | DUSB | Dimension Ultrashort Fi ETF | ETF-Other | 0.55% | -0.04% | +16.18% | |
| 21 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 0.54% | +0.06% | — | |
| 22 | DFEV | Dimensional Emrg Mrkt Val | ETF-Other | 0.53% | +0.11% | +13.70% | |
| 23 | DFAR | Dimensional US Real Est ETF | ETF-Other | 0.50% | +0.05% | -3.01% | |
| 24 | DISV | Dimensional International Sm | ETF-Other | 0.41% | — | -8.21% | |
| 25 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.36% | +0.04% | -0.92% | |
| 26 | DFAI | Dimensional International Co | ETF-Other | 0.35% | +0.01% | +3.94% | |
| 27 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.33% | +0.04% | -0.14% | |
| 28 | ✓ | Stone Ridge Tr | Stock-Other | 0.25% | — | — | |
| 29 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.21% | +0.02% | +0.96% | |
| 30 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 0.18% | +0.53% | — | |
| 31 | DGCB | Dimensional Global Credit | ETF-Other | 0.15% | — | — | |
| 32 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.15% | +0.01% | — | |
| 33 | AVIV | Avantis Int Lrg Cap Val ETF | ETF-Other | 0.13% | — | — | |
| 34 | DFAW | Dimensional World Eqty ETF | ETF-Other | 0.10% | — | +0.15% |
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 34 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including DFAC, DFUV, AVUV) accounted for 57.2% of total reported equity market value during Q1 2025.
Top New Position Initiated
STONE RIDGE TR
市值: $495.6K
Top Position Liquidated / Trimmed
DFUV
前期市值: $39.5M
During Q1 2025, Porter White Investment Advisors, Inc.'s top holdings by market value included DFAC (41.4%)、DFUV (19.5%)、AVUV (4.8%). The largest single position, DFAC, represented 41.4% of total portfolio value.
In Q1 2025, Porter White Investment Advisors, Inc. made 30 total portfolio adjustments, initiating 2 new buys, adding to 22 positions, trimming 6 holdings, and fully liquidating 0 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.
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