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CIK: 0001612457
Total reported value
$259.7M
$259.7M
37 檔
59.6%
According to the latest 13F quarterly dataset, Porter White Investment Advisors, Inc. managed an equity portfolio of $259.7M at the end of Q2 2025, spanning 37 distinct U.S. exchange-listed positions.
During Q2 2025, Porter White Investment Advisors, Inc. performed routine portfolio adjustments (3 new buys, 14 additions, 15 trims, and 0 full exits), keeping overall allocation balanced.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 40.81% | -2.08% | -3.69% | |
| 2 | DFUV | Dimensional US Marketwide Va | ETF-Other | 18.79% | -0.20% | -0.43% | |
| 3 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 4.61% | +0.98% | -2.94% | |
| 4 | DFAX | Dimensional World Ex US Core | ETF-Other | 4.21% | +0.10% | -4.85% | |
| 5 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 3.72% | +0.06% | -2.74% | |
| 6 | DFNM | Dimensional National Muni Bd | ETF-Other | 3.45% | +0.03% | +57.83% | |
| 7 | DFIC | Dimensional International Co | ETF-Other | 2.38% | +0.06% | -8.20% | |
| 8 | VPU | Vanguard Utilities ETF | ETF-Other | 2.37% | -0.14% | +0.12% | |
| 9 | DFAT | Dimensional US Target Value | ETF-Other | 2.12% | +0.10% | +0.11% | |
| 10 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 2.11% | -0.19% | +7.95% | |
| 11 | DFIV | Dimensional International Va | ETF-Other | 1.99% | -0.04% | -10.04% | |
| 12 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 1.72% | +0.22% | -3.60% | |
| 13 | DFGR | Dim Global Real Estate ETF | ETF-Other | 1.23% | +0.04% | +13.94% | |
| 14 | DFSD | Dimensional Short Duration | ETF-Other | 1.10% | -0.04% | +15.99% | |
| 15 | DFGX | Dimsnl Intr Cf In Etf-usd In | ETF-Other | 1.00% | — | +19.83% | |
| 16 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 0.96% | +0.06% | -6.86% | |
| 17 | DFIP | Dimensional Inflation-protec | ETF-Other | 0.93% | -0.02% | +6.28% | |
| 18 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.79% | +0.13% | +0.03% | |
| 19 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 0.56% | +0.06% | — | |
| 20 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.54% | +0.05% | -21.18% | |
| 21 | DUSB | Dimension Ultrashort Fi ETF | ETF-Other | 0.54% | -0.04% | +4.09% | |
| 22 | DFAR | Dimensional US Real Est ETF | ETF-Other | 0.46% | +0.05% | +0.36% | |
| 23 | DFEV | Dimensional Emrg Mrkt Val | ETF-Other | 0.45% | +0.11% | -19.87% | |
| 24 | DISV | Dimensional International Sm | ETF-Other | 0.43% | — | -2.35% | |
| 25 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.37% | +0.04% | -0.07% | |
| 26 | DFAI | Dimensional International Co | ETF-Other | 0.35% | +0.01% | -2.29% | |
| 27 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.33% | +0.04% | +0.01% | |
| 28 | DGCB | Dimensional Global Credit | ETF-Other | 0.23% | — | +58.99% | |
| 29 | ✓ | Stock-Other | 0.23% | — | — | ||
| 30 | ✓ | Stone Ridge Tr | Stock-Other | 0.23% | — | — | |
| 31 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.21% | +0.02% | -0.23% | |
| 32 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 0.17% | +0.53% | — | |
| 33 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.15% | +0.01% | — | |
| 34 | AVIV | Avantis Int Lrg Cap Val ETF | ETF-Other | 0.13% | — | — | |
| 35 | ✓ | Stock-Other | 0.13% | — | — | ||
| 36 | DFAW | Dimensional World Eqty ETF | ETF-Other | 0.10% | — | +0.39% | |
| 37 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.10% | +0.02% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DFNM | Dimensional National Muni Bd | +1.1% | +57.83% | Add |
| 2 | ✓ | +0.2% | NEW | New buy | |
| 3 | AVDV | Avantis Intl S/c Value ETF | +0.2% | -2.74% | Trim |
| 4 | DFGX | Dimsnl Intr Cf In Etf-usd In | +0.1% | +19.83% | Add |
| 5 | ✓ | +0.1% | NEW | New buy | |
| 6 | DFGR | Dim Global Real Estate ETF | +0.1% | +13.94% | Add |
| 7 | DFSD | Dimensional Short Duration | +0.1% | +15.99% | Add |
| 8 | AVEM | Avantis Emerging Markets Eq | +0.1% | NEW | New buy |
| 9 | DGCB | Dimensional Global Credit | +0.1% | +58.99% | Add |
| 10 | DFCF | Dimensional Core Fixed Inc | +0.1% | +7.95% | Add |
| 11 | DFAE | Dimensional Emerging Core Eq | 0% | +0.03% | Add |
| 12 | DFEM | Dimensional Emrg Mrkt Core | 0% | -3.60% | Trim |
| 13 | DFAX | Dimensional World Ex US Core | 0% | -4.85% | Trim |
| 14 | AVUS | Avantis U.s. Equity ETF | 0% | — | Unchanged |
| 15 | DISV | Dimensional International Sm | 0% | -2.35% | Trim |
| 16 | VOO | Vanguard S&p 500 ETF | 0% | -0.07% | Trim |
| 17 | DFAI | Dimensional International Co | — | -2.29% | Trim |
| 18 | DFAS | Dimensional US Small Cap ETF | — | +0.01% | Add |
| 19 | DFAU | Dimensional US Core Equity M | — | -0.23% | Trim |
| 20 | DFUS | Dimensional US Eq Mkt ETF | — | — | Unchanged |
| 21 | AVIV | Avantis Int Lrg Cap Val ETF | — | — | Unchanged |
| 22 | DFAW | Dimensional World Eqty ETF | — | +0.39% | Add |
| 23 | DFIP | Dimensional Inflation-protec | 0% | +6.28% | Add |
| 24 | DUSB | Dimension Ultrashort Fi ETF | 0% | +4.09% | Add |
| 25 | AVLV | Avantis US Large Cap Value | 0% | — | Unchanged |
| 26 | ✓ | Stone Ridge Tr | 0% | — | Unchanged |
| 27 | DFAT | Dimensional US Target Value | 0% | +0.11% | Add |
| 28 | DFAR | Dimensional US Real Est ETF | 0% | +0.36% | Add |
| 29 | VPU | Vanguard Utilities ETF | -0.1% | +0.12% | Add |
| 30 | DFIC | Dimensional International Co | -0.1% | -8.20% | Trim |
| 31 | DFEV | Dimensional Emrg Mrkt Val | -0.1% | -19.87% | Trim |
| 32 | DFLV | Dim US Large Cap Value ETF | -0.1% | -6.86% | Trim |
| 33 | DFSV | Dimensional US Small Cap Val | -0.2% | -21.18% | Trim |
| 34 | DFIV | Dimensional International Va | -0.2% | -10.04% | Trim |
| 35 | AVUV | Avantis US Small Cap Value | -0.2% | -2.94% | Trim |
| 36 | DFAC | Dimensional US Core Equity 2 | -0.6% | -3.69% | Trim |
| 37 | DFUV | Dimensional US Marketwide Va | -0.7% | -0.43% | Trim |
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 37 disclosed positions in Q2 2025.
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 59.6% of total reported equity market value during Q2 2025.
Top New Position Initiated
市值: $488.1K
Top Position Liquidated / Trimmed
DFAC
前期市值: $83.7M
During Q2 2025, Porter White Investment Advisors, Inc.'s top holdings by market value included DFAC (40.8%)、DFUV (18.8%)、AVUV (4.6%). The largest single position, DFAC, represented 40.8% of total portfolio value.
In Q2 2025, Porter White Investment Advisors, Inc. made 32 total portfolio adjustments, initiating 3 new buys, adding to 14 positions, trimming 15 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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