Porter White Investment Advisors, Inc. Dimensional ETF Tr Dimensional Transaction History
Porter White Investment Advisors, Inc.
- $233 Billion
- Q3 2025
A detailed history of Porter White Investment Advisors, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Porter White Investment Advisors, Inc. holds 43,049 shares of DFAR stock, worth $1.01 Million. This represents 0.44% of its overall portfolio holdings.
Number of Shares
43,049
Previous 42,442
1.43%
Holding current value
$1.01 Million
Previous $996 Million
3.12%
% of portfolio
0.44%
Previous 0.46%
Shares
12 transactions
Others Institutions Holding DFAR
# of Institutions
281Shares Held
46MCall Options Held
0Put Options Held
0-
Vista Wealth Management Group, LLC3.13MShares$73.4 Million5.07% of portfolio
-
Prudential Financial Inc Newark, NJ2.49MShares$58.3 Million0.07% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.38MShares$55.7 Million0.07% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA2.2MShares$51.5 Million10.63% of portfolio
-
Root Financial Partners, LLC Solana Beach, CA1.58MShares$37.1 Million2.33% of portfolio