Porter White Investment Advisors, Inc. Dimensional ETF Tr U S Small C Transaction History

Porter White Investment Advisors, Inc.

$215 Billion
Q2 2025

A detailed history of Porter White Investment Advisors, Inc. transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Porter White Investment Advisors, Inc. holds 11,095 shares of DFAS stock, worth $732,270. This represents 0.33% of its overall portfolio holdings.

Number of Shares

11,095

Previous 11,094 0.01%

Holding current value

$732,270

Previous $663 Million 6.63%

% of portfolio

0.33%

Previous 0.33%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 17, 2025	BUY	$52.31 - $63.72 $52 - $63	1 Added 0.01%	11,095 $707 Million
Q1 2025 May 30, 2025	BUY	$58.81 - $68.2 $652,438 - $756,610	11,094 New	11,094 $663 Million
Q4 2024 Jun 16, 2025	BUY	$63.58 - $71.15 $1,017 - $1,138	16 Added 0.14%	11,110 $723 Million
Q3 2024 Jul 07, 2025	SELL	$59.25 - $65.33 $169,395 - $186,778	-2,859 Reduced 20.47%	11,110 $721 Million
Q2 2024 Jul 07, 2025	BUY	$57.42 - $62.37 $165,082 - $179,313	2,875 Added 25.91%	13,969 $839 Million
Q1 2024 Jul 15, 2025	BUY	$56.66 - $62.34 $56 - $62	1 Added 0.01%	13,969 $871 Million
Q2 2023 Jul 15, 2025	BUY	$49.85 - $54.8 $4,436 - $4,877	89 Added 0.64%	13,968 $765 Million
Q4 2022 Jul 15, 2025	BUY	$47.77 - $54.73 $133,039 - $152,423	2,785 Added 25.1%	13,879 $710 Million

Others Institutions Holding DFAS

# of Institutions

826

Shares Held

128M

Call Options Held

Put Options Held

100

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About DIMENSIONAL ETF TR U S SMALL C

Ticker DFAS
Sector ETFs
Industry ETFs

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Porter White Investment Advisors, Inc. Dimensional ETF Tr U S Small C Transaction History