A detailed history of Porter White Investment Advisors, Inc. transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Porter White Investment Advisors, Inc. holds 84,450 shares of DFAT stock, worth $4.73 Million. This represents 2.12% of its overall portfolio holdings.

Number of Shares
84,450
Previous 84,356 0.11%
Holding current value
$4.73 Million
Previous $4.34 Billion 4.91%
% of portfolio
2.12%
Previous 2.15%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 17, 2025

BUY
$44.8 - $53.97 $4,211 - $5,073
94 Added 0.11%
84,450 $4.56 Billion
Q1 2025

May 30, 2025

BUY
$50.44 - $58.1 $4.25 Million - $4.9 Million
84,356 New
84,356 $4.34 Billion
Q4 2024

Jun 16, 2025

BUY
$54.54 - $61.04 $55,303 - $61,894
1,014 Added 1.2%
85,370 $4.75 Billion
Q3 2024

Jul 07, 2025

SELL
$51.0 - $57.07 $118,881 - $133,030
-2,331 Reduced 2.6%
87,435 $4.86 Billion
Q2 2024

Jul 07, 2025

BUY
$50.18 - $54.47 $271,473 - $294,682
5,410 Added 6.41%
89,766 $4.66 Billion
Q1 2024

Jul 15, 2025

SELL
$49.45 - $54.43 $70,367 - $77,453
-1,423 Reduced 1.54%
90,761 $4.94 Billion
Q4 2023

Jul 15, 2025

SELL
$42.71 - $53.09 $184,208 - $228,977
-4,313 Reduced 4.47%
92,184 $4.82 Billion
Q3 2023

Jul 15, 2025

SELL
$45.07 - $49.71 $108,708 - $119,900
-2,412 Reduced 2.44%
96,497 $4.41 Billion
Q2 2023

Jul 15, 2025

SELL
$41.44 - $46.39 $11,188 - $12,525
-270 Reduced 0.27%
98,909 $4.59 Billion
Q1 2023

Jul 15, 2025

SELL
$42.38 - $49.75 $80,945 - $95,022
-1,910 Reduced 1.89%
99,179 $4.41 Billion
Q4 2022

Jul 15, 2025

BUY
$40.24 - $46.91 $673,335 - $784,945
16,733 Added 19.84%
101,089 $4.44 Billion

Others Institutions Holding DFAT

About DIMENSIONAL ETF TR U S TARGET


  • Ticker DFAT
  • Sector ETFs
  • Industry ETFs
More about DFAT
Track This Portfolio

Track Porter White Investment Advisors, Inc. Portfolio

Follow Porter White Investment Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Porter White Investment Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Porter White Investment Advisors, Inc. with notifications on news.