Porter White Investment Advisors, Inc. Dimensional ETF Tr Core Fxd In 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 Core Fxd In stock. As of the latest transaction made, Porter White Investment Advisors, Inc. holds 107,088 shares of DFCF stock, worth $4.5 Million. This represents 2.11% of its overall portfolio holdings.

Number of Shares

107,088

Previous 99,198 7.95%

Holding current value

$4.5 Million

Previous $4.17 Billion 8.47%

% of portfolio

2.11%

Previous 2.06%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 17, 2025	BUY	$41.1 - $42.37 $324,279 - $334,299	7,890 Added 7.95%	107,088 $4.53 Billion
Q1 2025 May 30, 2025	BUY	$40.79 - $42.32 $4.05 Million - $4.2 Million	99,198 New	99,198 $4.17 Billion
Q4 2024 Jun 16, 2025	SELL	$41.17 - $43.34 $397,784 - $418,751	-9,662 Reduced 9.74%	89,536 $3.7 Billion
Q3 2024 Jul 07, 2025	BUY	$41.34 - $43.55 $122,449 - $128,995	2,962 Added 3.56%	86,069 $3.72 Billion
Q2 2024 Jul 07, 2025	SELL	$40.79 - $41.97 $656,351 - $675,339	-16,091 Reduced 16.22%	83,107 $3.45 Billion
Q1 2024 Jul 15, 2025	BUY	$41.54 - $42.6 $610,513 - $626,092	14,697 Added 21.82%	82,065 $3.44 Billion
Q4 2023 Jul 15, 2025	BUY	$39.52 - $42.54 $434,364 - $467,557	10,991 Added 19.5%	67,368 $2.86 Billion
Q3 2023 Jul 15, 2025	BUY	$40.3 - $42.05 $813,374 - $848,695	20,183 Added 55.76%	56,377 $2.28 Billion
Q2 2023 Jul 15, 2025	BUY	$41.55 - $42.94 $889,211 - $918,958	21,401 Added 144.67%	36,194 $1.51 Billion
Q1 2023 Jul 15, 2025	BUY	$41.26 - $43.27 $42,992 - $45,087	1,042 Added 7.58%	14,793 $629 Million
Q4 2022 Jul 15, 2025	SELL	$39.82 - $42.74 $3.4 Million - $3.65 Million	-85,447 Reduced 86.14%	13,751 $571 Million

Others Institutions Holding DFCF

# of Institutions

428

Shares Held

121M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR CORE FXD IN

Ticker DFCF
Sector ETFs
Industry ETFs

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Porter White Investment Advisors, Inc. Dimensional ETF Tr Core Fxd In Transaction History