Porter White Investment Advisors, Inc. Dimensional ETF Tr Inflation P 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 Inflation P stock. As of the latest transaction made, Porter White Investment Advisors, Inc. holds 48,010 shares of DFIP stock, worth $2.01 Million. This represents 0.93% of its overall portfolio holdings.

Number of Shares

48,010

Previous 45,172 6.28%

Holding current value

$2.01 Million

Previous $1.9 Billion 5.52%

% of portfolio

0.93%

Previous 0.94%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 17, 2025	BUY	$41.11 - $42.42 $116,670 - $120,387	2,838 Added 6.28%	48,010 $2.01 Billion
Q1 2025 May 30, 2025	BUY	$40.27 - $42.11 $1.82 Million - $1.9 Million	45,172 New	45,172 $1.9 Billion
Q4 2024 Jun 16, 2025	SELL	$40.31 - $42.43 $605,536 - $637,383	-15,022 Reduced 33.26%	30,150 $1.22 Billion
Q3 2024 Jul 07, 2025	BUY	$40.69 - $42.46 $308,877 - $322,313	7,591 Added 42.46%	25,470 $1.08 Billion
Q2 2024 Jul 07, 2025	SELL	$40.31 - $41.37 $1.1 Million - $1.13 Million	-27,293 Reduced 60.42%	17,879 $730 Million
Q1 2024 Jul 15, 2025	SELL	$40.58 - $41.54 $1.15 Million - $1.18 Million	-28,326 Reduced 62.71%	16,846 $695 Million

Others Institutions Holding DFIP

# of Institutions

147

Shares Held

15.8M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR INFLATION P

Ticker DFIP
Sector ETFs
Industry ETFs

More about DFIP

Track This Portfolio

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.

Account

Porter White Investment Advisors, Inc. Dimensional ETF Tr Inflation P Transaction History