Porter White Investment Advisors, Inc. Purchases and Sells in Q2 2025

Porter White Investment Advisors, Inc.

14 operations

Stock	Shares change	Price Range	Shares Held
DFNM	57.3K + 57.83%	$46.77 - $47.89 $2.68M - $2.74M	156K $7.42B
DIMENSIONAL ETF TRUST	6.68K + 19.83%	N/A	40.4K $2.15B
DIMENSIONAL ETF TRUST	12K + 13.94%	N/A	98.2K $2.64B
DFCF	7.89K + 7.95%	$41.1 - $42.37 $324K - $334K	107K $4.53B
DFSD	6.76K + 15.99%	$47.09 - $48.01 $318K - $324K	49K $2.35B
DFAT	94 + 0.11%	$44.8 - $53.97 $4.21K - $5.07K	84.5K $4.56B

3 operations

Stock	Shares change	Price Range	Shares Held
STONE RIDGE TR	2.46K New	N/A	2.46K $488M
STONE RIDGE TR	1.13K New	N/A	1.13K $271M
AVEM	3.19K New	$53.08 - $68.54 $169K - $218K	3.19K $218M

15 operations

Stock	Shares change	Price Range	Shares Held
DFSV	-10.6K - 21.18%	$24.21 - $29.47 $256K - $312K	39.4K $1.16B
DFEV	-7.92K - 19.87%	$23.66 - $29.99 $187K - $237K	31.9K $957M
DIMENSIONAL ETF TRUST	-4.87K - 6.86%	N/A	66.1K $2.05B
DFIV	-11.1K - 10.04%	$34.67 - $43.21 $385K - $480K	99.6K $4.26B
DFAU	-25 - 0.23%	$34.04 - $42.36 $851 - $1.06K	10.9K $460M
DFAI	-515 - 2.29%	$28.02 - $34.71 $14.4K - $17.9K	22K $761M

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