Porter White Investment Advisors, Inc. DIMENSIONAL ETF TRUST Transaction History

Porter White Investment Advisors, Inc.

  • $215 Billion
  • Q2 2025
Number of Shares
22,745
Previous 21,852 4.09%
Holding current value
$1.15 Billion
Previous $1.11 Billion 4.13%
% of portfolio
0.54%
Previous 0.55%

Shares

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

Jul 17, 2025
BUY
N/A
893 Added 4.09%
22,745 $1.15 Billion
Q1 2025

May 30, 2025
BUY
N/A
21,852 New
21,852 $1.11 Billion
Q4 2024

Jun 16, 2025
SELL
N/A
-3,043 Reduced 13.93%
18,809 $952 Million
Q3 2024

Jul 07, 2025
BUY
N/A
731 Added 14.36%
5,820 $295 Million
Q2 2024

Jul 07, 2025
SELL
N/A
-16,763 Reduced 76.71%
5,089 $258 Million
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