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

Porter White Investment Advisors, Inc.

98,228

Previous 86,209 13.94%

$2.64 Billion

Previous $2.26 Billion 16.41%

1.23%

Previous 1.12%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 17, 2025	BUY	N/A	12,019 Added 13.94%	98,228 $2.64 Billion
Q1 2025 May 30, 2025	BUY	N/A	86,209 New	86,209 $2.26 Billion
Q4 2024 Jun 16, 2025	SELL	N/A	-7,099 Reduced 8.23%	79,110 $2.02 Billion
Q3 2024 Jul 07, 2025	BUY	N/A	3,362 Added 4.63%	76,007 $2.19 Billion
Q2 2024 Jul 07, 2025	SELL	N/A	-13,564 Reduced 15.73%	72,645 $1.82 Billion
Q1 2024 Jul 15, 2025	BUY	N/A	19,696 Added 44.78%	63,680 $1.63 Billion
Q4 2023 Jul 15, 2025	SELL	N/A	-42,225 Reduced 48.98%	43,984 $1.14 Billion

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