Porter White Investment Advisors, Inc. Dimensional ETF Tr U S Core Eq Transaction History
Porter White Investment Advisors, Inc.
- $233 Billion
- Q3 2025
A detailed history of Porter White Investment Advisors, Inc. transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Porter White Investment Advisors, Inc. holds 2,437,171 shares of DFAC stock, worth $93.7 Million. This represents 40.36% of its overall portfolio holdings.
Number of Shares
2,437,171
Previous 2,445,554
0.34%
Holding current value
$93.7 Million
Previous $87.6 Billion
7.25%
% of portfolio
40.36%
Previous 40.81%
Shares
12 transactions
Others Institutions Holding DFAC
# of Institutions
1,153Shares Held
842MCall Options Held
36.6KPut Options Held
7.1K-
Mercer Global Advisors Inc Denver, CO56.6MShares$2.18 Billion4.2% of portfolio
-
Envestnet Asset Management Inc54.8MShares$2.11 Billion0.6% of portfolio
-
Forum Financial Management, LP Lombard, IL40MShares$1.54 Billion23.99% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.43 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$671 Million0.22% of portfolio