Porter White Investment Advisors, Inc. Dimensional ETF Tr 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 stock. As of the latest transaction made, Porter White Investment Advisors, Inc. holds 58,844 shares of DFAE stock, worth $1.73 Million. This represents 0.79% of its overall portfolio holdings.

Number of Shares

58,844

Previous 58,827 0.03%

Holding current value

$1.73 Million

Previous $1.52 Billion 11.85%

% of portfolio

0.79%

Previous 0.75%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 17, 2025	BUY	$22.87 - $28.95 $388 - $492	17 Added 0.03%	58,844 $1.7 Billion
Q1 2025 May 30, 2025	BUY	$24.64 - $26.86 $1.45 Million - $1.58 Million	58,827 New	58,827 $1.52 Billion
Q4 2024 Jun 16, 2025	SELL	$25.36 - $28.15 $13,111 - $14,553	-517 Reduced 0.88%	58,310 $1.48 Billion
Q3 2024 Jul 07, 2025	SELL	$24.46 - $27.82 $59,021 - $67,129	-2,413 Reduced 3.98%	58,279 $1.6 Billion
Q2 2024 Jul 07, 2025	BUY	$24.03 - $26.3 $44,815 - $49,049	1,865 Added 3.17%	60,692 $1.57 Billion
Q1 2024 Jul 15, 2025	BUY	$22.74 - $24.88 $261,032 - $285,597	11,479 Added 23.33%	60,689 $1.5 Billion
Q4 2023 Jul 15, 2025	BUY	$21.63 - $24.11 $94,285 - $105,095	4,359 Added 9.72%	49,210 $1.19 Billion
Q3 2023 Jul 15, 2025	BUY	$22.43 - $24.83 $200,748 - $222,228	8,950 Added 24.93%	44,851 $1.01 Billion
Q2 2023 Jul 15, 2025	BUY	$22.38 - $24.3 $89,631 - $97,321	4,005 Added 12.56%	35,901 $842 Million
Q1 2023 Jul 15, 2025	BUY	$21.78 - $24.36 $49,244 - $55,077	2,261 Added 7.63%	31,896 $734 Million
Q4 2022 Jul 15, 2025	SELL	$19.67 - $22.73 $574,206 - $663,534	-29,192 Reduced 49.62%	29,635 $650 Million

Others Institutions Holding DFAE

# of Institutions

585

Shares Held

167M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR

Ticker DFAE
Sector ETFs
Industry ETFs

More about DFAE

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