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 10,857 shares of DFAU stock, worth $472,388. This represents 0.21% of its overall portfolio holdings.

Number of Shares

10,857

Previous 10,882 0.23%

Holding current value

$472,388

Previous $418 Million 9.93%

% of portfolio

0.21%

Previous 0.21%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 17, 2025	SELL	$34.04 - $42.36 $851 - $1,059	-25 Reduced 0.23%	10,857 $460 Million
Q1 2025 May 30, 2025	BUY	$37.84 - $42.29 $411,774 - $460,199	10,882 New	10,882 $418 Million
Q4 2024 Jun 16, 2025	SELL	$39.27 - $42.38 $4,044 - $4,365	-103 Reduced 0.95%	10,779 $436 Million
Q3 2024 Jul 07, 2025	SELL	$35.8 - $39.69 $316,328 - $350,700	-8,836 Reduced 45.13%	10,744 $426 Million
Q2 2024 Jul 07, 2025	BUY	$34.53 - $37.67 $300,341 - $327,653	8,698 Added 79.93%	19,580 $734 Million
Q1 2024 Jul 15, 2025	BUY	$32.59 - $36.54 $62,246 - $69,791	1,910 Added 10.71%	19,744 $721 Million
Q4 2023 Jul 15, 2025	BUY	$28.58 - $33.37 $6,259 - $7,308	219 Added 1.24%	17,834 $593 Million
Q3 2023 Jul 15, 2025	BUY	$29.79 - $32.13 $804 - $867	27 Added 0.15%	17,615 $528 Million
Q2 2023 Jul 15, 2025	BUY	$28.25 - $30.99 $45,708 - $50,141	1,618 Added 10.13%	17,588 $545 Million
Q1 2023 Jul 15, 2025	BUY	$26.87 - $29.65 $483 - $533	18 Added 0.11%	15,970 $459 Million
Q4 2022 Jul 15, 2025	BUY	$25.24 - $28.83 $127,966 - $146,168	5,070 Added 46.59%	15,952 $431 Million

Others Institutions Holding DFAU

# of Institutions

522

Shares Held

140M

Call Options Held

30.6K

Put Options Held

700

View Full List

About DIMENSIONAL ETF TR

Ticker DFAU
Sector ETFs
Industry ETFs

More about DFAU

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