Porter White Investment Advisors, Inc. Dimensional ETF Tr 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 stock. As of the latest transaction made, Porter White Investment Advisors, Inc. holds 304,825 shares of DFAX stock, worth $9.68 Million. This represents 4.11% of its overall portfolio holdings.

Number of Shares

304,825

Previous 307,768 0.96%

Holding current value

$9.68 Million

Previous $9.04 Billion 5.82%

% of portfolio

4.11%

Previous 4.21%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 22, 2025	SELL	$29.25 - $31.56 $86,082 - $92,881	-2,943 Reduced 0.96%	304,825 $9.57 Billion
Q2 2025 Jul 17, 2025	SELL	$23.37 - $29.39 $366,932 - $461,452	-15,701 Reduced 4.85%	307,768 $9.04 Billion
Q1 2025 May 30, 2025	BUY	$24.45 - $27.2 $7.91 Million - $8.8 Million	323,469 New	323,469 $8.47 Billion
Q4 2024 Jun 16, 2025	SELL	$24.76 - $27.04 $388,509 - $424,284	-15,691 Reduced 4.85%	307,778 $7.65 Billion
Q3 2024 Jul 07, 2025	SELL	$24.29 - $27.25 $60,992 - $68,424	-2,511 Reduced 0.82%	303,568 $8.2 Billion
Q2 2024 Jul 07, 2025	SELL	$24.57 - $26.36 $427,272 - $458,400	-17,390 Reduced 5.38%	306,079 $7.78 Billion
Q1 2024 Jul 15, 2025	SELL	$23.42 - $25.45 $246,261 - $267,606	-10,515 Reduced 3.3%	308,180 $7.84 Billion
Q4 2023 Jul 15, 2025	BUY	$21.44 - $24.42 $18,952 - $21,587	884 Added 0.28%	318,695 $7.78 Billion
Q3 2023 Jul 15, 2025	BUY	$22.41 - $24.35 $57,795 - $62,798	2,579 Added 0.82%	317,811 $7.16 Billion
Q2 2023 Jul 15, 2025	SELL	$22.56 - $24.03 $174,479 - $185,848	-7,734 Reduced 2.39%	315,232 $7.35 Billion
Q1 2023 Jul 15, 2025	SELL	$21.74 - $23.72 $328,208 - $358,100	-15,097 Reduced 4.47%	322,966 $7.45 Billion
Q4 2022 Jul 15, 2025	BUY	$18.81 - $22.36 $274,513 - $326,321	14,594 Added 4.51%	338,063 $7.3 Billion

Others Institutions Holding DFAX

# of Institutions

663

Shares Held

255M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFAX

More about DFAX

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Porter White Investment Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Porter White Investment Advisors, Inc. with notifications on news.

Account

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