Porter White Investment Advisors, Inc. Dimensional ETF Tr Dimensional 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 Dimensional stock. As of the latest transaction made, Porter White Investment Advisors, Inc. holds 164,687 shares of DFIC stock, worth $5.22 Million. This represents 2.38% of its overall portfolio holdings.

Number of Shares

164,687

Previous 179,404 8.2%

Holding current value

$5.22 Million

Previous $4.98 Billion 2.77%

% of portfolio

2.38%

Previous 2.46%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 17, 2025	SELL	$24.94 - $31.15 $367,041 - $458,434	-14,717 Reduced 8.2%	164,687 $5.12 Billion
Q1 2025 May 30, 2025	BUY	$25.54 - $28.79 $4.58 Million - $5.17 Million	179,404 New	179,404 $4.98 Billion
Q4 2024 Jun 16, 2025	SELL	$25.61 - $28.0 $266,856 - $291,760	-10,420 Reduced 5.81%	168,984 $4.37 Billion
Q3 2024 Jul 07, 2025	BUY	$25.36 - $28.37 $95,936 - $107,323	3,783 Added 2.37%	163,375 $4.6 Billion
Q2 2024 Jul 07, 2025	SELL	$25.73 - $27.44 $509,762 - $543,641	-19,812 Reduced 11.04%	159,592 $4.2 Billion
Q1 2024 Jul 15, 2025	BUY	$24.62 - $26.83 $1 Million - $1.09 Million	40,788 Added 35.65%	155,196 $4.15 Billion
Q4 2023 Jul 15, 2025	BUY	$22.18 - $25.58 $1.31 Million - $1.52 Million	59,234 Added 107.36%	114,408 $2.92 Billion
Q3 2023 Jul 15, 2025	BUY	$23.25 - $25.17 $310,434 - $336,069	13,352 Added 31.93%	55,174 $1.29 Billion
Q2 2023 Jul 15, 2025	BUY	$23.45 - $24.88 $115,772 - $122,832	4,937 Added 13.38%	41,822 $1.02 Billion
Q1 2023 Jul 15, 2025	BUY	$22.5 - $24.64 $45,877 - $50,240	2,039 Added 5.85%	36,885 $888 Million
Q4 2022 Jul 15, 2025	SELL	$19.06 - $23.03 $2.76 Million - $3.33 Million	-144,558 Reduced 80.58%	34,846 $779 Million

Others Institutions Holding DFIC

# of Institutions

493

Shares Held

292M

Call Options Held

6.6K

Put Options Held

3.9K

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFIC
Sector ETFs
Industry ETFs

More about DFIC

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 Dimensional Transaction History