Porter White Investment Advisors, Inc. Dimensional ETF Tr Dimensional 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 Dimensional stock. As of the latest transaction made, Porter White Investment Advisors, Inc. holds 40,108 shares of DFSV stock, worth $1.27 Million. This represents 0.55% of its overall portfolio holdings.

Number of Shares

40,108

Previous 39,399 1.8%

Holding current value

$1.27 Million

Previous $1.16 Billion 10.14%

% of portfolio

0.55%

Previous 0.54%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 22, 2025	BUY	$29.2 - $32.74 $20,702 - $23,212	709 Added 1.8%	40,108 $1.28 Billion
Q2 2025 Jul 17, 2025	SELL	$24.21 - $29.47 $256,262 - $311,939	-10,585 Reduced 21.18%	39,399 $1.16 Billion
Q1 2025 May 30, 2025	BUY	$27.56 - $32.1 $1.38 Million - $1.6 Million	49,984 New	49,984 $1.41 Billion
Q4 2024 Jun 16, 2025	SELL	$30.18 - $33.87 $208,936 - $234,482	-6,923 Reduced 13.85%	43,061 $1.33 Billion
Q3 2024 Jul 07, 2025	SELL	$28.25 - $31.7 $3,418 - $3,835	-121 Reduced 0.27%	44,805 $1.38 Billion
Q2 2024 Jul 07, 2025	SELL	$27.81 - $30.13 $140,662 - $152,397	-5,058 Reduced 10.12%	44,926 $1.29 Billion
Q1 2024 Jul 15, 2025	BUY	$27.45 - $30.1 $95,031 - $104,206	3,462 Added 8.12%	46,079 $1.39 Billion
Q4 2023 Jul 15, 2025	SELL	$23.61 - $29.53 $16,243 - $20,316	-688 Reduced 1.59%	42,617 $1.24 Billion
Q3 2023 Jul 15, 2025	SELL	$24.97 - $27.69 $261,211 - $289,665	-10,461 Reduced 19.46%	43,305 $1.1 Billion
Q2 2023 Jul 15, 2025	BUY	$23.17 - $25.7 $23,262 - $25,802	1,004 Added 1.9%	53,766 $1.38 Billion
Q1 2023 Jul 15, 2025	BUY	$23.74 - $28.31 $118,486 - $141,295	4,991 Added 10.45%	52,762 $1.32 Billion
Q4 2022 Jul 15, 2025	SELL	$22.47 - $26.46 $49,726 - $58,555	-2,213 Reduced 4.43%	47,771 $1.18 Billion

Others Institutions Holding DFSV

# of Institutions

482

Shares Held

132M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFSV
Sector ETFs
Industry ETFs

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