Porter White Investment Advisors, Inc. Dimensional ETF Tr Us Marketwi 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 Us Marketwi stock. As of the latest transaction made, Porter White Investment Advisors, Inc. holds 964,880 shares of DFUV stock, worth $43 Million. This represents 18.51% of its overall portfolio holdings.

Number of Shares

964,880

Previous 954,169 1.12%

Holding current value

$43 Million

Previous $40.3 Billion 6.89%

% of portfolio

18.51%

Previous 18.79%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 22, 2025	BUY	$41.91 - $44.87 $448,898 - $480,602	10,711 Added 1.12%	964,880 $43.1 Billion
Q2 2025 Jul 17, 2025	SELL	$36.25 - $42.28 $149,930 - $174,870	-4,136 Reduced 0.43%	954,169 $40.3 Billion
Q1 2025 May 30, 2025	BUY	$39.96 - $43.3 $38.3 Million - $41.5 Million	958,305 New	958,305 $39.5 Billion
Q4 2024 Jun 16, 2025	BUY	$40.38 - $44.35 $305,999 - $336,084	7,578 Added 0.79%	965,883 $39.5 Billion
Q3 2024 Jul 07, 2025	BUY	$38.51 - $41.69 $241,149 - $261,062	6,262 Added 0.65%	967,789 $40.3 Billion
Q2 2024 Jul 07, 2025	BUY	$38.53 - $40.76 $124,143 - $131,328	3,222 Added 0.34%	961,527 $37.8 Billion
Q1 2024 Jul 15, 2025	BUY	$36.22 - $40.9 $937,880 - $1.06 Million	25,894 Added 2.77%	961,474 $39.3 Billion
Q4 2023 Jul 15, 2025	SELL	$31.85 - $37.39 $248,430 - $291,642	-7,800 Reduced 0.83%	935,580 $34.8 Billion
Q3 2023 Jul 15, 2025	BUY	$33.83 - $36.19 $785,397 - $840,187	23,216 Added 2.52%	943,380 $32.1 Billion
Q2 2023 Jul 15, 2025	BUY	$32.32 - $34.5 $320,549 - $342,171	9,918 Added 1.09%	920,164 $31.7 Billion
Q1 2023 Jul 15, 2025	SELL	$31.9 - $35.83 $390,647 - $438,774	-12,246 Reduced 1.33%	910,246 $30.5 Billion
Q4 2022 Jul 15, 2025	SELL	$30.23 - $35.36 $1.08 Million - $1.27 Million	-35,813 Reduced 3.74%	922,492 $30.9 Billion

Others Institutions Holding DFUV

# of Institutions

755

Shares Held

278M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR US MARKETWI

Ticker DFUV
Sector ETFs
Industry ETFs

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