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 27,752 shares of DISV stock, worth $953,003. This represents 0.43% of its overall portfolio holdings.

Number of Shares

27,752

Previous 28,420 2.35%

Holding current value

$953,003

Previous $828 Million 10.36%

% of portfolio

0.43%

Previous 0.41%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 17, 2025	SELL	$25.93 - $32.91 $17,321 - $21,983	-668 Reduced 2.35%	27,752 $913 Million
Q1 2025 May 30, 2025	BUY	$26.09 - $30.21 $741,477 - $858,568	28,420 New	28,420 $828 Million
Q4 2024 Jun 16, 2025	BUY	$26.18 - $28.77 $66,523 - $73,104	2,541 Added 8.94%	30,961 $823 Million
Q3 2024 Jul 07, 2025	SELL	$26.06 - $29.18 $110,259 - $123,460	-4,231 Reduced 12.04%	30,901 $898 Million
Q2 2024 Jul 07, 2025	BUY	$26.23 - $28.56 $176,055 - $191,694	6,712 Added 23.62%	35,132 $945 Million
Q1 2024 Jul 15, 2025	SELL	$24.73 - $27.24 $17,236 - $18,986	-697 Reduced 1.92%	35,670 $970 Million
Q4 2023 Jul 15, 2025	SELL	$22.43 - $25.87 $538 - $620	-24 Reduced 0.07%	36,367 $938 Million
Q3 2023 Jul 15, 2025	SELL	$23.27 - $25.13 $294,388 - $317,919	-12,651 Reduced 25.8%	36,391 $865 Million
Q2 2023 Jul 15, 2025	BUY	$23.01 - $24.6 $2,922 - $3,124	127 Added 0.26%	49,042 $1.16 Billion
Q1 2023 Jul 15, 2025	BUY	$22.4 - $24.75 $31,382 - $34,674	1,401 Added 2.95%	48,915 $1.16 Billion
Q4 2022 Jul 15, 2025	BUY	$18.45 - $22.54 $352,284 - $430,378	19,094 Added 67.19%	47,514 $1.06 Billion

Others Institutions Holding DISV

# of Institutions

357

Shares Held

77.4M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DISV
Sector ETFs
Industry ETFs

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