Porter White Investment Advisors, Inc. DIMENSIONAL ETF TRUST Transaction History

Porter White Investment Advisors, Inc.

  • $215 Billion
  • Q2 2025
Number of Shares
9,269
Previous 5,830 58.99%
Holding current value
$503 Million
Previous $310 Million 62.16%
% of portfolio
0.23%
Previous 0.15%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 17, 2025
BUY
N/A
3,439 Added 58.99%
9,269 $503 Million
Q1 2025

May 30, 2025
BUY
N/A
5,830 New
5,830 $310 Million
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