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

Porter White Investment Advisors, Inc.

  • $233 Billion
  • Q3 2025
Number of Shares
18,995
Previous 9,269 104.93%
Holding current value
$1.05 Billion
Previous $503 Million 109.54%
% of portfolio
0.45%
Previous 0.23%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 22, 2025
BUY
N/A
9,726 Added 104.93%
18,995 $1.05 Billion
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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