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

Porter White Investment Advisors, Inc.

  • $233 Billion
  • Q3 2025
Number of Shares
62,163
Previous 40,358 54.03%
Holding current value
$3.35 Billion
Previous $2.15 Billion 55.76%
% of portfolio
1.44%
Previous 1.0%

Shares

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

Oct 22, 2025
BUY
N/A
21,805 Added 54.03%
62,163 $3.35 Billion
Q2 2025

Jul 17, 2025
BUY
N/A
6,678 Added 19.83%
40,358 $2.15 Billion
Q1 2025

May 30, 2025
BUY
N/A
33,680 New
33,680 $1.76 Billion
Q4 2024

Jun 16, 2025
SELL
N/A
-18,995 Reduced 56.4%
14,685 $768 Million
Q3 2024

Jul 07, 2025
BUY
N/A
1,144 Added 13.73%
9,478 $513 Million
Q2 2024

Jul 07, 2025
SELL
N/A
-25,346 Reduced 75.26%
8,334 $438 Million
Q1 2024

Jul 15, 2025
SELL
N/A
-26,099 Reduced 77.49%
7,581 $402 Million
Track This Portfolio

Track Porter White Investment Advisors, Inc. Portfolio

Follow Porter White Investment Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Porter White Investment Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Porter White Investment Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email