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

Porter White Investment Advisors, Inc.

  • $215 Billion
  • Q2 2025
Number of Shares
40,358
Previous 33,680 19.83%
Holding current value
$2.15 Billion
Previous $1.76 Billion 22.37%
% of portfolio
1.0%
Previous 0.87%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
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