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

Porter White Investment Advisors, Inc.

  • $233 Billion
  • Q3 2025
Number of Shares
11,326
Previous 22,745 50.2%
Holding current value
$575 Million
Previous $1.15 Billion 50.17%
% of portfolio
0.25%
Previous 0.54%

Shares

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

Oct 22, 2025
SELL
N/A
-11,419 Reduced 50.2%
11,326 $575 Million
Q2 2025

Jul 17, 2025
BUY
N/A
893 Added 4.09%
22,745 $1.15 Billion
Q1 2025

May 30, 2025
BUY
N/A
21,852 New
21,852 $1.11 Billion
Q4 2024

Jun 16, 2025
SELL
N/A
-3,043 Reduced 13.93%
18,809 $952 Million
Q3 2024

Jul 07, 2025
BUY
N/A
731 Added 14.36%
5,820 $295 Million
Q2 2024

Jul 07, 2025
SELL
N/A
-16,763 Reduced 76.71%
5,089 $258 Million
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