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

Porter White Investment Advisors, Inc.

66,141

Previous 71,012 6.86%

$2.05 Billion

Previous $2.17 Billion 5.49%

0.96%

Previous 1.07%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 17, 2025	SELL	N/A	-4,871 Reduced 6.86%	66,141 $2.05 Billion
Q1 2025 May 30, 2025	BUY	N/A	71,012 New	71,012 $2.17 Billion
Q4 2024 Jun 16, 2025	SELL	N/A	-6,529 Reduced 9.19%	64,483 $1.94 Billion
Q3 2024 Jul 07, 2025	SELL	N/A	-67 Reduced 0.1%	64,180 $1.98 Billion
Q2 2024 Jul 07, 2025	SELL	N/A	-6,765 Reduced 9.53%	64,247 $1.86 Billion
Q1 2024 Jul 15, 2025	BUY	N/A	11,671 Added 22.19%	64,276 $1.93 Billion
Q4 2023 Jul 15, 2025	SELL	N/A	-18,407 Reduced 25.92%	52,605 $1.42 Billion

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