Porter White Investment Advisors, Inc. Dimensional ETF Tr U S Core Eq Transaction History

Porter White Investment Advisors, Inc.

$215 Billion
Q2 2025

A detailed history of Porter White Investment Advisors, Inc. transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Porter White Investment Advisors, Inc. holds 2,445,554 shares of DFAC stock, worth $89.7 Million. This represents 40.81% of its overall portfolio holdings.

Number of Shares

2,445,554

Previous 2,539,291 3.69%

Holding current value

$89.7 Million

Previous $83.7 Billion 4.66%

% of portfolio

40.81%

Previous 41.43%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 17, 2025	SELL	$29.12 - $35.84 $2.73 Million - $3.36 Million	-93,737 Reduced 3.69%	2,445,554 $87.6 Billion
Q1 2025 May 30, 2025	BUY	$32.42 - $36.13 $82.3 Million - $91.7 Million	2,539,291 New	2,539,291 $83.7 Billion
Q4 2024 Jun 16, 2025	SELL	$33.92 - $36.6 $1.94 Million - $2.09 Million	-57,050 Reduced 2.25%	2,482,241 $85.9 Billion
Q3 2024 Jul 07, 2025	BUY	$31.05 - $34.29 $49,059 - $54,178	1,580 Added 0.06%	2,513,581 $86.2 Billion
Q2 2024 Jul 07, 2025	SELL	$30.09 - $32.37 $821,156 - $883,377	-27,290 Reduced 1.07%	2,512,001 $81 Billion
Q1 2024 Jul 15, 2025	BUY	$28.62 - $31.95 $4.33 Million - $4.83 Million	151,236 Added 6.35%	2,534,654 $81 Billion
Q4 2023 Jul 15, 2025	BUY	$24.91 - $29.38 $4.33 Million - $5.11 Million	173,790 Added 7.87%	2,383,418 $69.7 Billion
Q3 2023 Jul 15, 2025	BUY	$26.05 - $28.22 $1.54 Million - $1.67 Million	59,216 Added 2.75%	2,209,628 $57.9 Billion
Q2 2023 Jul 15, 2025	BUY	$24.86 - $27.15 $146,077 - $159,533	5,876 Added 0.27%	2,150,412 $58.4 Billion
Q1 2023 Jul 15, 2025	SELL	$24.18 - $26.58 $203,402 - $223,590	-8,412 Reduced 0.39%	2,144,536 $54.6 Billion
Q4 2022 Jul 15, 2025	SELL	$22.49 - $25.81 $8.69 Million - $9.97 Million	-386,343 Reduced 15.21%	2,152,948 $52.3 Billion

Others Institutions Holding DFAC

# of Institutions

1,110

Shares Held

820M

Call Options Held

46.6K

Put Options Held

600

View Full List

About DIMENSIONAL ETF TR U S CORE EQ

Ticker DFAC
Sector ETFs
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Porter White Investment Advisors, Inc. Dimensional ETF Tr U S Core Eq Transaction History