§ 13F · FUND PROFILE
Porter White Investment Advisors, Inc..
AUM · $260M (13F)Positions · 40Turnover · n/a · Q2Filed · Jul 16, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 16, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | 2.10M | $93M | 35.9% | −14% |
| 2 | DFUV | DIMENSIONAL ETF TRUST | 887K | $49M | 18.8% | −9% |
| 3 | AVUV | AMERICAN CENTY ETF TR | 125K | $16M | 6.0% | +10% |
| 4 | DFAX | DIMENSIONAL ETF TRUST | 298K | $11M | 4.2% | −2% |
| 5 | AVDV | AMERICAN CENTY ETF TR | 98K | $10M | 3.9% | +2% |
| 6 | DFNM | DIMENSIONAL ETF TRUST | 177K | $9M | 3.3% | +4% |
| 7 | DFIC | DIMENSIONAL ETF TRUST | 162K | $6M | 2.3% | +2% |
| 8 | DFAT | DIMENSIONAL ETF TRUST | 82K | $6M | 2.2% | −3% |
| 9 | VPU | VANGUARD WORLD FD | 28K | $6M | 2.1% | −1% |
| 10 | DFCF | DIMENSIONAL ETF TRUST | 128K | $5M | 2.1% | −4% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE PORTER SIGNAL
AC read
Porter White Investment Advisors, Inc. is a Other fund managing $260 million in assets. The fund runs a portfolio of 40 positions.
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