Porter White Investment Advisors, Inc.: 13F holdings
CIK 16124572026Q2
| Positions | 40 |
|---|
| Reported value | $259.7m |
|---|
| Filed | 2026-07-16 |
|---|
Change since last quarter
| Positions | 40 (+0 vs prior quarter) |
|---|
| Reported value | $259.7m (+4.0%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| DIMENSIONAL ETF TRUST | 2,100,973 | $93.2m | 35.9% |
| YM=F DIMENSIONAL ETF TRUST | 886,806 | $48.8m | 18.8% |
| AVUV AMERICAN CENTY ETF TR | 124,935 | $15.6m | 6.0% |
| DFAX DIMENSIONAL ETF TRUST | 297,632 | $11.0m | 4.2% |
| AVDV AMERICAN CENTY ETF TR | 97,956 | $10.1m | 3.9% |
| DFNM DIMENSIONAL ETF TRUST | 176,591 | $8.5m | 3.3% |
| DFIC DIMENSIONAL ETF TRUST | 162,353 | $6.0m | 2.3% |
| DIMENSIONAL ETF TRUST | 81,639 | $5.7m | 2.2% |
| VPU VANGUARD WORLD FD | 28,323 | $5.5m | 2.1% |
| DFCF DIMENSIONAL ETF TRUST | 127,527 | $5.4m | 2.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1612457")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
Get a free API keySee history bundlesDownload free samples