Porter White Investment Advisors, Inc.

CIK 0001612457 • 17 13F filings • May 30, 2025 – Oct 14, 2026

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Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q4 2024

Q4 2023

Q4 2022

Q3 2025

FinancialsOther

Holdings by filing

Portfolio value: $214.8M37 positionsView on SEC.gov

			% of Portfolio
AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$218K	0.1%	3,186 SH	New
AMERICAN CENTY ETF TR	INTERNATIONAL LR	$288K	0.1%Prev: 0.1%	4,631 SH	Increased
AMERICAN CENTY ETF TR	INTL SMCP VLU	$8.0M	3.7%Prev: 3.2%	100,731 SH	Increased+7,644 SH
AMERICAN CENTY ETF TR	US EQT ETF	$1.2M	0.6%Prev: 0.6%	11,888 SH	Increased
AMERICAN CENTY ETF TR	US LARGE CAP VLU	$373K	0.2%Prev: 0.2%	5,469 SH	Increased
AMERICAN CENTY ETF TR	US SML CP VALU	$9.9M	4.6%Prev: 4.9%	108,591 SH	Increased+6,020 SH
DIMENSIONAL ETF TRUST	CORE FIXED INCOM	$4.5M	2.1%Prev: 1.9%	107,088 SH	Increased+23,981 SH
DIMENSIONAL ETF TRUST	EMERGING MKTS CO	$3.7M	1.7%Prev: 1.7%	124,690 SH	Increased+8,803 SH
DIMENSIONAL ETF TRUST	EMERGING MKTS VA	$957K	0.4%Prev: 0.5%	31,917 SH	Increased-1,513 SH
DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$1.7M	0.8%Prev: 0.8%	58,844 SH	Increased-1,848 SH
DIMENSIONAL ETF TRUST	GLOBAL CR ETF	$503K	0.2%	9,269 SH	New
DIMENSIONAL ETF TRUST	GLOBAL EX US COR	$2.2M	1.0%Prev: 0.2%	40,358 SH	Increased+32,024 SH
DIMENSIONAL ETF TRUST	GLOBAL REAL EST	$2.6M	1.2%Prev: 1.0%	98,228 SH	Increased+25,583 SH
DIMENSIONAL ETF TRUST	INFLATION PROTE	$2.0M	0.9%Prev: 0.4%	48,010 SH	Increased+30,131 SH
DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$4.3M	2.0%Prev: 1.9%	99,571 SH	Increased-1,332 SH
DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$761K	0.4%Prev: 0.5%	22,009 SH	Decreased-7,064 SH
DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$5.1M	2.4%Prev: 2.2%	164,687 SH	Increased+5,095 SH
DIMENSIONAL ETF TRUST	INTL SMALL CAP V	$913K	0.4%Prev: 0.5%	27,752 SH	Decreased-7,380 SH
DIMENSIONAL ETF TRUST	NATL MUN BD ETF	$7.4M	3.5%Prev: 2.4%	156,384 SH	Increased+60,724 SH
DIMENSIONAL ETF TRUST	SHORT DURATION F	$2.4M	1.1%Prev: 0.4%	49,004 SH	Increased+33,074 SH
DIMENSIONAL ETF TRUST	ULTRASHORT FIXED	$1.2M	0.5%Prev: 0.1%	22,745 SH	Increased+17,656 SH
DIMENSIONAL ETF TRUST	US CORE EQT MKT	$460K	0.2%Prev: 0.4%	10,857 SH	Decreased-8,723 SH
DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$87.6M	40.8%Prev: 43.4%	2,445,554 SH	Increased-66,447 SH
DIMENSIONAL ETF TRUST	US EQUITY MARKET	$326K	0.2%	4,861 SH	New
DIMENSIONAL ETF TRUST	US LARGE CAP VAL	$2.1M	1.0%Prev: 1.0%	66,141 SH	Increased+1,894 SH
DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$40.3M	18.8%Prev: 20.2%	954,169 SH	Increased-7,358 SH
DIMENSIONAL ETF TRUST	US REAL ESTATE E	$996K	0.5%Prev: 0.5%	42,442 SH	Increased-902 SH
DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$707K	0.3%Prev: 0.4%	11,095 SH	Decreased-2,874 SH
DIMENSIONAL ETF TRUST	US SMALL CAP VAL	$1.2M	0.5%Prev: 0.7%	39,399 SH	Decreased-5,527 SH
DIMENSIONAL ETF TRUST	US TARGETED VLU	$4.6M	2.1%Prev: 2.5%	84,450 SH	Decreased-5,316 SH
DIMENSIONAL ETF TRUST	WORLD EQUITY ETF	$223K	0.1%Prev: 0.1%	3,330 SH	Increased-294 SH
DIMENSIONAL ETF TRUST	WORLD EX US CORE	$9.0M	4.2%Prev: 4.2%	307,768 SH	Increased+1,689 SH
STONE RIDGE TR	LIFEX 2052 INFLA	$485K	0.2%	2,625 SH	New
STONE RIDGE TR	LIFEX 2054 INFLA	$488K	0.2%	2,462 SH	New
STONE RIDGE TR	LIFEX 2061 INFLA	$271K	0.1%	1,130 SH	New
VANGUARD INDEX FDS	S&P 500 ETF SHS	$795K	0.4%Prev: 0.4%	1,400 SH	Increased+4 SH
VANGUARD WORLD FD	UTILITIES ETF	$5.1M	2.4%Prev: 2.3%	28,793 SH	Increased-632 SH

Sold (vs prior filing)

DIMENSIONAL ETF TRUST — $286K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 14, 2026	Q3 2026	13F-HR	0001172661-26-004529	—	View
Jan 29, 2026	Q4 2025	13F-HR	0001172661-26-000377	$243.9M	View
Jun 16, 2025	Q4 2024