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: $243.9M36 positionsView on SEC.gov

			% of Portfolio
AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$245K	0.1%	3,186 SH	New
AMERICAN CENTY ETF TR	INTERNATIONAL LR	$330K	0.1%Prev: 0.1%	4,631 SH	Increased
AMERICAN CENTY ETF TR	INTL SMCP VLU	$9.1M	3.7%Prev: 3.3%	96,728 SH	Increased-2,149 SH
AMERICAN CENTY ETF TR	US EQT ETF	$1.3M	0.5%Prev: 0.6%	11,888 SH	Increased
AMERICAN CENTY ETF TR	US LARGE CAP VLU	$414K	0.2%Prev: 0.2%	5,469 SH	Increased
AMERICAN CENTY ETF TR	US SML CP VALU	$11.5M	4.7%Prev: 5.2%	112,598 SH	Increased+5,799 SH
DIMENSIONAL ETF TRUST	CORE FIXED INCOM	$6.2M	2.5%Prev: 1.9%	144,834 SH	Increased+55,298 SH
DIMENSIONAL ETF TRUST	EMERGING MKTS CO	$3.9M	1.6%Prev: 1.6%	118,379 SH	Increased-5,178 SH
DIMENSIONAL ETF TRUST	EMERGING MKTS VA	$1.1M	0.4%Prev: 0.5%	31,592 SH	Increased-3,440 SH
DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$1.9M	0.8%Prev: 0.8%	59,247 SH	Increased+937 SH
DIMENSIONAL ETF TRUST	GLOBAL CR ETF	$1.2M	0.5%	22,593 SH	New
DIMENSIONAL ETF TRUST	GLOBAL EX US COR	$3.9M	1.6%Prev: 0.4%	73,666 SH	Increased+58,981 SH
DIMENSIONAL ETF TRUST	GLOBAL REAL EST	$2.7M	1.1%Prev: 1.0%	102,927 SH	Increased+23,817 SH
DIMENSIONAL ETF TRUST	INFLATION PROTE	$3.7M	1.5%Prev: 0.6%	89,362 SH	Increased+59,212 SH
DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$4.8M	2.0%Prev: 1.8%	95,746 SH	Increased-5,219 SH
DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$827K	0.3%Prev: 0.3%	21,692 SH	Increased+21 SH
DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$5.4M	2.2%Prev: 2.2%	157,705 SH	Increased-11,279 SH
DIMENSIONAL ETF TRUST	INTL SMALL CAP V	$1.0M	0.4%Prev: 0.4%	26,747 SH	Increased-4,214 SH
DIMENSIONAL ETF TRUST	NATL MUN BD ETF	$8.1M	3.3%Prev: 2.4%	168,955 SH	Increased+71,287 SH
DIMENSIONAL ETF TRUST	SHORT DURATION F	$3.8M	1.5%Prev: 0.6%	78,322 SH	Increased+54,306 SH
DIMENSIONAL ETF TRUST	ULTRASHORT FIXED	$1.3M	0.5%Prev: 0.5%	24,726 SH	Increased+5,917 SH
DIMENSIONAL ETF TRUST	US CORE EQT MKT	$493K	0.2%Prev: 0.2%	10,524 SH	Increased-255 SH
DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$95.8M	39.3%Prev: 43.5%	2,420,584 SH	Increased-61,657 SH
DIMENSIONAL ETF TRUST	US EQUITY MARKET	$361K	0.1%Prev: 0.2%	4,861 SH	Increased
DIMENSIONAL ETF TRUST	US LARGE CAP VAL	$2.3M	0.9%Prev: 1.0%	66,186 SH	Increased+1,703 SH
DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$45.4M	18.6%Prev: 20.0%	973,576 SH	Increased+7,693 SH
DIMENSIONAL ETF TRUST	US REAL ESTATE E	$1.0M	0.4%Prev: 0.5%	45,014 SH	Increased+1,409 SH
DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$770K	0.3%Prev: 0.4%	11,054 SH	Increased-56 SH
DIMENSIONAL ETF TRUST	US SMALL CAP VAL	$1.3M	0.5%Prev: 0.7%	40,639 SH	Increased-2,422 SH
DIMENSIONAL ETF TRUST	US TARGETED VLU	$5.0M	2.1%Prev: 2.4%	84,418 SH	Increased-952 SH
DIMENSIONAL ETF TRUST	WORLD EQUITY ETF	$223K	0.1%Prev: 0.1%	3,015 SH	Increased-297 SH
DIMENSIONAL ETF TRUST	WORLD EX US CORE	$10.0M	4.1%Prev: 3.9%	305,111 SH	Increased-2,667 SH
STONE RIDGE TR	LIFEX 2055 INFLA	$1.0M	0.4%	4,305 SH	New
STONE RIDGE TR	LIFEX 2065 INF	$1.2M	0.5%	4,362 SH	New
VANGUARD INDEX FDS	S&P 500 ETF SHS	$883K	0.4%Prev: 0.4%	1,407 SH	Increased-7 SH
VANGUARD WORLD FD	UTILITIES ETF	$5.3M	2.2%Prev: 2.4%	28,769 SH	Increased+199 SH

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