account_balance
Investment manager · 13F filer · SEC CIK 1612457
Porter White Investment Advisors, Inc.
Reported value$161Mas of Sep 30, 2026
Positions36 1 new, 5 sold out
Top 10 weight76.2%DFUV alone is 30%
FiledOct 1414 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
DFUVDimensional ETF Trust
30.3%
AVUVAmerican Centy ETF Tr
9.9%Added +8%
AVDVAmerican Centy ETF Tr
7.3%Added +9%
DFAXDimensional ETF Trust
7.0%
DFNMDimensional ETF Trust
5.1%
DFICDimensional ETF Trust
3.9%
DFCFDimensional ETF Trust
3.4%+7%
DFIVDimensional ETF Trust
3.3%
VPUVanguard World Fd
3.1%+5%
DFIPDimensional ETF Trust
3.0%Added +28%
DFEMDimensional ETF Trust
2.9%
DFGX2.5%
DFUVDimensional ETF Trust
30.3%
AVUVAmerican Centy ETF Tr
9.9%
AVDVAmerican Centy ETF Tr
7.3%
DFAXDimensional ETF Trust
7.0%
DFNMDimensional ETF Trust
5.1%
DFIC3.9%
DFCF3.4%
DFIV3.3%
VPU3.1%
DFIP
DFEM2.9%
DFGX2.5%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
DFUV Dimensional ETF Trust 30.3% Held
AVUV American Centy ETF Tr 9.9% Added +8%
AVDV American Centy ETF Tr 7.3% Added +9%
DFAX Dimensional ETF Trust 7.0% Held
DFNM Dimensional ETF Trust 5.1% Held
DFIC Dimensional ETF Trust 3.9% Held
DFCF Dimensional ETF Trust 3.4% Added +7%
DFIV Dimensional ETF Trust 3.3% Held
VPU Vanguard World Fd 3.1% Added +5%
DFIP Dimensional ETF Trust 3.0% Added +28%
DFEM Dimensional ETF Trust 2.9% Held
DFGX Dimensional ETF Trust 2.5% Held
What changed
Biggest moves since Jun 30, 2026
add_circleNew
- DFAW $218K
arrow_upwardAdded
- AVLV +59%
- DFEV +47%
- DUSB +45%
- DFIP +28%
arrow_downwardTrimmed
- LIBD −44%
remove_circleSold out
- DFAC $93.2M
- DFAT $5.71M
- DFSV $1.67M
- DFAR $1.24M
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.