Porter White Investment Advisors, Inc.

Institutional manager (13F) · CIK 1612457

13F holdings · as of 2026-03-31 · top 40 · reported portfolio $250M

#	Issuer	Value	Shares
1	DIMENSIONAL ETF TRUST	$95M	2,439,644
2	DIMENSIONAL ETF TRUST	$47M	977,943
3	AMERICAN CENTY ETF TR	$13M	113,506
4	DIMENSIONAL ETF TRUST	$10M	302,525
5	AMERICAN CENTY ETF TR	$10M	95,658
6	DIMENSIONAL ETF TRUST	$8M	169,995
7	VANGUARD WORLD FD	$6M	28,601
8	DIMENSIONAL ETF TRUST	$6M	159,221
9	DIMENSIONAL ETF TRUST	$6M	133,511
10	DIMENSIONAL ETF TRUST	$5M	83,822
11	DIMENSIONAL ETF TRUST	$5M	95,133
12	DIMENSIONAL ETF TRUST	$4M	119,559
13	DIMENSIONAL ETF TRUST	$4M	76,907
14	DIMENSIONAL ETF TRUST	$4M	83,411
15	DIMENSIONAL ETF TRUST	$4M	94,247
16	DIMENSIONAL ETF TRUST	$3M	102,956
17	DIMENSIONAL ETF TRUST	$2M	66,575
18	DIMENSIONAL ETF TRUST	$2M	59,227
19	DIMENSIONAL ETF TRUST	$1M	42,281
20	AMERICAN CENTY ETF TR	$1M	11,888
21	DIMENSIONAL ETF TRUST	$1M	24,290
22	STONE RIDGE TR	$1M	4,402
23	DIMENSIONAL ETF TRUST	$1M	22,304
24	DIMENSIONAL ETF TRUST	$1M	31,426
25	DIMENSIONAL ETF TRUST	$1M	45,768
26	DIMENSIONAL ETF TRUST	$1M	26,840
27	STONE RIDGE TR	$1M	4,305
28	VANGUARD INDEX FDS	$839k	1,404
29	DIMENSIONAL ETF TRUST	$805k	20,670
30	DIMENSIONAL ETF TRUST	$786k	11,054
31	VANGUARD INTL EQUITY INDEX F	$472k	6,284
32	AMERICAN CENTY ETF TR	$441k	5,469
33	SCHWAB STRATEGIC TR	$370k	7,985
34	AMERICAN CENTY ETF TR	$347k	4,631
35	DIMENSIONAL ETF TRUST	$345k	4,861
36	ISHARES INC	$338k	4,300
37	DIMENSIONAL ETF TRUST	$335k	7,417
38	VANGUARD WHITEHALL FDS	$292k	3,098
39	AMERICAN CENTY ETF TR	$257k	3,186
40	ISHARES TR	$203k	2,093

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.