Holdings
Porter White Investment Advisors, Inc.
As of Sep 30, 2026, Porter White Investment Advisors, Inc. reported 36 positions worth US$161M. Largest: Dimensional US Marketwide Value ETF, Avantis U.S. Small Cap Value ETF and Avantis International Small Cap Value ETF. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Dimensional US Marketwide Value ETF | 888K | US$48.8M | first report | Sep 30, 2026 |
| Avantis U.S. Small Cap Value ETF | 135K | US$15.9M | first report | Sep 30, 2026 |
| Avantis International Small Cap Value ETF | 107K | US$11.7M | first report | Sep 30, 2026 |
| Dimensional World ex U.S. Core Equity 2 ETF | 303K | US$11.2M | first report | Sep 30, 2026 |
| Dimensional National Municipal Bond ETF | 178K | US$8.2M | first report | Sep 30, 2026 |
| Dimensional International Core Equity 2 ETF | 166K | US$6.23M | first report | Sep 30, 2026 |
| Dimensional Core Fixed Income ETF | 137K | US$5.5M | first report | Sep 30, 2026 |
| Dimensional International Value ETF | 94,802 | US$5.3M | first report | Sep 30, 2026 |
| Vanguard Utilities ETF | 29,629 | US$5.07M | first report | Sep 30, 2026 |
| Dimensional Inflation-Protected Securities ETF | 125K | US$4.88M | first report | Sep 30, 2026 |