Porter White Investment Advisors, Inc.
CIK: 1612457
Holdings (36)
Q3 2026 13F, quarter ended Sep 30, 2026, filed Oct 15, 2026
- DFUV
DIMENSIONAL ETF TRUST
$48.84M
888,084 sh30.30%+0.1% - AVUV
AMERICAN CENTY ETF TR
$15.89M
134,917 sh9.86%+8.0% - AVDV
AMERICAN CENTY ETF TR
$11.69M
106,890 sh7.25%+9.1% - DFAX
DIMENSIONAL ETF TRUST
$11.23M
303,474 sh6.97%+2.0% - DFNM
DIMENSIONAL ETF TRUST
$8.2M
178,249 sh5.09%+0.9% - DFIC
DIMENSIONAL ETF TRUST
$6.23M
165,591 sh3.86%+2.0% - DFCF
DIMENSIONAL ETF TRUST
$5.5M
137,047 sh3.41%+7.5% - DFIV
DIMENSIONAL ETF TRUST
$5.3M
94,802 sh3.28%+0.0% - VPU
VANGUARD WORLD FD
$5.07M
29,629 sh3.14%+4.6% - DFIP
DIMENSIONAL ETF TRUST
$4.88M
124,859 sh3.03%+27.9% - DFEM
DIMENSIONAL ETF TRUST
$4.74M
119,382 sh2.94%-0.1% - DFGX
DIMENSIONAL ETF TRUST
$4.09M
79,980 sh2.54%+1.7% - DFSD
DIMENSIONAL ETF TRUST
$4.01M
86,386 sh2.49%+1.6% - AVLV
AMERICAN CENTY ETF TR
$2.92M
32,293 sh1.81%+58.6% - DFGR
DIMENSIONAL ETF TRUST
$2.8M
103,382 sh1.73%+0.8% - DFLV
DIMENSIONAL ETF TRUST
$2.64M
65,620 sh1.64%-0.8% - DFAE
DIMENSIONAL ETF TRUST
$2.42M
61,584 sh1.50%+2.9% - DFEV
DIMENSIONAL ETF TRUST
$2.12M
49,891 sh1.31%+46.8% - DUSB
DIMENSIONAL ETF TRUST
$1.53M
30,374 sh0.95%+44.6% - AVUS
AMERICAN CENTY ETF TR
$1.52M
11,888 sh0.94%+0.0% - DGCB
DIMENSIONAL ETF TRUST
$1.38M
26,672 sh0.86%+6.2% - DISV
DIMENSIONAL ETF TRUST
$1.18M
27,257 sh0.73%+0.2% - VOO
VANGUARD INDEX FDS
$1.02M
1,452 sh0.63%+0.3% - LIAM
STONE RIDGE TR
$937K
4,305 sh0.58%+0.0% - DFAI
DIMENSIONAL ETF TRUST
$862K
20,812 sh0.53%+0.3% - LIBD
STONE RIDGE TR
$630K
2,483 sh0.39%-43.9% - VEU
VANGUARD INTL EQUITY INDEX F
$525K
6,329 sh0.33%+0.2% - EMXC
ISHARES INC
$428K
4,324 sh0.27%+0.0% - DFUS
DIMENSIONAL ETF TRUST
$404K
4,861 sh0.25%+0.0% - FNDC
SCHWAB STRATEGIC TR
$400K
8,030 sh0.25%-0.0% - DFAU
DIMENSIONAL ETF TRUST
$391K
7,463 sh0.24%+0.3% - AVIV
AMERICAN CENTY ETF TR
$369K
4,631 sh0.23%+0.0% - VYMI
VANGUARD WHITEHALL FDS
$320K
3,162 sh0.20%+0.8% - AVEM
AMERICAN CENTY ETF TR
$300K
3,186 sh0.19%+0.0% - EFA
ISHARES TR
$221K
2,125 sh0.14%-0.1% - DFAW
DIMENSIONAL ETF TRUST
$218K
2,645 sh0.14%New
| Security | Shares | Value | Change | Weight | Period |
|---|---|---|---|---|---|
 DFUV DIMENSIONAL ETF TRUST | 888,084 | $48.84M | +0.1% | 30.30% | Q3 2026 |
 AVUV AMERICAN CENTY ETF TR | 134,917 | $15.89M | +8.0% | 9.86% | Q3 2026 |
 AVDV AMERICAN CENTY ETF TR | 106,890 | $11.69M | +9.1% | 7.25% | Q3 2026 |
 DFAX DIMENSIONAL ETF TRUST | 303,474 | $11.23M | +2.0% | 6.97% | Q3 2026 |
 DFNM DIMENSIONAL ETF TRUST | 178,249 | $8.2M | +0.9% | 5.09% | Q3 2026 |
 DFIC DIMENSIONAL ETF TRUST | 165,591 | $6.23M | +2.0% | 3.86% | Q3 2026 |
 DFCF DIMENSIONAL ETF TRUST | 137,047 | $5.5M | +7.5% | 3.41% | Q3 2026 |
 DFIV DIMENSIONAL ETF TRUST | 94,802 | $5.3M | +0.0% | 3.28% | Q3 2026 |
 VPU VANGUARD WORLD FD | 29,629 | $5.07M | +4.6% | 3.14% | Q3 2026 |
 DFIP DIMENSIONAL ETF TRUST | 124,859 | $4.88M | +27.9% | 3.03% | Q3 2026 |
 DFEM DIMENSIONAL ETF TRUST | 119,382 | $4.74M | -0.1% | 2.94% | Q3 2026 |
 DFGX DIMENSIONAL ETF TRUST | 79,980 | $4.09M | +1.7% | 2.54% | Q3 2026 |
 DFSD DIMENSIONAL ETF TRUST | 86,386 | $4.01M | +1.6% | 2.49% | Q3 2026 |
 AVLV AMERICAN CENTY ETF TR | 32,293 | $2.92M | +58.6% | 1.81% | Q3 2026 |
 DFGR DIMENSIONAL ETF TRUST | 103,382 | $2.8M | +0.8% | 1.73% | Q3 2026 |
 DFLV DIMENSIONAL ETF TRUST | 65,620 | $2.64M | -0.8% | 1.64% | Q3 2026 |
 DFAE DIMENSIONAL ETF TRUST | 61,584 | $2.42M | +2.9% | 1.50% | Q3 2026 |
 DFEV DIMENSIONAL ETF TRUST | 49,891 | $2.12M | +46.8% | 1.31% | Q3 2026 |
 DUSB DIMENSIONAL ETF TRUST | 30,374 | $1.53M | +44.6% | 0.95% | Q3 2026 |
 AVUS AMERICAN CENTY ETF TR | 11,888 | $1.52M | +0.0% | 0.94% | Q3 2026 |
 DGCB DIMENSIONAL ETF TRUST | 26,672 | $1.38M | +6.2% | 0.86% | Q3 2026 |
 DISV DIMENSIONAL ETF TRUST | 27,257 | $1.18M | +0.2% | 0.73% | Q3 2026 |
 VOO VANGUARD INDEX FDS | 1,452 | $1.02M | +0.3% | 0.63% | Q3 2026 |
 LIAM STONE RIDGE TR | 4,305 | $937K | +0.0% | 0.58% | Q3 2026 |
 DFAI DIMENSIONAL ETF TRUST | 20,812 | $862K | +0.3% | 0.53% | Q3 2026 |
 LIBD STONE RIDGE TR | 2,483 | $630K | -43.9% | 0.39% | Q3 2026 |
 VEU VANGUARD INTL EQUITY INDEX F | 6,329 | $525K | +0.2% | 0.33% | Q3 2026 |
 EMXC ISHARES INC | 4,324 | $428K | +0.0% | 0.27% | Q3 2026 |
 DFUS DIMENSIONAL ETF TRUST | 4,861 | $404K | +0.0% | 0.25% | Q3 2026 |
 FNDC SCHWAB STRATEGIC TR | 8,030 | $400K | -0.0% | 0.25% | Q3 2026 |
 DFAU DIMENSIONAL ETF TRUST | 7,463 | $391K | +0.3% | 0.24% | Q3 2026 |
 AVIV AMERICAN CENTY ETF TR | 4,631 | $369K | +0.0% | 0.23% | Q3 2026 |
 VYMI VANGUARD WHITEHALL FDS | 3,162 | $320K | +0.8% | 0.20% | Q3 2026 |
 AVEM AMERICAN CENTY ETF TR | 3,186 | $300K | +0.0% | 0.19% | Q3 2026 |
 EFA ISHARES TR | 2,125 | $221K | -0.1% | 0.14% | Q3 2026 |
 DFAW DIMENSIONAL ETF TRUST | 2,645 | $218K | New | 0.14% | Q3 2026 |
1-36 of 36 holdings
Sector Allocation
SEC Filings
| Form | Description | Filed |
|---|---|---|
About Porter White Investment Advisors, Inc.
Porter White Investment Advisors, Inc. is an Investment Adviser that reports its US-listed stock and option positions to the SEC on Form 13F (CIK 1612457). Signal8 holds 9 13F filings from it. Its SEC filings list Delaware as its state of incorporation.
Its most recent 13F holdings report covers Q3 2026 (the quarter ended Sep 30, 2026) and was filed on Oct 15, 2026. That report lists 36 securities, not counting options, down from 40 in Q2 2026.
Its five largest reported positions, in order, are DIMENSIONAL ETF TRUST (DFUV), AMERICAN CENTY ETF TR (AVUV), AMERICAN CENTY ETF TR (AVDV), DIMENSIONAL ETF TRUST (DFAX) and DIMENSIONAL ETF TRUST (DFNM). The next five are DIMENSIONAL ETF TRUST (DFIC), DIMENSIONAL ETF TRUST (DFCF), DIMENSIONAL ETF TRUST (DFIV), VANGUARD WORLD FD (VPU) and DIMENSIONAL ETF TRUST (DFIP).
Recent 13F filings by Porter White Investment Advisors, Inc.
- Q3 2026: 13F-HR filed Oct 15, 2026, listing 36 securities.
- Q3 2026: 13F-HR filed Oct 14, 2026, listing 36 securities.
- Q2 2026: 13F-HR filed Jul 16, 2026, listing 40 securities.
- Q1 2026: 13F-HR filed May 12, 2026, listing 40 securities.
- Q4 2025: 13F-HR filed Jan 29, 2026, listing 36 securities.
- Q3 2025: 13F-HR filed Oct 22, 2025, listing 35 securities.