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  Name: Porter White Investment Advisors Inc.
  City: Birmingham
  State: AL
  Zip: 35203
   
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Portfolio Summary View Filing
  Filing Report Date : 2025-03-31
  Total Value : $202,131,000
  Total Value Change : $4,973,000
  Securities Held Change : 2
   
All Securities Held : 34
  New Positions : 2
  Closed Positions : 0
  Increased Positions : 22
  Unchanged Positions : 4
  Decreased Positions : 6

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Holdings Found : 33     View All Holdings Currently Viewing:  ALL     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (DFAC)1 Year Chart         DFAC Dimensional U S Core Equity... 1 - $36.61 $83,747,000 2,539,291 41.43% -2,114,000 57,050 0.282    N/A
   (DFUV)1 Year Chart         DFUV DFA Dimensional Us Marketwi... 2 - $43.19 $39,453,000 958,305 19.52% -71,000 -7,578 0.106    N/A
   (AVUV)1 Year Chart         AVUV Avantis Us Small Cap Value Etf 3 - $95.81 $9,753,000 111,885 4.83% -556,000 5,086 0.025    N/A
   (DFAX)1 Year Chart         DFAX Dimensional Funds plc - Wor... 4 - $29.64 $8,475,000 323,469 4.19% 824,000 15,691 0.036    N/A
   (AVDV)1 Year Chart         AVDV Avantis International Small... 5 - $0.00 $7,223,000 103,573 3.57% 788,000 4,696 0.066    N/A
   (DFIC)1 Year Chart         DFIC Dfa Dimensional Internation... 6 - $0.00 $4,982,000 179,404 2.46% 615,000 10,420 0.02    N/A
   (VPU)1 Year Chart         VPU Vanguard Utilities VIPERS 7 - $178.26 $4,912,000 28,758 2.43% 243,000 188 0.091    Closed - End Fund - E...
   (DFNM)1 Year Chart         DFNM Dfa Dimensional National Mu... 8 - $0.00 $4,713,000 99,081 2.33% 47,000 1,413 0.062    N/A
   (DFIV)1 Year Chart         DFIV Dimensional International V... 9 - $43.52 $4,356,000 110,681 2.16% 774,000 9,716 0.012    N/A
   (DFAT)1 Year Chart         DFAT Dimensional U S Targeted Va... 10 - $56.63 $4,344,000 84,356 2.15% -408,000 -1,014 0.009    N/A
   (DFCF)1 Year Chart         DFCF Dfa Dimensional Core Fixed ... 11 - $0.00 $4,172,000 99,198 2.06% 477,000 9,662 0.083    N/A
   (DFEM)1 Year Chart         DFEM Dfa Dimensional Emerging Ma... 12 - $0.00 $3,423,000 129,346 1.69% 187,000 5,789 0.012    N/A
   (DFGR)1 Year Chart         DFGR Dfa Dimensional Global Real... 13 - $0.00 $2,264,000 86,209 1.12% 244,000 7,099 0.096    N/A
   (DFLV)1 Year Chart         DFLV Dfa Dimensional Us Large Ca... 14 - $0.00 $2,171,000 71,012 1.07% 235,000 6,529 0.079    N/A
   (DFSD)1 Year Chart         DFSD Dfa Dimensional Short-durat... 15 - $0.00 $2,008,000 42,247 0.99% 882,000 18,231 0.047    N/A
   (DFIP)1 Year Chart         DFIP Dfa Dimensional Inflation-p... 16 - $0.00 $1,902,000 45,172 0.94% 681,000 15,022 0.05    N/A
   (DFGX)1 Year Chart         DFGX Dimensional Global Ex Us Co... 17 - $0.00 $1,760,000 33,680 0.87% 992,000 18,995 0.037    N/A
   (DFAE)1 Year Chart         DFAE Dfa Dimensional Emerging Co... 18 - $0.00 $1,523,000 58,827 0.75% 44,000 517 0.01    N/A
   (DFSV)1 Year Chart         DFSV Dfa Dimensional Us Small Ca... 19 - $0.00 $1,407,000 49,984 0.7% 82,000 6,923 0.011    N/A
   (DUSB)1 Year Chart         DUSB Dimensional Ultrashort Fixe... 20 - $0.00 $1,109,000 21,852 0.55% 157,000 3,043 0.024    N/A
   (AVUS)1 Year Chart         AVUS Avantis Us Equity Etf 21 - $0.00 $1,098,000 11,888 0.54% -54,000 0 0.013    N/A
   (DFEV)1 Year Chart         DFEV Dfa Dimensional Emerging Ma... 22 - $0.00 $1,077,000 39,832 0.53% 159,000 4,800 0.044    N/A
   (DFAR)1 Year Chart         DFAR Dfa Dimensional Us Real Est... 23 - $0.00 $1,005,000 42,291 0.5% -10,000 -1,314 0.047    N/A
   (DISV)1 Year Chart         DISV Dfa Dimensional Internation... 24 - $0.00 $828,000 28,420 0.41% 5,000 -2,541 0.032    N/A
   (VOO)1 Year Chart         VOO Vanguard S&P 500 Etf 25 - $575.29 $720,000 1,401 0.36% -42,000 -13 0    Closed - End Fund - E...
   (DFAI)1 Year Chart         DFAI Dfa Dimensional Internation... 26 - $0.00 $703,000 22,524 0.35% 70,000 853 0.002    N/A
   (DFAS)1 Year Chart         DFAS Dimensional U S Small Cap Etf 27 - $66.18 $663,000 11,094 0.33% -60,000 -16 0.001    N/A
   (DFAU)1 Year Chart         DFAU Dfa Dimensional Us Core Equ... 28 - $0.00 $418,000 10,882 0.21% -18,000 103 0.001    N/A
   (AVLV)1 Year Chart         AVLV Avantis Us Large Cap Value Etf 29 - $0.00 $357,000 5,469 0.18% -8,000 0 0.006    N/A
   (DGCB)1 Year Chart         DGCB Dimensional Global Credit Etf 30 New $0.00 $310,000 5,830 0.15% 310,000 5,830 0.065    N/A
   (DFUS)1 Year Chart         DFUS Dimensional U S Equity Etf 31 - $67.97 $294,000 4,861 0.15% -16,000 0 0.001    N/A
   (AVIV)1 Year Chart         AVIV Avantis International Large... 32 - $0.00 $262,000 4,631 0.13% 22,000 0 0.051    N/A
   (DFAW)1 Year Chart         DFAW Dimensional World Equity Etf 33 - $0.00 $203,000 3,317 0.1% -4,000 5 0.037    N/A

      33 Records Found
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