Porter White Investment Advisors, Inc. - Portfolio overview

Porter White Investment Advisors, Inc. has 41 reported holdings in this dataset, with the latest filing dated 2026-05-13.

Its largest classified asset exposures are funds.

Largest reported holdings by portfolio allocation

1. DFAC - DIMENSIONAL ETF TRUST, 37.93%
2. DFUV - DIMENSIONAL ETF TRUST, 18.96%
3. AVUV - AMERICAN CENTY ETF TR, 5.02%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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