Porter White Investment Advisors, Inc.

Est. AUM

$249.7M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$94.8M	2439644	37.96%	SOLE
2	DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$47.4M	977943	18.98%	SOLE
3	AMERICAN CENTY ETF TR	US SML CP VALU	$12.5M	113506	5.02%	SOLE
4	DIMENSIONAL ETF TRUST	WORLD EX US CORE	$10.3M	302525	4.12%	SOLE
5	AMERICAN CENTY ETF TR	INTL SMCP VLU	$9.6M	95658	3.83%	SOLE
6	DIMENSIONAL ETF TRUST	NATL MUN BD ETF	$8.1M	169995	3.26%	SOLE
7	VANGUARD WORLD FD	UTILITIES ETF	$5.7M	28601	2.27%	SOLE
8	DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$5.7M	159221	2.27%	SOLE
9	DIMENSIONAL ETF TRUST	CORE FIXED INCOM	$5.6M	133511	2.26%	SOLE
10	DIMENSIONAL ETF TRUST	US TARGETED VLU	$5.2M	83822	2.10%	SOLE
11	DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$5.0M	95133	2.01%	SOLE
12	DIMENSIONAL ETF TRUST	EMERGING MKTS CO	$4.1M	119559	1.65%	SOLE
13	DIMENSIONAL ETF TRUST	DIMENSIONAL INTE	$4.0M	76907	1.62%	SOLE
14	DIMENSIONAL ETF TRUST	SHORT DURATION F	$4.0M	83411	1.60%	SOLE
15	DIMENSIONAL ETF TRUST	INFLATION PROTE	$3.9M	94247	1.57%	SOLE
16	DIMENSIONAL ETF TRUST	GLOBAL REAL EST	$2.7M	102956	1.10%	SOLE
17	DIMENSIONAL ETF TRUST	US LARGE CAP VAL	$2.4M	66575	0.95%	SOLE
18	DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$2.0M	59227	0.80%	SOLE
19	DIMENSIONAL ETF TRUST	US SMALL CAP VAL	$1.5M	42281	0.59%	SOLE
20	AMERICAN CENTY ETF TR	US EQT ETF	$1.3M	11888	0.53%	SOLE
21	DIMENSIONAL ETF TRUST	GLOBAL CR ETF	$1.3M	24290	0.53%	SOLE
22	STONE RIDGE TR	LIFEX 2065 INF	$1.2M	4402	0.49%	SOLE
23	DIMENSIONAL ETF TRUST	ULTRASHORT FIXED	$1.1M	22304	0.45%	SOLE
24	DIMENSIONAL ETF TRUST	EMERGING MKTS VA	$1.1M	31426	0.45%	SOLE
25	DIMENSIONAL ETF TRUST	US REAL ESTATE E	$1.1M	45768	0.43%	SOLE
26	DIMENSIONAL ETF TRUST	INTL SMALL CAP V	$1.1M	26840	0.42%	SOLE
27	STONE RIDGE TR	LIFEX 2055 INFLA	$1.0M	4305	0.41%	SOLE
28	VANGUARD INDEX FDS	S&P 500 ETF SHS	$839K	1404	0.34%	SOLE
29	DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$805K	20670	0.32%	SOLE
30	DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$786K	11054	0.31%	SOLE
31	VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$472K	6284	0.19%	SOLE
32	AMERICAN CENTY ETF TR	US LARGE CAP VLU	$441K	5469	0.18%	SOLE
33	SCHWAB STRATEGIC TR	FUNDAMENTAL INTL	$370K	7985	0.15%	SOLE
34	AMERICAN CENTY ETF TR	INTERNATIONAL LR	$347K	4631	0.14%	SOLE
35	DIMENSIONAL ETF TRUST	US EQUITY MARKET	$345K	4861	0.14%	SOLE
36	ISHARES INC	MSCI EMRG CHN	$338K	4300	0.14%	SOLE
37	DIMENSIONAL ETF TRUST	US CORE EQT MKT	$335K	7417	0.13%	SOLE
38	VANGUARD WHITEHALL FDS	INTL HIGH ETF	$292K	3098	0.12%	SOLE
39	AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$257K	3186	0.10%	SOLE
40	ISHARES TR	MSCI EAFE ETF	$203K	2093	0.08%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.