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Disclosery

13F-HR filed by Porter White Investment Advisors, Inc.

Porter White Investment Advisors, Inc. filed this 13F-HR for the quarter ended 2025-03-31, filed 2025-05-30, with 34 holding rows worth $202,132,921.

Accession
0001172661-25-002432
Filer
CIK 1612457
Filed
2025-05-30
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2025

A holdings report, 34 entries on the cover page, a total value of $202,132,921 stated on the cover page (in dollars after the unit check, H1), rows summing to $202,132,921 with VALUE read as dollars as filed, 13F file number 028-25628. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
DIMENSIONAL ETF TRUST25434V708US CORE EQUITY 22,539,291$83,747,401dollars as filed
DIMENSIONAL ETF TRUST25434V724US MKTWIDE VALUE958,305$39,453,332dollars as filed
Avantis US Small Cap Value ETF025072877SHS111,885$9,753,088dollars as filed
DIMENSIONAL ETF TRUST25434V880WORLD EX US CORE323,469$8,474,908dollars as filed
Avantis International Small Cap Val ETF025072802SHS103,573$7,223,205dollars as filed
DIMENSIONAL ETF TRUST25434V799INTL CORE EQUITY179,404$4,982,071dollars as filed
Vanguard Utilities ETF92204A876SHS28,758$4,912,236dollars as filed
DIMENSIONAL ETF TRUST25434V849NATL MUN BD ETF99,081$4,713,283dollars as filed
Dimensional International Value ETF25434V807SHS110,681$4,356,442dollars as filed
DIMENSIONAL ETF TRUST25434V609US TARGETED VLU84,356$4,343,515dollars as filed
DIMENSIONAL ETF TRUST25434V872CORE FIXE IN ETF99,198$4,172,298dollars as filed
DIMENSIONAL ETF TRUST25434V732EMERGING MKTS CO129,346$3,422,501dollars as filed
Dimensional Global Real Estate ETF25434V658COM86,209$2,263,854dollars as filed
Dimensional US Large Cap Value ETF25434V666SHS71,012$2,170,845dollars as filed
DIMENSIONAL ETF TRUST25434V864SHOR DUR FIX ETF42,247$2,007,607dollars as filed
DIMENSIONAL ETF TRUST25434V856INFLATION PROTE45,172$1,902,262dollars as filed
DIMENSIONAL ETF TRUST25434V575INTL COR FIX ETF33,680$1,759,808dollars as filed
DIMENSIONAL ETF TRUST25434V302EMGR CRE EQT MNG58,827$1,523,053dollars as filed
DIMENSIONAL ETF TRUST25434V815US SMALL CAP ETF49,984$1,407,065dollars as filed
DIMENSIONAL ETF TRUST25434V591ULTRASHORT FIXED21,852$1,108,552dollars as filed
Avantis US Equity ETF025072885SHS11,888$1,098,213dollars as filed
DIMENSIONAL ETF TRUST25434v740EMERGING MKTS VA39,832$1,077,463dollars as filed
DIMENSIONAL ETF TRUST25434V823US REAL ESTA ETF42,291$1,005,257dollars as filed
Dimensional International Sm Cp Val ETF25434V781SHS28,420$827,616dollars as filed
Vanguard S&P 500 ETF922908363COM1,401$720,384dollars as filed
DIMENSIONAL ETF TRUST25434V203INTL CORE EQT MK22,524$703,442dollars as filed
Dimensional US Small Cap ETF25434V500COM11,094$662,888dollars as filed
STONE RIDGE TR86172B833LIFEX 2052 INFLA2,625$495,623dollars as filed
DIMENSIONAL ETF TRUST25434V104US CORE EQT MKT10,882$418,339dollars as filed
Avantis US Large Cap Value ETF025072349SHS5,469$356,633dollars as filed
DIMENSIONAL ETF TRUST25434V567GLOBAL CR ETF5,830$309,981dollars as filed
DIMENSIONAL ETF TRUST25434V401US EQUI MARK ETF4,861$293,993dollars as filed
Avantis International Large Cap Val ETF025072364SHS4,631$262,485dollars as filed
DIMENSIONAL ETF TRUST25434V617WORLD EQUITY ETF3,317$203,278dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001172661-25-002432this filing2025-05-30acceptance time not in the bulk data set