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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 2024-09-30, filed 2025-07-07, with 33 holding rows worth $199,589,481.

Accession
0001172661-25-002474
Filer
CIK 1612457
Filed
2025-07-07
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q3 2024

A holdings report, 33 entries on the cover page, a total value of $199,589,481 stated on the cover page (in dollars after the unit check, H1), rows summing to $199,589,481 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 22,513,581$86,190,689dollars as filed
DIMENSIONAL ETF TRUST25434V724US MKTWIDE VALUE967,789$40,347,137dollars as filed
Avantis US Small Cap Value ETF025072877SHS105,517$10,124,368dollars as filed
DIMENSIONAL ETF TRUST25434V880WORLD EX US CORE303,568$8,199,371dollars as filed
Avantis International Small Cap Val ETF025072802SHS95,714$6,764,130dollars as filed
Vanguard Utilities ETF92204A876SHS29,058$5,057,534dollars as filed
DIMENSIONAL ETF TRUST25434V609US TARGETED VLU87,435$4,864,036dollars as filed
DIMENSIONAL ETF TRUST25434V849NATL MUN BD ETF96,157$4,667,441dollars as filed
DIMENSIONAL ETF TRUST25434V799INTL CORE EQUITY163,375$4,597,363dollars as filed
Dimensional International Value ETF25434V807SHS100,558$3,829,244dollars as filed
DIMENSIONAL ETF TRUST25434V872CORE FIXE IN ETF86,069$3,717,337dollars as filed
DIMENSIONAL ETF TRUST25434V732EMERGING MKTS CO119,073$3,351,917dollars as filed
Dimensional Global Real Estate ETF25434V658COM76,007$2,193,563dollars as filed
Dimensional US Large Cap Value ETF25434V666SHS64,180$1,977,394dollars as filed
DIMENSIONAL ETF TRUST25434V302EMGR CRE EQT MNG58,279$1,597,438dollars as filed
DIMENSIONAL ETF TRUST25434V815US SMALL CAP ETF44,805$1,380,004dollars as filed
Avantis US Equity ETF025072885SHS11,888$1,131,143dollars as filed
DIMENSIONAL ETF TRUST25434V823US REAL ESTA ETF42,931$1,100,762dollars as filed
DIMENSIONAL ETF TRUST25434V856INFLATION PROTE25,470$1,076,889dollars as filed
DIMENSIONAL ETF TRUST25434v740EMERGING MKTS VA33,822$962,575dollars as filed
Dimensional International Sm Cp Val ETF25434V781SHS30,901$897,973dollars as filed
DIMENSIONAL ETF TRUST25434V864SHOR DUR FIX ETF16,161$771,538dollars as filed
DIMENSIONAL ETF TRUST25434V203INTL CORE EQT MK23,235$738,406dollars as filed
Vanguard S&P 500 ETF922908363COM1,396$736,854dollars as filed
Dimensional US Small Cap ETF25434V500COM11,110$720,590dollars as filed
DIMENSIONAL ETF TRUST25434V575INTL COR FIX ETF9,478$512,879dollars as filed
DIMENSIONAL ETF TRUST25434V104US CORE EQT MKT10,744$426,430dollars as filed
Avantis US Large Cap Value ETF025072349SHS5,469$360,024dollars as filed
DIMENSIONAL ETF TRUST25434V401US EQUI MARK ETF4,861$302,354dollars as filed
DIMENSIONAL ETF TRUST25434V591ULTRASHORT FIXED5,820$295,481dollars as filed
Avantis International Large Cap Val ETF025072364SHS4,631$259,982dollars as filed
DIMENSIONAL ETF TRUST25434V617WORLD EQUITY ETF3,637$230,819dollars as filed
Avantis Emerging Markets Equity ETF025072604SHS3,186$205,816dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001172661-25-002474this filing2025-07-07acceptance time not in the bulk data set