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Porter White Investment Advisors, Inc.

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13F filer, CIK 1612457, Birmingham, AL

Porter White Investment Advisors, Inc. reported $161,209,640 across 36 holdings for the quarter ended 2026-09-30, in a 13F-HR filed 2026-10-14. Its ten largest share positions make up 76.19% of the portfolio.

Accepted , ingested 13F-HR 0001172661-26-004529

Period
2026-09-30
Reported value
$161M
Holdings
36
Top 10 weight
76.19%
New
1
Sold out
5

Largest buys vs the previous quarter

SecurityShares changeApprox. value
AVUVadded+9,982$1.18M
AVLVadded+11,936$1.08M
DFIPadded+27,264$1.06M
AVDVadded+8,934$977K
DFEVadded+15,912$675K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
DFACexited-2,100,973-$93.2M
DFATexited-81,639-$5.71M
DFSVexited-43,058-$1.67M
DFARexited-47,563-$1.24M
DFASexited-11,055-$910K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q3 2026

Share positions as resolved from 13F-HR 0001172661-26-004529, largest first. % of portfolio is the value over $161,209,640, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
DFUVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 965,883 shares; 2025Q1: 958,305 shares; 2025Q2: 954,169 shares; 2025Q3: 964,880 shares; 2025Q4: 973,576 shares; 2026Q1: 977,943 shares; 2026Q2: 886,806 shares; 2026Q3: 888,084 shares 888,084$48.8M30.3%+1,278Timeline
AVUVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 106,799 shares; 2025Q1: 111,885 shares; 2025Q2: 108,591 shares; 2025Q3: 109,206 shares; 2025Q4: 112,598 shares; 2026Q1: 113,506 shares; 2026Q2: 124,935 shares; 2026Q3: 134,917 shares 134,917$15.9M9.86%+9,982Timeline
AVDVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 98,877 shares; 2025Q1: 103,573 shares; 2025Q2: 100,731 shares; 2025Q3: 99,344 shares; 2025Q4: 96,728 shares; 2026Q1: 95,658 shares; 2026Q2: 97,956 shares; 2026Q3: 106,890 shares 106,890$11.7M7.25%+8,934Timeline
DFAXDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 307,778 shares; 2025Q1: 323,469 shares; 2025Q2: 307,768 shares; 2025Q3: 304,825 shares; 2025Q4: 305,111 shares; 2026Q1: 302,525 shares; 2026Q2: 297,632 shares; 2026Q3: 303,474 shares 303,474$11.2M6.97%+5,842Timeline
DFNMDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 97,668 shares; 2025Q1: 99,081 shares; 2025Q2: 156,384 shares; 2025Q3: 160,175 shares; 2025Q4: 168,955 shares; 2026Q1: 169,995 shares; 2026Q2: 176,591 shares; 2026Q3: 178,249 shares 178,249$8.2M5.09%+1,658Timeline
DFICDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 168,984 shares; 2025Q1: 179,404 shares; 2025Q2: 164,687 shares; 2025Q3: 163,723 shares; 2025Q4: 157,705 shares; 2026Q1: 159,221 shares; 2026Q2: 162,353 shares; 2026Q3: 165,591 shares 165,591$6.23M3.86%+3,238Timeline
DFCFDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 89,536 shares; 2025Q1: 99,198 shares; 2025Q2: 107,088 shares; 2025Q3: 127,907 shares; 2025Q4: 144,834 shares; 2026Q1: 133,511 shares; 2026Q2: 127,527 shares; 2026Q3: 137,047 shares 137,047$5.5M3.41%+9,520Timeline
DFIVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 100,965 shares; 2025Q1: 110,681 shares; 2025Q2: 99,571 shares; 2025Q3: 98,762 shares; 2025Q4: 95,746 shares; 2026Q1: 95,133 shares; 2026Q2: 94,770 shares; 2026Q3: 94,802 shares 94,802$5.3M3.28%+32Timeline
VPUVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 28,570 shares; 2025Q1: 28,758 shares; 2025Q2: 28,793 shares; 2025Q3: 28,641 shares; 2025Q4: 28,769 shares; 2026Q1: 28,601 shares; 2026Q2: 28,323 shares; 2026Q3: 29,629 shares 29,629$5.07M3.14%+1,306Timeline
DFIPDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 30,150 shares; 2025Q1: 45,172 shares; 2025Q2: 48,010 shares; 2025Q3: 73,510 shares; 2025Q4: 89,362 shares; 2026Q1: 94,247 shares; 2026Q2: 97,595 shares; 2026Q3: 124,859 shares 124,859$4.88M3.03%+27,264Timeline
DFEMDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 123,557 shares; 2025Q1: 129,346 shares; 2025Q2: 124,690 shares; 2025Q3: 123,087 shares; 2025Q4: 118,379 shares; 2026Q1: 119,559 shares; 2026Q2: 119,479 shares; 2026Q3: 119,382 shares 119,382$4.74M2.94%-97Timeline
DFGXDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,685 shares; 2025Q1: 33,680 shares; 2025Q2: 40,358 shares; 2025Q3: 62,163 shares; 2025Q4: 73,666 shares; 2026Q1: 76,907 shares; 2026Q2: 78,642 shares; 2026Q3: 79,980 shares 79,980$4.09M2.54%+1,338Timeline
DFSDDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 24,016 shares; 2025Q1: 42,247 shares; 2025Q2: 49,004 shares; 2025Q3: 68,126 shares; 2025Q4: 78,322 shares; 2026Q1: 83,411 shares; 2026Q2: 85,057 shares; 2026Q3: 86,386 shares 86,386$4.01M2.49%+1,329Timeline
AVLVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,469 shares; 2025Q1: 5,469 shares; 2025Q2: 5,469 shares; 2025Q3: 5,469 shares; 2025Q4: 5,469 shares; 2026Q1: 5,469 shares; 2026Q2: 20,357 shares; 2026Q3: 32,293 shares 32,293$2.92M1.81%+11,936Timeline
DFGRDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 79,110 shares; 2025Q1: 86,209 shares; 2025Q2: 98,228 shares; 2025Q3: 98,410 shares; 2025Q4: 102,927 shares; 2026Q1: 102,956 shares; 2026Q2: 102,562 shares; 2026Q3: 103,382 shares 103,382$2.8M1.73%+820Timeline
DFLVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 64,483 shares; 2025Q1: 71,012 shares; 2025Q2: 66,141 shares; 2025Q3: 66,266 shares; 2025Q4: 66,186 shares; 2026Q1: 66,575 shares; 2026Q2: 66,124 shares; 2026Q3: 65,620 shares 65,620$2.64M1.64%-504Timeline
DFAEDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 58,310 shares; 2025Q1: 58,827 shares; 2025Q2: 58,844 shares; 2025Q3: 58,588 shares; 2025Q4: 59,247 shares; 2026Q1: 59,227 shares; 2026Q2: 59,834 shares; 2026Q3: 61,584 shares 61,584$2.42M1.5%+1,750Timeline
DFEVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 35,032 shares; 2025Q1: 39,832 shares; 2025Q2: 31,917 shares; 2025Q3: 32,084 shares; 2025Q4: 31,592 shares; 2026Q1: 31,426 shares; 2026Q2: 33,979 shares; 2026Q3: 49,891 shares 49,891$2.12M1.31%+15,912Timeline
DUSBDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,809 shares; 2025Q1: 21,852 shares; 2025Q2: 22,745 shares; 2025Q3: 11,326 shares; 2025Q4: 24,726 shares; 2026Q1: 22,304 shares; 2026Q2: 21,007 shares; 2026Q3: 30,374 shares 30,374$1.53M0.95%+9,367Timeline
AVUSAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,888 shares; 2025Q1: 11,888 shares; 2025Q2: 11,888 shares; 2025Q3: 11,888 shares; 2025Q4: 11,888 shares; 2026Q1: 11,888 shares; 2026Q2: 11,888 shares; 2026Q3: 11,888 shares 11,888$1.52M0.94%0Timeline
DGCBDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 5,830 shares; 2025Q2: 9,269 shares; 2025Q3: 18,995 shares; 2025Q4: 22,593 shares; 2026Q1: 24,290 shares; 2026Q2: 25,120 shares; 2026Q3: 26,672 shares 26,672$1.38M0.86%+1,552Timeline
DISVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 30,961 shares; 2025Q1: 28,420 shares; 2025Q2: 27,752 shares; 2025Q3: 27,190 shares; 2025Q4: 26,747 shares; 2026Q1: 26,840 shares; 2026Q2: 27,214 shares; 2026Q3: 27,257 shares 27,257$1.18M0.73%+43Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,414 shares; 2025Q1: 1,401 shares; 2025Q2: 1,400 shares; 2025Q3: 1,399 shares; 2025Q4: 1,407 shares; 2026Q1: 1,404 shares; 2026Q2: 1,448 shares; 2026Q3: 1,452 shares 1,452$1.02M0.63%+4Timeline
LIAMSTONE RIDGE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,305 shares; 2025Q4: 4,305 shares; 2026Q1: 4,305 shares; 2026Q2: 4,305 shares; 2026Q3: 4,305 shares 4,305$937K0.58%0Timeline
DFAIDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 21,671 shares; 2025Q1: 22,524 shares; 2025Q2: 22,009 shares; 2025Q3: 21,637 shares; 2025Q4: 21,692 shares; 2026Q1: 20,670 shares; 2026Q2: 20,740 shares; 2026Q3: 20,812 shares 20,812$862K0.53%+72Timeline
LIBDSTONE RIDGE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,362 shares; 2026Q1: 4,402 shares; 2026Q2: 4,424 shares; 2026Q3: 2,483 shares 2,483$630K0.39%-1,941Timeline
VEUVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,284 shares; 2026Q2: 6,314 shares; 2026Q3: 6,329 shares 6,329$525K0.33%+15Timeline
EMXCISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,300 shares; 2026Q2: 4,324 shares; 2026Q3: 4,324 shares 4,324$428K0.27%0Timeline
DFUSDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,861 shares; 2025Q1: 4,861 shares; 2025Q2: 4,861 shares; 2025Q3: 4,861 shares; 2025Q4: 4,861 shares; 2026Q1: 4,861 shares; 2026Q2: 4,861 shares; 2026Q3: 4,861 shares 4,861$404K0.25%0Timeline
FNDCSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,985 shares; 2026Q2: 8,031 shares; 2026Q3: 8,030 shares 8,030$400K0.25%-1Timeline
DFAUDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,779 shares; 2025Q1: 10,882 shares; 2025Q2: 10,857 shares; 2025Q3: 10,514 shares; 2025Q4: 10,524 shares; 2026Q1: 7,417 shares; 2026Q2: 7,438 shares; 2026Q3: 7,463 shares 7,463$391K0.24%+25Timeline
AVIVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,631 shares; 2025Q1: 4,631 shares; 2025Q2: 4,631 shares; 2025Q3: 4,631 shares; 2025Q4: 4,631 shares; 2026Q1: 4,631 shares; 2026Q2: 4,631 shares; 2026Q3: 4,631 shares 4,631$369K0.23%0Timeline
VYMIVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,098 shares; 2026Q2: 3,138 shares; 2026Q3: 3,162 shares 3,162$320K0.2%+24Timeline
AVEMAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,186 shares; 2025Q3: 3,186 shares; 2025Q4: 3,186 shares; 2026Q1: 3,186 shares; 2026Q2: 3,186 shares; 2026Q3: 3,186 shares 3,186$300K0.19%0Timeline
EFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,093 shares; 2026Q2: 2,126 shares; 2026Q3: 2,125 shares 2,125$221K0.14%-1Timeline
DFAWDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,312 shares; 2025Q1: 3,317 shares; 2025Q2: 3,330 shares; 2025Q3: 3,337 shares; 2025Q4: 3,015 shares; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,645 shares 2,645$218K0.14%newTimeline

Sold out in Q3 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
DFACDIMENSIONAL ETF TRUST2,100,973$93.2Mshares
DFATDIMENSIONAL ETF TRUST81,639$5.71Mshares
DFSVDIMENSIONAL ETF TRUST43,058$1.67Mshares
DFARDIMENSIONAL ETF TRUST47,563$1.24Mshares
DFASDIMENSIONAL ETF TRUST11,055$910Kshares

How Q3 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001172661-26-004525 superseded2026-10-14
13F-HR 0001172661-26-004529 base2026-10-14

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13F-HR 0001172661-26-004529 Quarter ended 2026-09-302026-10-14
13F-HR 0001172661-26-004525 Quarter ended 2026-09-302026-10-14
13F-HR 0001172661-26-002642 Quarter ended 2026-06-302026-07-16acceptance time not in the bulk data set
13F-HR 0001172661-26-001742 Quarter ended 2026-03-312026-05-13acceptance time not in the bulk data set
13F-HR 0001172661-26-000377 Quarter ended 2025-12-312026-01-29acceptance time not in the bulk data set
13F-HR 0001172661-25-004352 Quarter ended 2025-09-302025-10-22acceptance time not in the bulk data set
13F-HR 0001172661-25-002636 Quarter ended 2025-06-302025-07-17acceptance time not in the bulk data set
13F-HR 0001172661-25-002585 Quarter ended 2023-03-312025-07-15acceptance time not in the bulk data set
13F-HR 0001172661-25-002584 Quarter ended 2022-12-312025-07-15acceptance time not in the bulk data set
13F-HR 0001172661-25-002586 Quarter ended 2023-06-302025-07-15acceptance time not in the bulk data set
13F-HR 0001172661-25-002589 Quarter ended 2024-03-312025-07-15acceptance time not in the bulk data set
13F-HR 0001172661-25-002587 Quarter ended 2023-09-302025-07-15acceptance time not in the bulk data set
13F-HR 0001172661-25-002588 Quarter ended 2023-12-312025-07-15acceptance time not in the bulk data set
13F-HR 0001172661-25-002475 Quarter ended 2024-06-302025-07-07acceptance time not in the bulk data set
13F-HR 0001172661-25-002474 Quarter ended 2024-09-302025-07-07acceptance time not in the bulk data set
13F-HR 0001172661-25-002445 Quarter ended 2024-12-312025-06-16acceptance time not in the bulk data set
13F-HR 0001172661-25-002432 Quarter ended 2025-03-312025-05-30acceptance time not in the bulk data set