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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 $232,912,360 across 35 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-10-22. Its ten largest share positions make up 83.84% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001172661-25-004352

Period
2025-09-30
Reported value
$233M
Holdings
35
Top 10 weight
83.84%
New
1
Sold out
3

Largest buys vs the previous quarter

SecurityShares changeApprox. value
DFGXadded+21,805$1.18M
DFIPadded+25,500$1.08M
LIAMnew+4,305$1.05M
DFSDadded+19,122$922K
DFCFadded+20,819$890K

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
DUSBreduced-11,419-$580K
STONE RIDGE TRexited-2,462-$488K
STONE RIDGE TRexited-2,625-$485K
DFACreduced-8,383-$323K
STONE RIDGE TRexited-1,130-$271K

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 2025

Share positions as resolved from 13F-HR 0001172661-25-004352, largest first. % of portfolio is the value over $232,912,360, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
DFACDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,482,241 shares; 2025Q1: 2,539,291 shares; 2025Q2: 2,445,554 shares; 2025Q3: 2,437,171 shares 2,437,171$94M40.36%-8,383Timeline
DFUVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 965,883 shares; 2025Q1: 958,305 shares; 2025Q2: 954,169 shares; 2025Q3: 964,880 shares 964,880$43.1M18.51%+10,711Timeline
AVUVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 106,799 shares; 2025Q1: 111,885 shares; 2025Q2: 108,591 shares; 2025Q3: 109,206 shares 109,206$10.9M4.67%+615Timeline
DFAXDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 307,778 shares; 2025Q1: 323,469 shares; 2025Q2: 307,768 shares; 2025Q3: 304,825 shares 304,825$9.57M4.11%-2,943Timeline
AVDVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 98,877 shares; 2025Q1: 103,573 shares; 2025Q2: 100,731 shares; 2025Q3: 99,344 shares 99,344$8.84M3.8%-1,387Timeline
DFNMDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 97,668 shares; 2025Q1: 99,081 shares; 2025Q2: 156,384 shares; 2025Q3: 160,175 shares 160,175$7.69M3.3%+3,791Timeline
DFCFDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 89,536 shares; 2025Q1: 99,198 shares; 2025Q2: 107,088 shares; 2025Q3: 127,907 shares 127,907$5.47M2.35%+20,819Timeline
VPUVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 28,570 shares; 2025Q1: 28,758 shares; 2025Q2: 28,793 shares; 2025Q3: 28,641 shares 28,641$5.42M2.33%-152Timeline
DFICDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 168,984 shares; 2025Q1: 179,404 shares; 2025Q2: 164,687 shares; 2025Q3: 163,723 shares 163,723$5.37M2.3%-964Timeline
DFATDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 85,370 shares; 2025Q1: 84,356 shares; 2025Q2: 84,450 shares; 2025Q3: 84,433 shares 84,433$4.91M2.11%-17Timeline
DFIVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 100,965 shares; 2025Q1: 110,681 shares; 2025Q2: 99,571 shares; 2025Q3: 98,762 shares 98,762$4.55M1.96%-809Timeline
DFEMDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 123,557 shares; 2025Q1: 129,346 shares; 2025Q2: 124,690 shares; 2025Q3: 123,087 shares 123,087$3.95M1.69%-1,603Timeline
DFGXDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,685 shares; 2025Q1: 33,680 shares; 2025Q2: 40,358 shares; 2025Q3: 62,163 shares 62,163$3.35M1.44%+21,805Timeline
DFSDDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24,016 shares; 2025Q1: 42,247 shares; 2025Q2: 49,004 shares; 2025Q3: 68,126 shares 68,126$3.28M1.41%+19,122Timeline
DFIPDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 30,150 shares; 2025Q1: 45,172 shares; 2025Q2: 48,010 shares; 2025Q3: 73,510 shares 73,510$3.1M1.33%+25,500Timeline
DFGRDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 79,110 shares; 2025Q1: 86,209 shares; 2025Q2: 98,228 shares; 2025Q3: 98,410 shares 98,410$2.69M1.15%+182Timeline
DFLVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 64,483 shares; 2025Q1: 71,012 shares; 2025Q2: 66,141 shares; 2025Q3: 66,266 shares 66,266$2.18M0.94%+125Timeline
DFAEDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 58,310 shares; 2025Q1: 58,827 shares; 2025Q2: 58,844 shares; 2025Q3: 58,588 shares 58,588$1.85M0.79%-256Timeline
AVUSAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,888 shares; 2025Q1: 11,888 shares; 2025Q2: 11,888 shares; 2025Q3: 11,888 shares 11,888$1.29M0.55%0Timeline
DFSVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 43,061 shares; 2025Q1: 49,984 shares; 2025Q2: 39,399 shares; 2025Q3: 40,108 shares 40,108$1.28M0.55%+709Timeline
DGCBDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 5,830 shares; 2025Q2: 9,269 shares; 2025Q3: 18,995 shares 18,995$1.05M0.45%+9,726Timeline
LIAMSTONE RIDGE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,305 shares 4,305$1.05M0.45%newTimeline
DFARDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 43,605 shares; 2025Q1: 42,291 shares; 2025Q2: 42,442 shares; 2025Q3: 43,049 shares 43,049$1.03M0.44%+607Timeline
DFEVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 35,032 shares; 2025Q1: 39,832 shares; 2025Q2: 31,917 shares; 2025Q3: 32,084 shares 32,084$1.02M0.44%+167Timeline
DISVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 30,961 shares; 2025Q1: 28,420 shares; 2025Q2: 27,752 shares; 2025Q3: 27,190 shares 27,190$970K0.42%-562Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,414 shares; 2025Q1: 1,401 shares; 2025Q2: 1,400 shares; 2025Q3: 1,399 shares 1,399$857K0.37%-1Timeline
DFAIDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,671 shares; 2025Q1: 22,524 shares; 2025Q2: 22,009 shares; 2025Q3: 21,637 shares 21,637$787K0.34%-372Timeline
DFASDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,110 shares; 2025Q1: 11,094 shares; 2025Q2: 11,095 shares; 2025Q3: 11,054 shares 11,054$757K0.32%-41Timeline
DUSBDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,809 shares; 2025Q1: 21,852 shares; 2025Q2: 22,745 shares; 2025Q3: 11,326 shares 11,326$575K0.25%-11,419Timeline
DFAUDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,779 shares; 2025Q1: 10,882 shares; 2025Q2: 10,857 shares; 2025Q3: 10,514 shares 10,514$481K0.21%-343Timeline
AVLVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,469 shares; 2025Q1: 5,469 shares; 2025Q2: 5,469 shares; 2025Q3: 5,469 shares 5,469$395K0.17%0Timeline
DFUSDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,861 shares; 2025Q1: 4,861 shares; 2025Q2: 4,861 shares; 2025Q3: 4,861 shares 4,861$352K0.15%0Timeline
AVIVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,631 shares; 2025Q1: 4,631 shares; 2025Q2: 4,631 shares; 2025Q3: 4,631 shares 4,631$312K0.13%0Timeline
DFAWDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,312 shares; 2025Q1: 3,317 shares; 2025Q2: 3,330 shares; 2025Q3: 3,337 shares 3,337$240K0.1%+7Timeline
AVEMAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,186 shares; 2025Q3: 3,186 shares 3,186$239K0.1%0Timeline

Sold out in Q3 2025

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

SecurityShares beforeValue beforeType
STONE RIDGE TRSTONE RIDGE TR2,462$488Kshares
STONE RIDGE TRSTONE RIDGE TR2,625$485Kshares
STONE RIDGE TRSTONE RIDGE TR1,130$271Kshares

How Q3 2025 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 0001172661-25-004352 base2025-10-22acceptance time not in the bulk data set