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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 $243,851,801 across 36 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-01-29. Its ten largest share positions make up 82.77% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001172661-26-000377

Period
2025-12-31
Reported value
$244M
Holdings
36
Top 10 weight
82.77%
New
1
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
LIBDnew+4,362$1.23M
DFCFadded+16,927$720K
DUSBadded+13,400$679K
DFIPadded+15,852$659K
DFGXadded+11,503$605K

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
DFACreduced-16,587-$657K
AVDVreduced-2,616-$246K
DFICreduced-6,018-$207K
DFEMreduced-4,708-$156K
DFIVreduced-3,016-$150K

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, Q4 2025

Share positions as resolved from 13F-HR 0001172661-26-000377, largest first. % of portfolio is the value over $243,851,801, 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; 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; 2025Q4: 2,420,584 shares 2,420,584$95.8M39.3%-16,587Timeline
DFUVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 965,883 shares; 2025Q1: 958,305 shares; 2025Q2: 954,169 shares; 2025Q3: 964,880 shares; 2025Q4: 973,576 shares 973,576$45.4M18.6%+8,696Timeline
AVUVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 106,799 shares; 2025Q1: 111,885 shares; 2025Q2: 108,591 shares; 2025Q3: 109,206 shares; 2025Q4: 112,598 shares 112,598$11.5M4.71%+3,392Timeline
DFAXDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 307,778 shares; 2025Q1: 323,469 shares; 2025Q2: 307,768 shares; 2025Q3: 304,825 shares; 2025Q4: 305,111 shares 305,111$9.99M4.1%+286Timeline
AVDVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 98,877 shares; 2025Q1: 103,573 shares; 2025Q2: 100,731 shares; 2025Q3: 99,344 shares; 2025Q4: 96,728 shares 96,728$9.09M3.73%-2,616Timeline
DFNMDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 97,668 shares; 2025Q1: 99,081 shares; 2025Q2: 156,384 shares; 2025Q3: 160,175 shares; 2025Q4: 168,955 shares 168,955$8.14M3.34%+8,780Timeline
DFCFDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 89,536 shares; 2025Q1: 99,198 shares; 2025Q2: 107,088 shares; 2025Q3: 127,907 shares; 2025Q4: 144,834 shares 144,834$6.16M2.53%+16,927Timeline
DFICDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 168,984 shares; 2025Q1: 179,404 shares; 2025Q2: 164,687 shares; 2025Q3: 163,723 shares; 2025Q4: 157,705 shares 157,705$5.43M2.23%-6,018Timeline
VPUVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 28,570 shares; 2025Q1: 28,758 shares; 2025Q2: 28,793 shares; 2025Q3: 28,641 shares; 2025Q4: 28,769 shares 28,769$5.32M2.18%+128Timeline
DFATDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 85,370 shares; 2025Q1: 84,356 shares; 2025Q2: 84,450 shares; 2025Q3: 84,433 shares; 2025Q4: 84,418 shares 84,418$5.03M2.06%-15Timeline
DFIVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 100,965 shares; 2025Q1: 110,681 shares; 2025Q2: 99,571 shares; 2025Q3: 98,762 shares; 2025Q4: 95,746 shares 95,746$4.78M1.96%-3,016Timeline
DFEMDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 123,557 shares; 2025Q1: 129,346 shares; 2025Q2: 124,690 shares; 2025Q3: 123,087 shares; 2025Q4: 118,379 shares 118,379$3.92M1.61%-4,708Timeline
DFGXDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,685 shares; 2025Q1: 33,680 shares; 2025Q2: 40,358 shares; 2025Q3: 62,163 shares; 2025Q4: 73,666 shares 73,666$3.88M1.59%+11,503Timeline
DFSDDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24,016 shares; 2025Q1: 42,247 shares; 2025Q2: 49,004 shares; 2025Q3: 68,126 shares; 2025Q4: 78,322 shares 78,322$3.76M1.54%+10,196Timeline
DFIPDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 30,150 shares; 2025Q1: 45,172 shares; 2025Q2: 48,010 shares; 2025Q3: 73,510 shares; 2025Q4: 89,362 shares 89,362$3.71M1.52%+15,852Timeline
DFGRDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 79,110 shares; 2025Q1: 86,209 shares; 2025Q2: 98,228 shares; 2025Q3: 98,410 shares; 2025Q4: 102,927 shares 102,927$2.72M1.12%+4,517Timeline
DFLVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 64,483 shares; 2025Q1: 71,012 shares; 2025Q2: 66,141 shares; 2025Q3: 66,266 shares; 2025Q4: 66,186 shares 66,186$2.26M0.93%-80Timeline
DFAEDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 58,310 shares; 2025Q1: 58,827 shares; 2025Q2: 58,844 shares; 2025Q3: 58,588 shares; 2025Q4: 59,247 shares 59,247$1.93M0.79%+659Timeline
DFSVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 43,061 shares; 2025Q1: 49,984 shares; 2025Q2: 39,399 shares; 2025Q3: 40,108 shares; 2025Q4: 40,639 shares 40,639$1.34M0.55%+531Timeline
AVUSAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,888 shares; 2025Q1: 11,888 shares; 2025Q2: 11,888 shares; 2025Q3: 11,888 shares; 2025Q4: 11,888 shares 11,888$1.33M0.54%0Timeline
DUSBDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,809 shares; 2025Q1: 21,852 shares; 2025Q2: 22,745 shares; 2025Q3: 11,326 shares; 2025Q4: 24,726 shares 24,726$1.25M0.51%+13,400Timeline
LIBDSTONE RIDGE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,362 shares 4,362$1.23M0.5%newTimeline
DGCBDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 5,830 shares; 2025Q2: 9,269 shares; 2025Q3: 18,995 shares; 2025Q4: 22,593 shares 22,593$1.23M0.5%+3,598Timeline
DFEVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 35,032 shares; 2025Q1: 39,832 shares; 2025Q2: 31,917 shares; 2025Q3: 32,084 shares; 2025Q4: 31,592 shares 31,592$1.07M0.44%-492Timeline
LIAMSTONE RIDGE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,305 shares; 2025Q4: 4,305 shares 4,305$1.03M0.42%0Timeline
DFARDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 43,605 shares; 2025Q1: 42,291 shares; 2025Q2: 42,442 shares; 2025Q3: 43,049 shares; 2025Q4: 45,014 shares 45,014$1.03M0.42%+1,965Timeline
DISVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 30,961 shares; 2025Q1: 28,420 shares; 2025Q2: 27,752 shares; 2025Q3: 27,190 shares; 2025Q4: 26,747 shares 26,747$1.02M0.42%-443Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,414 shares; 2025Q1: 1,401 shares; 2025Q2: 1,400 shares; 2025Q3: 1,399 shares; 2025Q4: 1,407 shares 1,407$883K0.36%+8Timeline
DFAIDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,671 shares; 2025Q1: 22,524 shares; 2025Q2: 22,009 shares; 2025Q3: 21,637 shares; 2025Q4: 21,692 shares 21,692$827K0.34%+55Timeline
DFASDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,110 shares; 2025Q1: 11,094 shares; 2025Q2: 11,095 shares; 2025Q3: 11,054 shares; 2025Q4: 11,054 shares 11,054$770K0.32%0Timeline
DFAUDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,779 shares; 2025Q1: 10,882 shares; 2025Q2: 10,857 shares; 2025Q3: 10,514 shares; 2025Q4: 10,524 shares 10,524$493K0.2%+10Timeline
AVLVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,469 shares; 2025Q1: 5,469 shares; 2025Q2: 5,469 shares; 2025Q3: 5,469 shares; 2025Q4: 5,469 shares 5,469$414K0.17%0Timeline
DFUSDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,861 shares; 2025Q1: 4,861 shares; 2025Q2: 4,861 shares; 2025Q3: 4,861 shares; 2025Q4: 4,861 shares 4,861$361K0.15%0Timeline
AVIVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,631 shares; 2025Q1: 4,631 shares; 2025Q2: 4,631 shares; 2025Q3: 4,631 shares; 2025Q4: 4,631 shares 4,631$330K0.14%0Timeline
AVEMAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,186 shares; 2025Q3: 3,186 shares; 2025Q4: 3,186 shares 3,186$245K0.1%0Timeline
DFAWDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,312 shares; 2025Q1: 3,317 shares; 2025Q2: 3,330 shares; 2025Q3: 3,337 shares; 2025Q4: 3,015 shares 3,015$223K0.09%-322Timeline

How Q4 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 0001172661-26-000377 base2026-01-29acceptance time not in the bulk data set