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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 $249,718,840 across 40 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-13. Its ten largest share positions make up 82.06% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001172661-26-001742

Period
2026-03-31
Reported value
$250M
Holdings
40
Top 10 weight
82.06%
New
5
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
DFACadded+19,060$741K
VEUnew+6,284$472K
FNDCnew+7,985$370K
EMXCnew+4,300$338K
VYMInew+3,098$292K

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
DFCFreduced-11,323-$478K
DFAWexited-3,015-$223K
DFAUreduced-3,107-$140K
DUSBreduced-2,422-$123K
AVDVreduced-1,070-$107K

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, Q1 2026

Share positions as resolved from 13F-HR 0001172661-26-001742, largest first. % of portfolio is the value over $249,718,840, 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; 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; 2026Q1: 2,439,644 shares 2,439,644$94.8M37.96%+19,060Timeline
DFUVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 965,883 shares; 2025Q1: 958,305 shares; 2025Q2: 954,169 shares; 2025Q3: 964,880 shares; 2025Q4: 973,576 shares; 2026Q1: 977,943 shares 977,943$47.4M18.98%+4,367Timeline
AVUVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 106,799 shares; 2025Q1: 111,885 shares; 2025Q2: 108,591 shares; 2025Q3: 109,206 shares; 2025Q4: 112,598 shares; 2026Q1: 113,506 shares 113,506$12.5M5.02%+908Timeline
DFAXDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 307,778 shares; 2025Q1: 323,469 shares; 2025Q2: 307,768 shares; 2025Q3: 304,825 shares; 2025Q4: 305,111 shares; 2026Q1: 302,525 shares 302,525$10.3M4.12%-2,586Timeline
AVDVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 98,877 shares; 2025Q1: 103,573 shares; 2025Q2: 100,731 shares; 2025Q3: 99,344 shares; 2025Q4: 96,728 shares; 2026Q1: 95,658 shares 95,658$9.55M3.83%-1,070Timeline
DFNMDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 97,668 shares; 2025Q1: 99,081 shares; 2025Q2: 156,384 shares; 2025Q3: 160,175 shares; 2025Q4: 168,955 shares; 2026Q1: 169,995 shares 169,995$8.15M3.26%+1,040Timeline
VPUVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 28,570 shares; 2025Q1: 28,758 shares; 2025Q2: 28,793 shares; 2025Q3: 28,641 shares; 2025Q4: 28,769 shares; 2026Q1: 28,601 shares 28,601$5.67M2.27%-168Timeline
DFICDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 168,984 shares; 2025Q1: 179,404 shares; 2025Q2: 164,687 shares; 2025Q3: 163,723 shares; 2025Q4: 157,705 shares; 2026Q1: 159,221 shares 159,221$5.66M2.27%+1,516Timeline
DFCFDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 89,536 shares; 2025Q1: 99,198 shares; 2025Q2: 107,088 shares; 2025Q3: 127,907 shares; 2025Q4: 144,834 shares; 2026Q1: 133,511 shares 133,511$5.64M2.26%-11,323Timeline
DFATDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 85,370 shares; 2025Q1: 84,356 shares; 2025Q2: 84,450 shares; 2025Q3: 84,433 shares; 2025Q4: 84,418 shares; 2026Q1: 83,822 shares 83,822$5.23M2.1%-596Timeline
DFIVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 100,965 shares; 2025Q1: 110,681 shares; 2025Q2: 99,571 shares; 2025Q3: 98,762 shares; 2025Q4: 95,746 shares; 2026Q1: 95,133 shares 95,133$5.02M2.01%-613Timeline
DFEMDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 123,557 shares; 2025Q1: 129,346 shares; 2025Q2: 124,690 shares; 2025Q3: 123,087 shares; 2025Q4: 118,379 shares; 2026Q1: 119,559 shares 119,559$4.13M1.65%+1,180Timeline
DFGXDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,685 shares; 2025Q1: 33,680 shares; 2025Q2: 40,358 shares; 2025Q3: 62,163 shares; 2025Q4: 73,666 shares; 2026Q1: 76,907 shares 76,907$4.03M1.62%+3,241Timeline
DFSDDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24,016 shares; 2025Q1: 42,247 shares; 2025Q2: 49,004 shares; 2025Q3: 68,126 shares; 2025Q4: 78,322 shares; 2026Q1: 83,411 shares 83,411$3.99M1.6%+5,089Timeline
DFIPDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 30,150 shares; 2025Q1: 45,172 shares; 2025Q2: 48,010 shares; 2025Q3: 73,510 shares; 2025Q4: 89,362 shares; 2026Q1: 94,247 shares 94,247$3.93M1.57%+4,885Timeline
DFGRDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 79,110 shares; 2025Q1: 86,209 shares; 2025Q2: 98,228 shares; 2025Q3: 98,410 shares; 2025Q4: 102,927 shares; 2026Q1: 102,956 shares 102,956$2.74M1.1%+29Timeline
DFLVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 64,483 shares; 2025Q1: 71,012 shares; 2025Q2: 66,141 shares; 2025Q3: 66,266 shares; 2025Q4: 66,186 shares; 2026Q1: 66,575 shares 66,575$2.38M0.95%+389Timeline
DFAEDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 58,310 shares; 2025Q1: 58,827 shares; 2025Q2: 58,844 shares; 2025Q3: 58,588 shares; 2025Q4: 59,247 shares; 2026Q1: 59,227 shares 59,227$2.01M0.8%-20Timeline
DFSVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 43,061 shares; 2025Q1: 49,984 shares; 2025Q2: 39,399 shares; 2025Q3: 40,108 shares; 2025Q4: 40,639 shares; 2026Q1: 42,281 shares 42,281$1.48M0.59%+1,642Timeline
AVUSAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,888 shares; 2025Q1: 11,888 shares; 2025Q2: 11,888 shares; 2025Q3: 11,888 shares; 2025Q4: 11,888 shares; 2026Q1: 11,888 shares 11,888$1.32M0.53%0Timeline
DGCBDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 5,830 shares; 2025Q2: 9,269 shares; 2025Q3: 18,995 shares; 2025Q4: 22,593 shares; 2026Q1: 24,290 shares 24,290$1.31M0.53%+1,697Timeline
LIBDSTONE RIDGE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,362 shares; 2026Q1: 4,402 shares 4,402$1.22M0.49%+40Timeline
DUSBDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,809 shares; 2025Q1: 21,852 shares; 2025Q2: 22,745 shares; 2025Q3: 11,326 shares; 2025Q4: 24,726 shares; 2026Q1: 22,304 shares 22,304$1.13M0.45%-2,422Timeline
DFEVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 35,032 shares; 2025Q1: 39,832 shares; 2025Q2: 31,917 shares; 2025Q3: 32,084 shares; 2025Q4: 31,592 shares; 2026Q1: 31,426 shares 31,426$1.12M0.45%-166Timeline
DFARDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 43,605 shares; 2025Q1: 42,291 shares; 2025Q2: 42,442 shares; 2025Q3: 43,049 shares; 2025Q4: 45,014 shares; 2026Q1: 45,768 shares 45,768$1.08M0.43%+754Timeline
DISVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 30,961 shares; 2025Q1: 28,420 shares; 2025Q2: 27,752 shares; 2025Q3: 27,190 shares; 2025Q4: 26,747 shares; 2026Q1: 26,840 shares 26,840$1.06M0.42%+93Timeline
LIAMSTONE RIDGE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,305 shares; 2025Q4: 4,305 shares; 2026Q1: 4,305 shares 4,305$1.02M0.41%0Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,414 shares; 2025Q1: 1,401 shares; 2025Q2: 1,400 shares; 2025Q3: 1,399 shares; 2025Q4: 1,407 shares; 2026Q1: 1,404 shares 1,404$839K0.34%-3Timeline
DFAIDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,671 shares; 2025Q1: 22,524 shares; 2025Q2: 22,009 shares; 2025Q3: 21,637 shares; 2025Q4: 21,692 shares; 2026Q1: 20,670 shares 20,670$805K0.32%-1,022Timeline
DFASDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,110 shares; 2025Q1: 11,094 shares; 2025Q2: 11,095 shares; 2025Q3: 11,054 shares; 2025Q4: 11,054 shares; 2026Q1: 11,054 shares 11,054$786K0.31%0Timeline
VEUVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,284 shares 6,284$472K0.19%newTimeline
AVLVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,469 shares; 2025Q1: 5,469 shares; 2025Q2: 5,469 shares; 2025Q3: 5,469 shares; 2025Q4: 5,469 shares; 2026Q1: 5,469 shares 5,469$441K0.18%0Timeline
FNDCSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,985 shares 7,985$370K0.15%newTimeline
AVIVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,631 shares; 2025Q1: 4,631 shares; 2025Q2: 4,631 shares; 2025Q3: 4,631 shares; 2025Q4: 4,631 shares; 2026Q1: 4,631 shares 4,631$347K0.14%0Timeline
DFUSDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,861 shares; 2025Q1: 4,861 shares; 2025Q2: 4,861 shares; 2025Q3: 4,861 shares; 2025Q4: 4,861 shares; 2026Q1: 4,861 shares 4,861$345K0.14%0Timeline
EMXCISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,300 shares 4,300$338K0.14%newTimeline
DFAUDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,779 shares; 2025Q1: 10,882 shares; 2025Q2: 10,857 shares; 2025Q3: 10,514 shares; 2025Q4: 10,524 shares; 2026Q1: 7,417 shares 7,417$335K0.13%-3,107Timeline
VYMIVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,098 shares 3,098$292K0.12%newTimeline
AVEMAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,186 shares; 2025Q3: 3,186 shares; 2025Q4: 3,186 shares; 2026Q1: 3,186 shares 3,186$257K0.1%0Timeline
EFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,093 shares 2,093$203K0.08%newTimeline

Sold out in Q1 2026

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

SecurityShares beforeValue beforeType
DFAWDIMENSIONAL ETF TRUST3,015$223Kshares

How Q1 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 0001172661-26-001742 base2026-05-13acceptance time not in the bulk data set