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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 $259,741,357 across 40 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-07-16. Its ten largest share positions make up 80.79% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001172661-26-002642

Period
2026-06-30
Reported value
$260M
Holdings
40
Top 10 weight
80.79%
New
0
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
AVUVadded+11,429$1.43M
AVLVadded+14,888$1.36M
DFNMadded+6,596$319K
AVDVadded+2,298$237K
DFIPadded+3,348$138K

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-338,671-$15M
DFUVreduced-91,137-$5.01M
DFCFreduced-5,984-$253K
DFAXreduced-4,893-$180K
DFATreduced-2,183-$153K

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, Q2 2026

Share positions as resolved from 13F-HR 0001172661-26-002642, largest first. % of portfolio is the value over $259,741,357, 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; 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; 2026Q2: 2,100,973 shares 2,100,973$93.2M35.88%-338,671Timeline
DFUVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 886,806 shares 886,806$48.8M18.78%-91,137Timeline
AVUVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 124,935 shares 124,935$15.6M6%+11,429Timeline
DFAXDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 297,632 shares 297,632$11M4.22%-4,893Timeline
AVDVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 97,956 shares 97,956$10.1M3.89%+2,298Timeline
DFNMDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 176,591 shares 176,591$8.54M3.29%+6,596Timeline
DFICDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 162,353 shares 162,353$6.05M2.33%+3,132Timeline
DFATDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 81,639 shares 81,639$5.71M2.2%-2,183Timeline
VPUVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 28,323 shares 28,323$5.54M2.13%-278Timeline
DFCFDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 127,527 shares 127,527$5.38M2.07%-5,984Timeline
DFIVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 94,770 shares 94,770$5.12M1.97%-363Timeline
DFEMDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 119,479 shares 119,479$4.86M1.87%-80Timeline
DFGXDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 78,642 shares 78,642$4.21M1.62%+1,735Timeline
DFSDDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 85,057 shares 85,057$4.06M1.56%+1,646Timeline
DFIPDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 97,595 shares 97,595$4.03M1.55%+3,348Timeline
DFGRDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 102,562 shares 102,562$2.97M1.14%-394Timeline
DFLVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 66,124 shares 66,124$2.61M1.01%-451Timeline
DFAEDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 59,834 shares 59,834$2.41M0.93%+607Timeline
AVLVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 20,357 shares 20,357$1.86M0.71%+14,888Timeline
DFSVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 43,058 shares 43,058$1.67M0.64%+777Timeline
AVUSAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 11,888 shares 11,888$1.52M0.59%0Timeline
DFEVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 33,979 shares 33,979$1.45M0.56%+2,553Timeline
DGCBDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 25,120 shares 25,120$1.37M0.53%+830Timeline
DFARDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 47,563 shares 47,563$1.24M0.48%+1,795Timeline
LIBDSTONE RIDGE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,362 shares; 2026Q1: 4,402 shares; 2026Q2: 4,424 shares 4,424$1.23M0.47%+22Timeline
DISVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 27,214 shares 27,214$1.09M0.42%+374Timeline
DUSBDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 21,007 shares 21,007$1.07M0.41%-1,297Timeline
LIAMSTONE RIDGE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 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 4,305$1.02M0.39%0Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,448 shares 1,448$995K0.38%+44Timeline
DFASDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 11,055 shares 11,055$910K0.35%+1Timeline
DFAIDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 20,740 shares 20,740$856K0.33%+70Timeline
VEUVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,284 shares; 2026Q2: 6,314 shares 6,314$529K0.2%+30Timeline
EMXCISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,300 shares; 2026Q2: 4,324 shares 4,324$442K0.17%+24Timeline
DFUSDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 4,861 shares 4,861$398K0.15%0Timeline
FNDCSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,985 shares; 2026Q2: 8,031 shares 8,031$390K0.15%+46Timeline
DFAUDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 7,438 shares 7,438$384K0.15%+21Timeline
AVIVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 4,631 shares 4,631$359K0.14%0Timeline
VYMIVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,098 shares; 2026Q2: 3,138 shares 3,138$308K0.12%+40Timeline
AVEMAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 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 3,186$307K0.12%0Timeline
EFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,093 shares; 2026Q2: 2,126 shares 2,126$221K0.09%+33Timeline

How Q2 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 0001172661-26-002642 base2026-07-16acceptance time not in the bulk data set