13F HOLDINGS REPORT

Porter White Investment Advisors, Inc.

Quarter ended Q2 2025 · Filed July 15, 2025 · Accession 0001172661-25-002588

Total Value

$160.5M

Positions

Other Managers

Confidential Omitted

Holdings (29)

#	Issuer	Ticker / CUSIP	Shares	Value	% of Filing
1	DIMENSIONAL ETF TRUST	25434V708	2,383,418	$69.7M	43.40%
2	DIMENSIONAL ETF TRUST	25434V724	935,580	$34.8M	21.69%
3	DIMENSIONAL ETF TRUST	25434V880	318,695	$7.8M	4.85%
4	AMERICAN CENTY ETF TR	025072877	74,387	$6.7M	4.16%
5	DIMENSIONAL ETF TRUST	25434V609	92,184	$4.8M	3.01%
6	AMERICAN CENTY ETF TR	025072802	71,989	$4.5M	2.80%
7	DIMENSIONAL ETF TRUST	25434V849	91,590	$4.4M	2.77%
8	VANGUARD WORLD FDS	92204A876	26,952	$3.7M	2.30%
9	DIMENSIONAL ETF TRUST	25434V807	100,654	$3.5M	2.15%
10	DIMENSIONAL ETF TRUST	25434V799	114,408	$2.9M	1.82%
11	DIMENSIONAL ETF TRUST	25434V872	67,368	$2.9M	1.78%
12	DIMENSIONAL ETF TRUST	25434V732	77,371	$1.9M	1.20%
13	DIMENSIONAL ETF TRUST	25434V666	52,605	$1.4M	0.89%
14	DIMENSIONAL ETF TRUST	25434V815	42,617	$1.2M	0.77%
15	DIMENSIONAL ETF TRUST	25434V302	49,210	$1.2M	0.74%
16	DIMENSIONAL ETF TRUST	25434V658	43,984	$1.1M	0.71%
17	DIMENSIONAL ETF TRUST	25434V823	49,978	$1.1M	0.71%
18	AMERICAN CENTY ETF TR	025072885	11,888	$969,466	0.60%
19	DIMENSIONAL ETF TRUST	25434V781	36,367	$937,722	0.58%
20	DIMENSIONAL ETF TRUST	25434V500	13,968	$832,800	0.52%
21	DIMENSIONAL ETF TRUST	25434V740	27,559	$694,489	0.43%
22	DIMENSIONAL ETF TRUST	25434V203	23,246	$665,755	0.41%
23	VANGUARD INDEX FDS	922908363	1,372	$599,212	0.37%
24	DIMENSIONAL ETF TRUST	25434V104	17,834	$592,966	0.37%
25	DIMENSIONAL ETF TRUST	25434V864	10,744	$505,092	0.31%
26	AMERICAN CENTY ETF TR	025072349	5,469	$315,889	0.20%
27	DIMENSIONAL ETF TRUST	25434V401	4,861	$251,946	0.16%
28	AMERICAN CENTY ETF TR	025072364	4,631	$238,404	0.15%
29	DIMENSIONAL ETF TRUST	25434V617	3,681	$202,109	0.13%