13F HOLDINGS REPORT

Porter White Investment Advisors, Inc.

Quarter ended Q2 2025 · Filed July 15, 2025 · Accession 0001172661-25-002589

Total Value

$188.1M

Positions

Other Managers

Confidential Omitted

View on SEC.gov

Holdings (31)

#	Issuer	Ticker / CUSIP	Shares	Value	% of Filing
1	DIMENSIONAL ETF TRUST	25434V708	2,534,654	$81.0M	43.04%
2	DIMENSIONAL ETF TRUST	25434V724	961,474	$39.3M	20.90%
3	AMERICAN CENTY ETF TR	025072877	99,211	$9.3M	4.94%
4	DIMENSIONAL ETF TRUST	25434V880	308,180	$7.8M	4.17%
5	AMERICAN CENTY ETF TR	025072802	91,353	$6.0M	3.20%
6	DIMENSIONAL ETF TRUST	25434V609	90,761	$4.9M	2.63%
7	DIMENSIONAL ETF TRUST	25434V849	92,545	$4.5M	2.37%
8	VANGUARD WORLD FD	92204A876	29,742	$4.2M	2.25%
9	DIMENSIONAL ETF TRUST	25434V799	155,196	$4.2M	2.21%
10	DIMENSIONAL ETF TRUST	25434V807	101,157	$3.7M	1.98%
11	DIMENSIONAL ETF TRUST	25434V872	82,065	$3.4M	1.83%
12	DIMENSIONAL ETF TRUST	25434V732	113,922	$2.9M	1.54%
13	DIMENSIONAL ETF TRUST	25434V666	64,276	$1.9M	1.02%
14	DIMENSIONAL ETF TRUST	25434V658	63,680	$1.6M	0.86%
15	DIMENSIONAL ETF TRUST	25434V302	60,689	$1.5M	0.80%
16	DIMENSIONAL ETF TRUST	25434V815	46,079	$1.4M	0.74%
17	DIMENSIONAL ETF TRUST	25434V823	53,164	$1.2M	0.63%
18	AMERICAN CENTY ETF TR	025072885	11,888	$1.1M	0.57%
19	DIMENSIONAL ETF TRUST	25434V781	35,670	$969,858	0.52%
20	DIMENSIONAL ETF TRUST	25434V864	20,432	$961,116	0.51%
21	DIMENSIONAL ETF TRUST	25434V203	29,498	$891,424	0.47%
22	DIMENSIONAL ETF TRUST	25434V500	13,969	$870,804	0.46%
23	DIMENSIONAL ETF TRUST	25434V740	33,386	$866,708	0.46%
24	DIMENSIONAL ETF TRUST	25434V104	19,744	$721,448	0.38%
25	DIMENSIONAL ETF TRUST	25434V856	16,846	$694,883	0.37%
26	VANGUARD INDEX FDS	922908363	1,382	$664,127	0.35%
27	DIMENSIONAL ETF TRUST	25434V575	7,581	$401,915	0.21%
28	AMERICAN CENTY ETF TR	025072349	5,469	$351,438	0.19%
29	DIMENSIONAL ETF TRUST	25434V401	4,861	$276,980	0.15%
30	AMERICAN CENTY ETF TR	025072364	4,631	$250,444	0.13%
31	DIMENSIONAL ETF TRUST	25434V617	3,606	$213,217	0.11%