Porter White Investment Advisors, Inc. historic quarter change: USA ETF, Reduced
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 14 quarters from 2022-12-31 to 2026-06-30, Porter White Investment Advisors, Inc. opened 33 positions, added to 234, reduced 117 and sold out of 13.
- Q2 2026: Stock DFUV; Country of operation —; Class US MKTWIDE VALUE; Shares before 977,943.
- Q2 2026: Stock DFEM; Country of operation —; Class EMERGING MKTS CO; Shares before 119,559.
- Q2 2026: Stock DFAX; Country of operation —; Class WORLD EX US CORE; Shares before 302,525.
- Q2 2026: Stock DFAT; Country of operation —; Class US TARGETED VLU; Shares before 83,822.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1612457), 14 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-16); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-13); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-29); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-22); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-17); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-30); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-06-16); Q3 2024 (2024-06-30 to 2024-09-30, filed 2025-07-07); Q2 2024 (2024-03-31 to 2024-06-30, filed 2025-07-07); Q1 2024 (2023-12-31 to 2024-03-31, filed 2025-07-15); Q4 2023 (2023-09-30 to 2023-12-31, filed 2025-07-15); Q3 2023 (2023-06-30 to 2023-09-30, filed 2025-07-15); Q2 2023 (2023-03-31 to 2023-06-30, filed 2025-07-15); Q1 2023 (2022-12-31 to 2023-03-31, filed 2025-07-15). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2025-03-31.
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