Porter White Investment Advisors, Inc. quarter change: USA ETF, Sold out
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Porter White Investment Advisors, Inc. opened 9 positions, added to 20, reduced 7, sold out of 9 and left 4 unchanged. The largest increase in value was DFAC (+$93,199,174); the largest decrease was DFAC (-$94,804,585).
- DFAC: Country of operation —; Class US CORE EQUITY 2; Shares 2026-03-31 2,439,644; Shares 2026-06-30 0.
- DFCF: Country of operation —; Class CORE FIXED INCOM; Shares 2026-03-31 133,511; Shares 2026-06-30 0.
- DFGX: Country of operation —; Class DIMENSIONAL INTE; Shares 2026-03-31 76,907; Shares 2026-06-30 0.
- DFSD: Country of operation —; Class SHORT DURATION F; Shares 2026-03-31 83,411; Shares 2026-06-30 0.
Two Form 13F-HR filings compared (SEC CIK 1612457): 2026-03-31 (filed 2026-05-13) and 2026-06-30 (filed 2026-07-16). 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; share change is the position change.
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