Porter White Investment Advisors, Inc. quarter change: USA ETF, Unchanged
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).
- AVUS: Country of operation —; Class US EQT ETF; Shares 2026-03-31 11,888; Shares 2026-06-30 11,888.
- AVEM: Country of operation —; Class AVANTIS EMGMKT; Shares 2026-03-31 3,186; Shares 2026-06-30 3,186.
- AVIV: Country of operation —; Class INTERNATIONAL LR; Shares 2026-03-31 4,631; Shares 2026-06-30 4,631.
- LIAM: Country of operation —; Class LIFEX 2055 INFLA; Shares 2026-03-31 4,305; Shares 2026-06-30 4,305.
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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