Filed: 7/17/2025ACC: 0001172661-25-002636
📋 What this filing means
PORTER WHITE INVESTMENT ADVISORS, INC. filed this quarterly 13F‑HR report disclosing 37 equity positions with a total reported market value of $214.76M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
37
Positions
$214.76M
Total AUM (reported)
5.30M
Total Shares
Allocation by class
US CORE EQUITY 2$87.65M40.8%
US MKTWIDE VALUE$40.34M18.8%
US SML CP VALU$9.89M4.6%
WORLD EX US CORE$9.04M4.2%
INTL SMCP VLU$7.99M3.7%
NATL MUN BD ETF$7.42M3.5%
INTL CORE EQUITY$5.12M2.4%
Portfolio Concentration
Top 3$137.88M64.2%
4–10$43.73M20.4%
11–25$28.04M13.1%
Rest$5.10M2.4%
Top 3 weight
64.2%
Top 10 weight
84.6%
Voting Authority Distribution
Total shares with voting rights: 5.30M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
5.30M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole37
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings37
Rows:
DIMENSIONAL ETF TRUST
SOLEShares2.45M
TypeSH
Market value$87.65M
40.81%
Sole
0.00
Shared
0.00
None
2.45M
DIMENSIONAL ETF TRUST
SOLEShares954.17K
TypeSH
Market value$40.34M
18.79%
Sole
0.00
Shared
0.00
None
954.17K
AMERICAN CENTY ETF TR
SOLEShares108.59K
TypeSH
Market value$9.89M
4.61%
Sole
0.00
Shared
0.00
None
108.59K
DIMENSIONAL ETF TRUST
SOLEShares307.77K
TypeSH
Market value$9.04M
4.21%
Sole
0.00
Shared
0.00
None
307.77K
AMERICAN CENTY ETF TR
SOLEShares100.73K
TypeSH
Market value$7.99M
3.72%
Sole
0.00
Shared
0.00
None
100.73K
DIMENSIONAL ETF TRUST
SOLEShares156.38K
TypeSH
Market value$7.42M
3.45%
Sole
0.00
Shared
0.00
None
156.38K
DIMENSIONAL ETF TRUST
SOLEShares164.69K
TypeSH
Market value$5.12M
2.38%
Sole
0.00
Shared
0.00
None
164.69K
VANGUARD WORLD FD
SOLEShares28.79K
TypeSH
Market value$5.08M
2.37%
Sole
0.00
Shared
0.00
None
28.79K
DIMENSIONAL ETF TRUST
SOLEShares84.45K
TypeSH
Market value$4.56M
2.12%
Sole
0.00
Shared
0.00
None
84.45K
DIMENSIONAL ETF TRUST
SOLEShares107.09K
TypeSH
Market value$4.53M
2.11%
Sole
0.00
Shared
0.00
None
107.09K
DIMENSIONAL ETF TRUST
SOLEShares99.57K
TypeSH
Market value$4.26M
1.99%
Sole
0.00
Shared
0.00
None
99.57K
DIMENSIONAL ETF TRUST
SOLEShares124.69K
TypeSH
Market value$3.70M
1.72%
Sole
0.00
Shared
0.00
None
124.69K
DIMENSIONAL ETF TRUST
SOLEShares98.23K
TypeSH
Market value$2.64M
1.23%
Sole
0.00
Shared
0.00
None
98.23K
DIMENSIONAL ETF TRUST
SOLEShares49K
TypeSH
Market value$2.35M
1.10%
Sole
0.00
Shared
0.00
None
49K
DIMENSIONAL ETF TRUST
SOLEShares40.36K
TypeSH
Market value$2.15M
1.00%
Sole
0.00
Shared
0.00
None
40.36K
DIMENSIONAL ETF TRUST
SOLEShares66.14K
TypeSH
Market value$2.05M
0.96%
Sole
0.00
Shared
0.00
None
66.14K
DIMENSIONAL ETF TRUST
SOLEShares48.01K
TypeSH
Market value$2.01M
0.93%
Sole
0.00
Shared
0.00
None
48.01K
DIMENSIONAL ETF TRUST
SOLEShares58.84K
TypeSH
Market value$1.70M
0.79%
Sole
0.00
Shared
0.00
None
58.84K
AMERICAN CENTY ETF TR
SOLEShares11.89K
TypeSH
Market value$1.20M
0.56%
Sole
0.00
Shared
0.00
None
11.89K
DIMENSIONAL ETF TRUST
SOLEShares39.40K
TypeSH
Market value$1.16M
0.54%
Sole
0.00
Shared
0.00
None
39.40K
DIMENSIONAL ETF TRUST
SOLEShares22.75K
TypeSH
Market value$1.15M
0.54%
Sole
0.00
Shared
0.00
None
22.75K
DIMENSIONAL ETF TRUST
SOLEShares42.44K
TypeSH
Market value$995.7K
0.46%
Sole
0.00
Shared
0.00
None
42.44K
DIMENSIONAL ETF TRUST
SOLEShares31.92K
TypeSH
Market value$957.2K
0.45%
Sole
0.00
Shared
0.00
None
31.92K
DIMENSIONAL ETF TRUST
SOLEShares27.75K
TypeSH
Market value$913.3K
0.43%
Sole
0.00
Shared
0.00
None
27.75K
VANGUARD INDEX FDS
SOLEShares1.40K
TypeSH
Market value$795.1K
0.37%
Sole
0.00
Shared
0.00
None
1.40K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 2.45M | SH | $87.65M 40.81% | 0.00 | 0.00 | 2.45M |
DIMENSIONAL ETF TRUSTSOLE | US MKTWIDE VALUE | 954.17K | SH | $40.34M 18.79% | 0.00 | 0.00 | 954.17K |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 108.59K | SH | $9.89M 4.61% | 0.00 | 0.00 | 108.59K |
DIMENSIONAL ETF TRUSTSOLE | WORLD EX US CORE | 307.77K | SH | $9.04M 4.21% | 0.00 | 0.00 | 307.77K |
AMERICAN CENTY ETF TRSOLE | INTL SMCP VLU | 100.73K | SH | $7.99M 3.72% | 0.00 | 0.00 | 100.73K |
DIMENSIONAL ETF TRUSTSOLE | NATL MUN BD ETF | 156.38K | SH | $7.42M 3.45% | 0.00 | 0.00 | 156.38K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQUITY | 164.69K | SH | $5.12M 2.38% | 0.00 | 0.00 | 164.69K |
VANGUARD WORLD FDSOLE | UTILITIES ETF | 28.79K | SH | $5.08M 2.37% | 0.00 | 0.00 | 28.79K |
DIMENSIONAL ETF TRUSTSOLE | US TARGETED VLU | 84.45K | SH | $4.56M 2.12% | 0.00 | 0.00 | 84.45K |
DIMENSIONAL ETF TRUSTSOLE | CORE FIXED INCOM | 107.09K | SH | $4.53M 2.11% | 0.00 | 0.00 | 107.09K |
DIMENSIONAL ETF TRUSTSOLE | INTERNATNAL VAL | 99.57K | SH | $4.26M 1.99% | 0.00 | 0.00 | 99.57K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 124.69K | SH | $3.70M 1.72% | 0.00 | 0.00 | 124.69K |
DIMENSIONAL ETF TRUSTSOLE | GLOBAL REAL EST | 98.23K | SH | $2.64M 1.23% | 0.00 | 0.00 | 98.23K |
DIMENSIONAL ETF TRUSTSOLE | SHORT DURATION F | 49K | SH | $2.35M 1.10% | 0.00 | 0.00 | 49K |
DIMENSIONAL ETF TRUSTSOLE | GLOBAL EX US COR | 40.36K | SH | $2.15M 1.00% | 0.00 | 0.00 | 40.36K |
DIMENSIONAL ETF TRUSTSOLE | US LARGE CAP VAL | 66.14K | SH | $2.05M 0.96% | 0.00 | 0.00 | 66.14K |
DIMENSIONAL ETF TRUSTSOLE | INFLATION PROTE | 48.01K | SH | $2.01M 0.93% | 0.00 | 0.00 | 48.01K |
DIMENSIONAL ETF TRUSTSOLE | EMGR CRE EQT MNG | 58.84K | SH | $1.70M 0.79% | 0.00 | 0.00 | 58.84K |
AMERICAN CENTY ETF TRSOLE | US EQT ETF | 11.89K | SH | $1.20M 0.56% | 0.00 | 0.00 | 11.89K |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP VAL | 39.40K | SH | $1.16M 0.54% | 0.00 | 0.00 | 39.40K |
DIMENSIONAL ETF TRUSTSOLE | ULTRASHORT FIXED | 22.75K | SH | $1.15M 0.54% | 0.00 | 0.00 | 22.75K |
DIMENSIONAL ETF TRUSTSOLE | US REAL ESTATE E | 42.44K | SH | $995.7K 0.46% | 0.00 | 0.00 | 42.44K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS VA | 31.92K | SH | $957.2K 0.45% | 0.00 | 0.00 | 31.92K |
DIMENSIONAL ETF TRUSTSOLE | INTL SMALL CAP V | 27.75K | SH | $913.3K 0.43% | 0.00 | 0.00 | 27.75K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 1.40K | SH | $795.1K 0.37% | 0.00 | 0.00 | 1.40K |
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