Porter White Investment Advisors, Inc. Dimensional ETF Tr U S Core Eq Transaction History
Porter White Investment Advisors, Inc.
- $244 Billion
- Q4 2025
A detailed history of Porter White Investment Advisors, Inc. transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Porter White Investment Advisors, Inc. holds 2,420,584 shares of DFAC stock, worth $93.5 Million. This represents 39.3% of its overall portfolio holdings.
Number of Shares
2,420,584
Previous 2,437,171
0.68%
Holding current value
$93.5 Million
Previous $94 Billion
1.95%
% of portfolio
39.3%
Previous 40.36%
Shares
13 transactions
Others Institutions Holding DFAC
# of Institutions
1,195Shares Held
821MCall Options Held
10.4KPut Options Held
20.1K-
Mercer Global Advisors Inc Denver, CO61.2MShares$2.37 Billion4.02% of portfolio
-
Forum Financial Management, LP Lombard, IL41.1MShares$1.59 Billion23.82% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.44 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.5MShares$676 Million0.21% of portfolio
-
Apella Capital, LLC13.9MShares$538 Million11.36% of portfolio