Porter White Investment Advisors, Inc. Dimensional ETF Tr U S Target Transaction History

Porter White Investment Advisors, Inc.

$233 Billion
Q3 2025

A detailed history of Porter White Investment Advisors, Inc. transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Porter White Investment Advisors, Inc. holds 84,433 shares of DFAT stock, worth $4.81 Million. This represents 2.11% of its overall portfolio holdings.

Number of Shares

84,433

Previous 84,450 0.02%

Holding current value

$4.81 Million

Previous $4.56 Billion 7.85%

% of portfolio

2.11%

Previous 2.12%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 22, 2025	SELL	$53.36 - $59.69 $907 - $1,014	-17 Reduced 0.02%	84,433 $4.91 Billion
Q2 2025 Jul 17, 2025	BUY	$44.8 - $53.97 $4,211 - $5,073	94 Added 0.11%	84,450 $4.56 Billion
Q1 2025 May 30, 2025	BUY	$50.44 - $58.1 $4.25 Million - $4.9 Million	84,356 New	84,356 $4.34 Billion
Q4 2024 Jun 16, 2025	BUY	$54.54 - $61.04 $55,303 - $61,894	1,014 Added 1.2%	85,370 $4.75 Billion
Q3 2024 Jul 07, 2025	SELL	$51.0 - $57.07 $118,881 - $133,030	-2,331 Reduced 2.6%	87,435 $4.86 Billion

Q2 2024 Jul 07, 2025	BUY	$50.18 - $54.47 $271,473 - $294,682	5,410 Added 6.41%	89,766 $4.66 Billion
Q1 2024 Jul 15, 2025	SELL	$49.45 - $54.43 $70,367 - $77,453	-1,423 Reduced 1.54%	90,761 $4.94 Billion
Q4 2023 Jul 15, 2025	SELL	$42.71 - $53.09 $184,208 - $228,977	-4,313 Reduced 4.47%	92,184 $4.82 Billion
Q3 2023 Jul 15, 2025	SELL	$45.07 - $49.71 $108,708 - $119,900	-2,412 Reduced 2.44%	96,497 $4.41 Billion
Q2 2023 Jul 15, 2025	SELL	$41.44 - $46.39 $11,188 - $12,525	-270 Reduced 0.27%	98,909 $4.59 Billion
Q1 2023 Jul 15, 2025	SELL	$42.38 - $49.75 $80,945 - $95,022	-1,910 Reduced 1.89%	99,179 $4.41 Billion
Q4 2022 Jul 15, 2025	BUY	$40.24 - $46.91 $673,335 - $784,945	16,733 Added 19.84%	101,089 $4.44 Billion

Others Institutions Holding DFAT

# of Institutions

807

Shares Held

169M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR U S TARGET

Ticker DFAT
Sector ETFs
Industry ETFs

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Porter White Investment Advisors, Inc. Dimensional ETF Tr U S Target Transaction History