Porter White Investment Advisors, Inc. Dimensional ETF Tr Dimensional 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 Dimensional stock. As of the latest transaction made, Porter White Investment Advisors, Inc. holds 163,723 shares of DFIC stock, worth $5.47 Million. This represents 2.3% of its overall portfolio holdings.

Number of Shares

163,723

Previous 164,687 0.59%

Holding current value

$5.47 Million

Previous $5.12 Billion 4.85%

% of portfolio

2.3%

Previous 2.38%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 22, 2025	SELL	$30.76 - $33.01 $29,652 - $31,821	-964 Reduced 0.59%	163,723 $5.37 Billion
Q2 2025 Jul 17, 2025	SELL	$24.94 - $31.15 $367,041 - $458,434	-14,717 Reduced 8.2%	164,687 $5.12 Billion
Q1 2025 May 30, 2025	BUY	$25.54 - $28.79 $4.58 Million - $5.17 Million	179,404 New	179,404 $4.98 Billion
Q4 2024 Jun 16, 2025	SELL	$25.61 - $28.0 $266,856 - $291,760	-10,420 Reduced 5.81%	168,984 $4.37 Billion
Q3 2024 Jul 07, 2025	BUY	$25.36 - $28.37 $95,936 - $107,323	3,783 Added 2.37%	163,375 $4.6 Billion

Q2 2024 Jul 07, 2025	SELL	$25.73 - $27.44 $509,762 - $543,641	-19,812 Reduced 11.04%	159,592 $4.2 Billion
Q1 2024 Jul 15, 2025	BUY	$24.62 - $26.83 $1 Million - $1.09 Million	40,788 Added 35.65%	155,196 $4.15 Billion
Q4 2023 Jul 15, 2025	BUY	$22.18 - $25.58 $1.31 Million - $1.52 Million	59,234 Added 107.36%	114,408 $2.92 Billion
Q3 2023 Jul 15, 2025	BUY	$23.25 - $25.17 $310,434 - $336,069	13,352 Added 31.93%	55,174 $1.29 Billion
Q2 2023 Jul 15, 2025	BUY	$23.45 - $24.88 $115,772 - $122,832	4,937 Added 13.38%	41,822 $1.02 Billion
Q1 2023 Jul 15, 2025	BUY	$22.5 - $24.64 $45,877 - $50,240	2,039 Added 5.85%	36,885 $888 Million
Q4 2022 Jul 15, 2025	SELL	$19.06 - $23.03 $2.76 Million - $3.33 Million	-144,558 Reduced 80.58%	34,846 $779 Million

Others Institutions Holding DFIC

# of Institutions

540

Shares Held

289M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFIC
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Porter White Investment Advisors, Inc. Dimensional ETF Tr Dimensional Transaction History