Porter White Investment Advisors, Inc. Dimensional ETF Tr Inflation P 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 Inflation P stock. As of the latest transaction made, Porter White Investment Advisors, Inc. holds 73,510 shares of DFIP stock, worth $3.1 Million. This represents 1.33% of its overall portfolio holdings.

Number of Shares

73,510

Previous 48,010 53.11%

Holding current value

$3.1 Million

Previous $2.01 Billion 54.65%

% of portfolio

1.33%

Previous 0.93%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 22, 2025	BUY	$41.6 - $42.66 $1.06 Million - $1.09 Million	25,500 Added 53.11%	73,510 $3.1 Billion
Q2 2025 Jul 17, 2025	BUY	$41.11 - $42.42 $116,670 - $120,387	2,838 Added 6.28%	48,010 $2.01 Billion
Q1 2025 May 30, 2025	BUY	$40.27 - $42.11 $1.82 Million - $1.9 Million	45,172 New	45,172 $1.9 Billion
Q4 2024 Jun 16, 2025	SELL	$40.31 - $42.43 $605,536 - $637,383	-15,022 Reduced 33.26%	30,150 $1.22 Billion
Q3 2024 Jul 07, 2025	BUY	$40.69 - $42.46 $308,877 - $322,313	7,591 Added 42.46%	25,470 $1.08 Billion

Q2 2024 Jul 07, 2025	SELL	$40.31 - $41.37 $1.1 Million - $1.13 Million	-27,293 Reduced 60.42%	17,879 $730 Million
Q1 2024 Jul 15, 2025	SELL	$40.58 - $41.54 $1.15 Million - $1.18 Million	-28,326 Reduced 62.71%	16,846 $695 Million

Others Institutions Holding DFIP

# of Institutions

160

Shares Held

17.8M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR INFLATION P

Ticker DFIP
Sector ETFs
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Porter White Investment Advisors, Inc. Dimensional ETF Tr Inflation P Transaction History