Porter White Investment Advisors, Inc. Dimensional ETF Tr 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 stock. As of the latest transaction made, Porter White Investment Advisors, Inc. holds 98,762 shares of DFIV stock, worth $4.73 Million. This represents 1.96% of its overall portfolio holdings.

Number of Shares

98,762

Previous 99,571 0.81%

Holding current value

$4.73 Million

Previous $4.26 Billion 6.81%

% of portfolio

1.96%

Previous 1.99%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 22, 2025	SELL	$42.66 - $46.53 $34,511 - $37,642	-809 Reduced 0.81%	98,762 $4.55 Billion
Q2 2025 Jul 17, 2025	SELL	$34.67 - $43.21 $385,183 - $480,063	-11,110 Reduced 10.04%	99,571 $4.26 Billion
Q1 2025 May 30, 2025	BUY	$35.33 - $40.77 $3.91 Million - $4.51 Million	110,681 New	110,681 $4.36 Billion
Q4 2024 Jun 16, 2025	SELL	$34.86 - $37.97 $338,699 - $368,916	-9,716 Reduced 8.78%	100,965 $3.58 Billion
Q3 2024 Jul 07, 2025	SELL	$34.66 - $38.38 $11,957 - $13,241	-345 Reduced 0.34%	100,558 $3.83 Billion

Q2 2024 Jul 07, 2025	SELL	$35.5 - $38.02 $347,119 - $371,759	-9,778 Reduced 8.83%	100,903 $3.63 Billion
Q1 2024 Jul 15, 2025	BUY	$33.15 - $36.75 $16,674 - $18,485	503 Added 0.5%	101,157 $3.72 Billion
Q4 2023 Jul 15, 2025	BUY	$30.86 - $34.46 $564,028 - $629,825	18,277 Added 22.19%	100,654 $3.46 Billion
Q3 2023 Jul 15, 2025	SELL	$32.1 - $34.42 $4,622 - $4,956	-144 Reduced 0.17%	82,377 $2.69 Billion
Q2 2023 Jul 15, 2025	SELL	$31.45 - $33.77 $41,451 - $44,508	-1,318 Reduced 1.57%	82,521 $2.71 Billion
Q1 2023 Jul 15, 2025	BUY	$30.43 - $33.38 $35,572 - $39,021	1,169 Added 1.41%	83,839 $2.7 Billion
Q4 2022 Jul 15, 2025	SELL	$25.88 - $31.1 $724,924 - $871,142	-28,011 Reduced 25.31%	82,670 $2.51 Billion

Others Institutions Holding DFIV

# of Institutions

793

Shares Held

258M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR

Ticker DFIV
Sector ETFs
Industry ETFs

More about DFIV

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