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Goodloe H. White

Porter White Investment Advisors, Inc.

Assets Managed
$249.719M
Holdings
40
Last Quarter
2026 - Q1
Filed Date
1mo 2d ago
Growth Rate
2.41%(2Q avg: 3.56%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Porter White Investment Advisors, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 40 positions.

Assets under management

The assets under management (AUM) of Porter White Investment Advisors, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 249.719M in assets, with a quarterly growth rate of 2.41% and a 2-quarter average growth rate of 3.56%. The portfolio is managed by Goodloe H. White, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
DFAC
Dimensional Us Core Equity 2
Recent Activity
Increased 0.79%
37.97%
$94.805M
2.44M shares@ $38.87 avg price
DFUV
Dimensional Us Marketwide Va
Recent Activity
Increased 0.45%
18.98%
$47.391M
977,943 shares@ $48.47 avg price
AVUV
Avantis Us Small Cap Value
Recent Activity
Increased 0.81%
5.03%
$12.539M
113,506 shares@ $110.48 avg price
DFAX
Dimensional World Ex Us Core
Recent Activity
Decreased -0.84%
4.12%
$10.277M
302,525 shares@ $33.98 avg price
AVDV
Avantis Intl S C Value Etf
Recent Activity
Decreased -1.1%
3.83%
$9.552M
95,658 shares@ $99.87 avg price
DFNM
Dimensional National Muni Bd
Recent Activity
Increased 0.62%
3.27%
$8.148M
169,995 shares@ $47.94 avg price
VPU
Vanguard Utilities Etf
Recent Activity
Decreased -0.58%
2.27%
$5.667M
28,601 shares@ $198.15 avg price
DFIC
Dimensional International Co
Recent Activity
Increased 0.97%
2.27%
$5.657M
159,221 shares@ $35.54 avg price
DFCF
Dimensional Core Fixed Inc
Recent Activity
Decreased -7.81%
2.26%
$5.637M
133,511 shares@ $42.23 avg price
DFAT
Dimensional Us Target Value
Recent Activity
Decreased -0.7%
2.1%
$5.235M
83,822 shares@ $62.46 avg price

1-10 of 40