Porter White Investment Advisors, Inc. DFAW — DIMENSIONAL ETF TRUST

Ownership history in Porter White Investment Advisors, Inc.  ·  4 quarters on record

AI Ownership Summary

Porter White Investment Advisors, Inc. reported DIMENSIONAL ETF TRUST (DFAW) in 4 quarterly 13F filings from 2025 Q1 through 2025 Q4. Peak portfolio weight reached 0.12% in 2025 Q2. The latest visible filing shows DFAW at 0.09% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this DFAW ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Porter White Investment Advisors, Inc.'s position in DIMENSIONAL ETF TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

DFAW was reported at 0.09% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.12% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

DFAW stock page Porter White Investment Advisors, Inc. fund profile Porter White Investment Advisors, Inc. full holdings
How Porter White Investment Advisors, Inc. held DFAW — position size vs. price
% of Fund (quarterly)    DFAW price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 9.6% -0.1% ❌ 3,015 -322 -9.6% 0.09% $223K 2026-01-29 $76.55
2025 Q3 REDUCED 7.9% +4.5% ❌ 3,337 -287 -7.9% 0.10% $240K 2025-10-22 $70.66
2025 Q2 ADDED — — — 3,624 +307 +9.3% 0.12% $216K 2025-07-17 $66.69
2025 Q1 INITIATED — — — 3,317 — — 0.10% $203K 2025-06-16 $64.06

🏢 Other funds also holding DFAW

As of 2026 Q3 — sorted by position size

Pacific Wealth Management 3Y 0.15% ELEVATION WEALTH PARTNERS, LLC 3Y 0.01%

FAQ About Porter White Investment Advisors, Inc. and DFAW

These are the practical questions this page is built to answer before you even open the full history table.

How long has Porter White Investment Advisors, Inc. reported owning DFAW?

Porter White Investment Advisors, Inc. reported DFAW across 4 quarterly 13F filings, from 2025 Q1 through 2025 Q4.

What was the largest reported DFAW position in Porter White Investment Advisors, Inc.'s portfolio?

The largest reported portfolio weight for DFAW was 0.12% in 2025 Q2.

What is the latest reported DFAW position on this page?

The most recent filing on this page is 2025 Q4, when Porter White Investment Advisors, Inc. reported 3,015 shares, equal to 0.09% of portfolio, with an estimated market value of $223K.

What does the chart on this DFAW ownership page compare?

The chart compares Porter White Investment Advisors, Inc.'s quarterly DFAW portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Porter White Investment Advisors, Inc. time their DFAW position?

Based on 13F filing dates vs. subsequent DFAW price moves, Porter White Investment Advisors, Inc. correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on DFAW relative to SPY over the holding period was +4.7%.

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