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

Ownership history in Porter White Investment Advisors, Inc.  ·  6 quarters on record

AI Ownership Summary

Porter White Investment Advisors, Inc. reported DIMENSIONAL ETF TRUST (DFUV) in 6 quarterly 13F filings from 2025 Q1 through 2026 Q2. Peak portfolio weight reached 20.24% in 2025 Q2. The latest visible filing shows DFUV at 18.78% 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 DFUV 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
2026 Q2

DFUV was reported at 18.78% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
20.24% 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 2026 Q2

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.

DFUV stock page Porter White Investment Advisors, Inc. fund profile Porter White Investment Advisors, Inc. full holdings
How Porter White Investment Advisors, Inc. held DFUV — position size vs. price
% of Fund (quarterly)    DFUV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 886,806 -91,137 -9.3% 18.78% $48.8M 2026-07-16 $54.83
2026 Q1 ADDED — — — 977,943 +4,367 +0.4% 18.98% $47.4M 2026-05-13 $52.26
2025 Q4 ADDED — — — 973,576 +8,696 +0.9% 18.60% $45.4M 2026-01-29 $48.48
2025 Q3 ADDED — — — 964,880 +3,353 +0.3% 18.51% $43.1M 2025-10-22 $44.01
2025 Q2 ADDED — — — 961,527 +3,222 +0.3% 20.24% $37.8M 2025-07-17 $41.91
2025 Q1 INITIATED — — — 958,305 — — 19.52% $39.5M 2025-06-16 $40.65

🏢 Other funds also holding DFUV

As of 2026 Q2 — sorted by position size

Richard Young Associates, Ltd. 25.9% BENNINGFIELD FINANCIAL ADVISORS, LLC 20.55% Disciplined Equity Management, Inc. 3Y 20.44% DIXON FNANCIAL SERVICES, INC. 3Y 16.62% Frankly Finances, LLC 15.68% Team Hewins, LLC 3Y 14.32% Heritage Wealth Management, Inc./Texas 3Y 14.14% FISCHER INVESTMENT STRATEGIES, LLC 13.49% Trust Co of the South 13.34% Guardian Wealth Management, LLC 12.71%

FAQ About Porter White Investment Advisors, Inc. and DFUV

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 DFUV?

Porter White Investment Advisors, Inc. reported DFUV across 6 quarterly 13F filings, from 2025 Q1 through 2026 Q2.

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

The largest reported portfolio weight for DFUV was 20.24% in 2025 Q2.

What is the latest reported DFUV position on this page?

The most recent filing on this page is 2026 Q2, when Porter White Investment Advisors, Inc. reported 886,806 shares, equal to 18.78% of portfolio, with an estimated market value of $48.8M.

What does the chart on this DFUV ownership page compare?

The chart compares Porter White Investment Advisors, Inc.'s quarterly DFUV 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 DFUV position?

Based on 13F filing dates vs. subsequent DFUV price moves, Porter White Investment Advisors, Inc. correctly timed 5 out of 5 reported position changes (100%). The annualised alpha on DFUV relative to SPY over the holding period was +237.9%.

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