Number of Shares
107,088.00
Current Holdings Value*
$4.53 Mil
% of Portfolio
2.11%
Total Estimate Gain
$29,025.58
% of Total Estimate Gain
0.65%

Porter White Investment Advisors, Inc.'s Dimensional Core Fixed Income ETF Holding Summary

As of 2025-06-30, Porter White Investment Advisors, Inc. held 107,088.00 shares of Dimensional Core Fixed Income ETF(DFCF), totaling $4.53 Mil. This investment constitutes 2.11% of their stock portfolio, and Porter White Investment Advisors, Inc. now holds 0.06% of the outstanding Dimensional Core Fixed Income ETF(DFCF) stock.

The initial trade took place in 2022Q4. And since then Porter White Investment Advisors, Inc. has made 6 purchases of DFCF, at an average price of $41.67, for a total of 107,088.00 shares. Based on historical transaction data and DFCF's current price of $41.94, Porter White Investment Advisors, Inc.'s estimated gain on his DFCF holdings is $29,025.58, reflecting a 0.65% gain to date.

Porter White Investment Advisors, Inc. DFCF ($41.94) Holding Chart

Porter White Investment Advisors, Inc. DFCF ($41.94) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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