Porter White Investment Advisors, Inc. DFGX Holdings History
Porter White Investment Advisors, Inc.'s Dimensional Global ex US Core Fixed Income ETF Holding Summary
As of 2025-06-30, Porter White Investment Advisors, Inc. held 40,358.00 shares of Dimensional Global ex US Core Fixed Income ETF(DFGX), totaling $2.15 Mil. This investment constitutes 1% of their stock portfolio, and Porter White Investment Advisors, Inc. now holds 0.23% of the outstanding Dimensional Global ex US Core Fixed Income ETF(DFGX) stock.
The initial trade took place in 2024Q1. And since then Porter White Investment Advisors, Inc. has made 2 purchases of DFGX, at an average price of $52.61, for a total of 40,358.00 shares. Based on historical transaction data and DFGX's current price of $53.30, Porter White Investment Advisors, Inc.'s estimated gain on his DFGX holdings is $27,850.70, reflecting a 1.31% gain to date.
Porter White Investment Advisors, Inc. DFGX ($53.30) Holding Chart
Porter White Investment Advisors, Inc. DFGX ($53.30) 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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