Porter White Investment Advisors, Inc. DFIC Holdings History
Porter White Investment Advisors, Inc.'s Dimensional International Core Equity 2 ETF Holding Summary
As of 2025-06-30, Porter White Investment Advisors, Inc. held 164,687.00 shares of Dimensional International Core Equity 2 ETF(DFIC), totaling $5.12 Mil. This investment constitutes 2.38% of their stock portfolio, and Porter White Investment Advisors, Inc. now holds 0.05% of the outstanding Dimensional International Core Equity 2 ETF(DFIC) stock.
The initial trade took place in 2022Q4. And since then Porter White Investment Advisors, Inc. has made 5 purchases of DFIC, at an average price of $24.23, for a total of 179,404.00 shares. In addition, there have been 1 sales at an average price of $29.27 for 14,717.00 shares. Based on historical transaction data and DFIC's current price of $31.31, Porter White Investment Advisors, Inc.'s estimated gain on his DFIC holdings is $1.24 Mil, reflecting a 28.53% gain to date.
Porter White Investment Advisors, Inc. DFIC ($31.31) Holding Chart
Porter White Investment Advisors, Inc. DFIC ($31.31) 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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