Porter White Investment Advisors, Inc. DFIV Holdings History
Porter White Investment Advisors, Inc.'s Dimensional International Value ETF Holding Summary
As of 2025-06-30, Porter White Investment Advisors, Inc. held 99,571.00 shares of Dimensional International Value ETF(DFIV), totaling $4.26 Mil. This investment constitutes 1.99% of their stock portfolio, and Porter White Investment Advisors, Inc. now holds 0.03% of the outstanding Dimensional International Value ETF(DFIV) stock.
The initial trade took place in 2022Q4. And since then Porter White Investment Advisors, Inc. has made 3 purchases of DFIV, at an average price of $30.48, for a total of 112,742.00 shares. In addition, there have been 3 sales at an average price of $39.67 for 13,171.00 shares. Based on historical transaction data and DFIV's current price of $43.37, Porter White Investment Advisors, Inc.'s estimated gain on his DFIV holdings is $1.40 Mil, reflecting a 40.87% gain to date.
Porter White Investment Advisors, Inc. DFIV ($43.37) Holding Chart
Porter White Investment Advisors, Inc. DFIV ($43.37) 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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