Porter White Investment Advisors, Inc. DFAC Holdings History
Porter White Investment Advisors, Inc.'s Dimensional U.S. Core Equity 2 ETF Holding Summary
As of 2025-06-30, Porter White Investment Advisors, Inc. held 2.45 Mil shares of Dimensional U.S. Core Equity 2 ETF(DFAC), totaling $87.65 Mil. This investment constitutes 40.81% of their stock portfolio, and Porter White Investment Advisors, Inc. now holds 0.25% of the outstanding Dimensional U.S. Core Equity 2 ETF(DFAC) stock.
The initial trade took place in 2022Q4. And since then Porter White Investment Advisors, Inc. has made 4 purchases of DFAC, at an average price of $25.15, for a total of 2.60 Mil shares. In addition, there have been 2 sales at an average price of $33.03 for 156,142.00 shares. Based on historical transaction data and DFAC's current price of $36.66, Porter White Investment Advisors, Inc.'s estimated gain on his DFAC holdings is $29.38 Mil, reflecting a 44.91% gain to date.
Porter White Investment Advisors, Inc. DFAC ($36.66) Holding Chart
Porter White Investment Advisors, Inc. DFAC ($36.66) 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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