Porter White Investment Advisors, Inc. DFAT Holdings History
Porter White Investment Advisors, Inc.'s Dimensional U.S. Targeted Value ETF Holding Summary
As of 2025-06-30, Porter White Investment Advisors, Inc. held 84,450.00 shares of Dimensional U.S. Targeted Value ETF(DFAT), totaling $4.56 Mil. This investment constitutes 2.12% of their stock portfolio, and Porter White Investment Advisors, Inc. now holds 0.04% of the outstanding Dimensional U.S. Targeted Value ETF(DFAT) stock.
The initial trade took place in 2022Q4. And since then Porter White Investment Advisors, Inc. has made 1 purchases of DFAT, at an average price of $43.93, for a total of 101,183.00 shares. In addition, there have been 5 sales at an average price of $50.33 for 16,733.00 shares. Based on historical transaction data and DFAT's current price of $55.90, Porter White Investment Advisors, Inc.'s estimated gain on his DFAT holdings is $1.12 Mil, reflecting a 25.16% gain to date.
Porter White Investment Advisors, Inc. DFAT ($55.90) Holding Chart
Porter White Investment Advisors, Inc. DFAT ($55.90) 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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