Number of Shares
84,450.00
Current Holdings Value*
$4.56 Mil
% of Portfolio
2.12%
Total Estimate Gain
$1.13 Mil
% of Total Estimate Gain
25.35%

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 $56.00, Porter White Investment Advisors, Inc.'s estimated gain on his DFAT holdings is $1.13 Mil, reflecting a 25.35% gain to date.

Porter White Investment Advisors, Inc. DFAT ($56.00) Holding Chart

Porter White Investment Advisors, Inc. DFAT ($56.00) 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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