Porter White Investment Advisors, Inc.
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 29, 2026), Porter White Investment Advisors, Inc. reported 36 stock positions worth $243.9 million. Its top holding was Dimensional US Core Equity 2 (DFAC) at 39.3% of the portfolio, followed by Dimensional US Marketwide Va (DFUV, 18.6%) and Avantis US Small Cap Value (AVUV, 4.7%). Compared with Q3 2025, it opened 1 new position, added to 18 and reduced 10. The biggest buy was a new position in Lifex 2065 Inf-PRT Long-Inc. (LIBD) and the biggest sale Dimensional US Core Equity 2 (DFAC, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- Birmingham, AL
- CIK
- 0001612457
- Portfolio Value
- $243.9M (Q4 2025)
- SEC Filing
- 0001172661-26-000377 ↗ filed Jan 29, 2026
Holdings Value
Holdings 36 stocks · $243.9M
| DFAC Dimensional US Core Equity 2 | 39.30% | 2,420,584 | $95.8M | Reduce -0.7% |
| DFUV Dimensional US Marketwide Va | 18.60% | 973,576 | $45.4M | Add +0.9% |
| AVUV Avantis US Small Cap Value | 4.71% | 112,598 | $11.5M | Add +3.1% |
| DFAX Dimensional World Ex US Core | 4.10% | 305,111 | $10.0M | Add +0.1% |
| AVDV Avantis Intl S/C Value ETF | 3.73% | 96,728 | $9.1M | Reduce -2.6% |
| DFNM Dimensional National Muni BD | 3.34% | 168,955 | $8.1M | Add +5.5% |
| DFCF Dimensional Core Fixed Inc. | 2.53% | 144,834 | $6.2M | Add +13.2% |
| DFIC Dimensional International Co. | 2.23% | 157,705 | $5.4M | Reduce -3.7% |
| VPU Vanguard Utilities ETF | 2.18% | 28,769 | $5.3M | Add +0.5% |
| DFAT Dimensional US Target Value | 2.06% | 84,418 | $5.0M | Reduce -0.0% |
| DFIV Dimensional International Va | 1.96% | 95,746 | $4.8M | Reduce -3.0% |
| DFEM Dimensional Emrg MRKT Core | 1.61% | 118,379 | $3.9M | Reduce -3.8% |
| DFGX Dimsnl Intr CF in ETF-Usd Inc. | 1.59% | 73,666 | $3.9M | Add +18.5% |
| DFSD Dimensional Short Duration | 1.54% | 78,322 | $3.8M | Add +15.0% |
| DFIP Dimensional Inflation-Protec | 1.52% | 89,362 | $3.7M | Add +21.6% |
| DFGR Dim Global Real Estate ETF | 1.12% | 102,927 | $2.7M | Add +4.6% |
| DFLV Dim US Large Cap Value ETF | 0.93% | 66,186 | $2.3M | Reduce -0.1% |
| DFAE Dimensional Emerging Core Eq | 0.79% | 59,247 | $1.9M | Add +1.1% |
| DFSV Dimensional US Small Cap Val | 0.55% | 40,639 | $1.3M | Add +1.3% |
| AVUS Avantis U.S. Equity ETF | 0.54% | 11,888 | $1.3M | No change |
| DUSB Dimension Ultrashort Fi ETF | 0.51% | 24,726 | $1.3M | Add +118.3% |
| LIBD Lifex 2065 Inf-PRT Long-Inc. | 0.50% | 4,362 | $1.2M | New |
| DGCB Dimensional Global Credit | 0.50% | 22,593 | $1.2M | Add +18.9% |
| DFEV Dimensional Emrg MRKT Val | 0.44% | 31,592 | $1.1M | Reduce -1.5% |
| LIAM Lifex 2055 Inf-PRT Long-Inc. | 0.42% | 4,305 | $1.0M | No change |
| DFAR Dimensional US Real Est ETF | 0.42% | 45,014 | $1.0M | Add +4.6% |
| DISV Dimensional International SM | 0.42% | 26,747 | $1.0M | Reduce -1.6% |
| VOO Vanguard S&P 500 ETF | 0.36% | 1,407 | $883K | Add +0.6% |
| DFAI Dimensional International Co. | 0.34% | 21,692 | $827K | Add +0.3% |
| DFAS Dimensional US Small Cap ETF | 0.32% | 11,054 | $770K | No change |
| DFAU Dimensional US Core Equity M | 0.20% | 10,524 | $493K | Add +0.1% |
| AVLV Avantis US Large Cap Value | 0.17% | 5,469 | $414K | No change |
| DFUS Dimensional US Eq MKT ETF | 0.15% | 4,861 | $361K | No change |
| AVIV Avantis Intl LRG Cap Val ETF | 0.14% | 4,631 | $330K | No change |
| AVEM Avantis Emerging Markets Eq | 0.10% | 3,186 | $245K | No change |
| DFAW Dimensional World Eqty ETF | 0.09% | 3,015 | $223K | Reduce -9.7% |
Portfolio Sells Q3 2025 → Q4 2025
| DFAC Dimensional US Core Equity 2 | Reduce -0.7% | 39.30% | −1.06 |
| DFEM Dimensional Emrg MRKT Core | Reduce -3.8% | 1.61% | −0.09 |
| DFIC Dimensional International Co. | Reduce -3.7% | 2.23% | −0.08 |
| AVDV Avantis Intl S/C Value ETF | Reduce -2.6% | 3.73% | −0.07 |
| DFAT Dimensional US Target Value | Reduce -0.0% | 2.06% | −0.05 |
| DFAW Dimensional World Eqty ETF | Reduce -9.7% | 0.09% | −0.01 |
| DFLV Dim US Large Cap Value ETF | Reduce -0.1% | 0.93% | −0.01 |
| DFEV Dimensional Emrg MRKT Val | Reduce -1.5% | 0.44% | −0.00 |
| DISV Dimensional International SM | Reduce -1.6% | 0.42% | +0.00 |
| DFIV Dimensional International Va | Reduce -3.0% | 1.96% | +0.00 |
Portfolio Buys Q3 2025 → Q4 2025
| LIBD Lifex 2065 Inf-PRT Long-Inc. | New | 0.50% | +0.50 |
| DUSB Dimension Ultrashort Fi ETF | Add +118.3% | 0.51% | +0.27 |
| DFIP Dimensional Inflation-Protec | Add +21.6% | 1.52% | +0.19 |
| DFCF Dimensional Core Fixed Inc. | Add +13.2% | 2.53% | +0.18 |
| DFGX Dimsnl Intr CF in ETF-Usd Inc. | Add +18.5% | 1.59% | +0.15 |
| DFSD Dimensional Short Duration | Add +15.0% | 1.54% | +0.13 |
| DFUV Dimensional US Marketwide Va | Add +0.9% | 18.60% | +0.09 |
| DGCB Dimensional Global Credit | Add +18.9% | 0.50% | +0.05 |
| AVUV Avantis US Small Cap Value | Add +3.1% | 4.71% | +0.04 |
| DFNM Dimensional National Muni BD | Add +5.5% | 3.34% | +0.04 |
| DFAI Dimensional International Co. | Add +0.3% | 0.34% | +0.00 |
| DFSV Dimensional US Small Cap Val | Add +1.3% | 0.55% | −0.00 |
| DFAE Dimensional Emerging Core Eq | Add +1.1% | 0.79% | −0.00 |
| DFAU Dimensional US Core Equity M | Add +0.1% | 0.20% | −0.00 |
| VOO Vanguard S&P 500 ETF | Add +0.6% | 0.36% | −0.01 |
| DFAX Dimensional World Ex US Core | Add +0.1% | 4.10% | −0.01 |
| DFAR Dimensional US Real Est ETF | Add +4.6% | 0.42% | −0.02 |
| DFGR Dim Global Real Estate ETF | Add +4.6% | 1.12% | −0.04 |
| VPU Vanguard Utilities ETF | Add +0.5% | 2.18% | −0.15 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 40 | $259.7M | DFAC, DFUV, AVUV, DFAX, AVDV |
| Q1 2026 | 40 | $249.7M | DFAC, DFUV, AVUV, DFAX, AVDV |
| Q4 2025 | 36 | $243.9M | DFAC, DFUV, AVUV, DFAX, AVDV |
| Q3 2025 | 35 | $232.9M | DFAC, DFUV, AVUV, DFAX, AVDV |
| Q2 2025 | 37 | $214.8M | DFAC, DFUV, AVUV, DFAX, AVDV |
| Q1 2025 | 34 | $202.1M | DFAC, DFUV, AVUV, DFAX, AVDV |
| Q4 2024 | 32 | $197.2M | DFAC, DFUV, AVUV, DFAX, AVDV |
| Q3 2024 | 33 | $199.6M | DFAC, DFUV, AVUV, DFAX, AVDV |
| Q2 2024 | 32 | $186.6M | DFAC, DFUV, AVUV, DFAX, AVDV |
| Q1 2024 | 31 | $188.1M | DFAC, DFUV, AVUV, DFAX, AVDV |