StockDriftsStockDriftsTop 40 Porter White Investment Advisors, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 37.96% | 2.44M | $94.8M | +0.79%(+19.06K) | $24.43(+78.02%) | 2026-03-31 | |
| DFUV | DIMENSIONAL ETF TRUST | 18.98% | 977.9K | $47.4M | +0.45%(+4.37K) | $32.21(+63.95%) | 2026-03-31 | |
| AVUV | AMERICAN CENTY ETF TR | 5.02% | 113.5K | $12.5M | +0.81%(+908) | $84.79(+40.08%) | 2026-03-31 | |
| DFAX | DIMENSIONAL ETF TRUST | 4.12% | 302.5K | $10.3M | -0.85%(-2.59K) | $20.61(+81.71%) | 2026-03-31 | |
| AVDV | AMERICAN CENTY ETF TR | 3.83% | 95.7K | $9.6M | -1.11%(-1.07K) | $60.66(+81.54%) | 2026-03-31 | |
| DFNM | DIMENSIONAL ETF TRUST | 3.26% | 170.0K | $8.1M | +0.62%(+1.04K) | $47.39(+1.68%) | 2026-03-31 | |
| VPU | VANGUARD WORLD FD | 2.27% | 28.6K | $5.7M | -0.58%(-168) | $143.24(+35.82%) | 2026-03-31 | |
| DFIC | DIMENSIONAL ETF TRUST | 2.27% | 159.2K | $5.7M | +0.96%(+1.52K) | $24.47(+55.34%) | 2026-03-31 | |
| DFCF | DIMENSIONAL ETF TRUST | 2.26% | 133.5K | $5.6M | -7.82%(-11.32K) | $41.91(+0.69%) | 2026-03-31 | |
| DFAT | DIMENSIONAL ETF TRUST | 2.1% | 83.8K | $5.2M | -0.71%(-596) | $41.47(+59.74%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +14.07% | +48.41% |
| Top 20 Holdings Unweighted | +11.46% | +38.46% |
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