Porter White Investment Advisors’s Dimensional US Small Cap ETF DFAS Stock Holding History

Porter White Investment Advisors’s Portfolio DFAS Stock Details DFAS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$910K	Buy	11,055 +1	+0%	+$77	0.35%	30
2026 Q1	$786K	Hold	11,054	–	–	0.31%	30
2025 Q4	$770K	Hold	11,054	–	–	0.32%	30
2025 Q3	$757K	Sell	11,054 -41	-0.4%	-$2.74K	0.32%	28
2025 Q2	$707K	Buy	11,095 +1	+0%	+$60	0.33%	27
2025 Q1	$663K	Sell	11,094 -16	-0.1%	-$1.03K	0.33%	27
2024 Q4	$723K	Hold	11,110	–	–	0.37%	26
2024 Q3	$721K	Sell	11,110 -2,859	-20%	-$179K	0.36%	25
2024 Q2	$839K	Hold	13,969	–	–	0.45%	22
2024 Q1	$871K	Buy	13,969 +1	+0%	+$59	0.46%	22
2023 Q4	$833K	Hold	13,968	–	–	0.52%	20
2023 Q3	$733K	Hold	13,968	–	–	0.56%	16
2023 Q2	$765K	Buy	13,968 +89	+0.6%	+$4.64K	0.61%	16
2023 Q1	$731K	Hold	13,879	–	–	0.63%	12
2022 Q4	$710K	Buy	+13,879	New	+$714K	0.63%	11

Other funds holding DFAS

TWA

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

RFP

Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.83B AUM 27.45% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

GWWM

Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

WTB

Washington Trust Bank Spokane, Washington $1.43B AUM 25.27% 1-Year Est. Return

Porter White Investment Advisors's DFAS Position: Q2 2026 in Review

Porter White Investment Advisors increased its Dimensional US Small Cap ETF (DFAS) stake by 0.01% in Q2 2026, buying an estimated $77 and bringing the position to 11,055 shares worth $910K. The position accounts for 0.35% of the portfolio, ranked #30.

Porter White Investment Advisors first reported a position in DFAS in Q4 2022 and has held it in 15 quarters since. 605 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

Porter White Investment Advisors held 11,055 shares of Dimensional US Small Cap ETF worth $910K as of Q2 2026.
Porter White Investment Advisors bought 1 Dimensional US Small Cap ETF share in Q2 2026, an estimated $77.
Dimensional US Small Cap ETF made up 0.35% of Porter White Investment Advisors's portfolio in Q2 2026, its #30 holding.
Porter White Investment Advisors first reported a position in Dimensional US Small Cap ETF in Q4 2022 and has held it in 15 quarters since.
605 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on Porter White Investment Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.