Prudent Man Investment Management, Inc. 13F Holdings · Q2 2026
Prudent Man Investment Management, Inc. reported 169 securities worth $293.12M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: DFAC (32.05%), DUSB (27.15%), DFAI (13.52%). Among its top 25 positions this quarter: 11 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | $94.0M | 32.05% | 2.4M | Trimmed |
| 2 | DUSB | DIMENSIONAL ETF TRUST | $79.6M | 27.15% | 1.6M | Trimmed |
| 3 | DFAI | DIMENSIONAL ETF TRUST | $39.6M | 13.52% | 1.0M | Trimmed |
| 4 | DFUV | DIMENSIONAL ETF TRUST | $22.0M | 7.49% | 471,441 | Trimmed |
| 5 | DFAU | DIMENSIONAL ETF TRUST | $16.0M | 5.44% | 340,877 | Trimmed |
| 6 | DFAE | DIMENSIONAL ETF TRUST | $11.1M | 3.80% | 341,941 | Trimmed |
| 7 | DFLV | DIMENSIONAL ETF TRUST | $10.3M | 3.52% | 301,855 | Trimmed |
| 8 | AAPL | APPLE INC | $3.9M | 1.33% | 14,286 | Hold |
| 9 | DFAW | DIMENSIONAL ETF TRUST | $2.9M | 0.99% | 39,079 | Trimmed |
| 10 | DFAX | DIMENSIONAL ETF TRUST | $1.4M | 0.48% | 42,556 | Hold |
| 11 | VUSB | VANGUARD BD INDEX FDS | $1.4M | 0.47% | 27,772 | Hold |
| 12 | DFAT | DIMENSIONAL ETF TRUST | $900,126 | 0.31% | 15,118 | Trimmed |
| 13 | VTI | VANGUARD INDEX FDS | $699,709 | 0.24% | 2,087 | Hold |
| 14 | AVXC | AMERICAN CENTY ETF TR | $643,191 | 0.22% | 10,086 | Hold |
| 15 | DFSV | DIMENSIONAL ETF TRUST | $576,858 | 0.20% | 17,539 | Trimmed |
| 16 | DFUS | DIMENSIONAL ETF TRUST | $553,754 | 0.19% | 7,466 | Hold |
| 17 | MGK | VANGUARD WORLD FD | $494,499 | 0.17% | 1,198 | Hold |
| 18 | PNC | PNC FINL SVCS GROUP INC | $380,933 | 0.13% | 1,825 | Hold |
| 19 | EMXC | ISHARES INC | $343,704 | 0.12% | 4,729 | Hold |
| 20 | NVDA | NVIDIA CORPORATION | $363,681 | 0.12% | 1,950 | Hold |
| 21 | VTV | VANGUARD INDEX FDS | $340,040 | 0.12% | 1,780 | Hold |
| 22 | DFAS | DIMENSIONAL ETF TRUST | $309,196 | 0.11% | 4,438 | Trimmed |
| 23 | MSFT | MICROSOFT CORP | $308,838 | 0.11% | 639 | Hold |
| 24 | VXUS | VANGUARD STAR FDS | $326,882 | 0.11% | 4,333 | Hold |
| 25 | WMT | WALMART INC | $330,757 | 0.11% | 2,969 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR