Prudent Man Investment Management, Inc.
170 holdingsFiling period: 2026-06-30Current AUM: $296.8Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | 2.37M | $94.0M | $94.8M | 31.93% | -9,597 | 2026-06-30 |
| 2 | DUSB | DIMENSIONAL ETF TRUST | 1.57M | $79.6M | $79.4M | 26.76% | -25,851 | 2026-06-30 |
| 3 | DFAI | DIMENSIONAL ETF TRUST | 1.04M | $39.6M | $40.7M | 13.70% | -15,364 | 2026-06-30 |
| 4 | DFUV | DIMENSIONAL ETF TRUST | 471.4K | $22.0M | $22.6M | 7.63% | -8,178 | 2026-06-30 |
| 5 | DFAU | DIMENSIONAL ETF TRUST | 340.9K | $16.0M | $16.1M | 5.44% | -24,496 | 2026-06-30 |
| 6 | DFAE | DIMENSIONAL ETF TRUST | 341.9K | $11.1M | $10.8M | 3.64% | -5,706 | 2026-06-30 |
| 7 | DFLV | DIMENSIONAL ETF TRUST | 301.9K | $10.3M | $10.9M | 3.66% | -3,026 | 2026-06-30 |
| 8 | AAPL | APPLE INC | 14.3K | $3.9M | $4.4M | 1.50% | -- | 2026-06-30 |
| 9 | DFAW | DIMENSIONAL ETF TRUST | 39.1K | $2.9M | $2.9M | 0.98% | -396 | 2026-06-30 |
| 10 | DFAX | DIMENSIONAL ETF TRUST | 42.6K | $1.4M | $1.4M | 0.48% | -- | 2026-06-30 |
| 11 | VUSB | VANGUARD BD INDEX FDS | 27.8K | $1.4M | $1.4M | 0.46% | -- | 2026-06-30 |
| 12 | DFAT | DIMENSIONAL ETF TRUST | 15.1K | $900K | $902K | 0.30% | -12 | 2026-06-30 |
| 13 | VTI | VANGUARD INDEX FDS | 2.1K | $699K | $704K | 0.24% | -- | 2026-06-30 |
| 14 | AVXC | AMERICAN CENTY ETF TR | 10.1K | $643K | $609K | 0.21% | -- | 2026-06-30 |
| 15 | DFSV | DIMENSIONAL ETF TRUST | 17.5K | $576K | $588K | 0.20% | -12 | 2026-06-30 |
| 16 | DFUS | DIMENSIONAL ETF TRUST | 7.5K | $553K | $557K | 0.19% | -- | 2026-06-30 |
| 17 | MGK | VANGUARD WORLD FD | 1.2K | $494K | $500K | 0.17% | -- | 2026-06-30 |
| 18 | PNC | PNC FINL SVCS GROUP INC | 1.8K | $380K | $372K | 0.13% | -- | 2026-06-30 |
| 19 | NVDA | NVIDIA CORPORATION | 1.9K | $363K | $385K | 0.13% | -- | 2026-06-30 |
| 20 | EMXC | ISHARES INC | 4.7K | $343K | $325K | 0.11% | -- | 2026-06-30 |
| 21 | VTV | VANGUARD INDEX FDS | 1.8K | $340K | $347K | 0.12% | -- | 2026-06-30 |
| 22 | WMT | WALMART INC | 3.0K | $330K | $315K | 0.11% | -- | 2026-06-30 |
| 23 | VXUS | VANGUARD STAR FDS | 4.3K | $326K | $327K | 0.11% | -- | 2026-06-30 |
| 24 | DFAS | DIMENSIONAL ETF TRUST | 4.4K | $309K | $299K | 0.10% | -6 | 2026-06-30 |
| 25 | MSFT | MICROSOFT CORP | 639 | $308K | $410K | 0.14% | -- | 2026-06-30 |
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