Prudent Man Investment Management, Inc.
160 holdingsFiling period: 2026-06-30Current AUM: $297.5Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional ETF Trust | 2.37M | $94.0M | $96.0M | 32.28% | -9,597 | 2026-06-30 |
| 2 | DUSB | Dimensional ETF Trust | 1.57M | $79.6M | $79.3M | 26.65% | -25,851 | 2026-06-30 |
| 3 | DFAI | Dimensional ETF Trust | 1.04M | $39.6M | $40.0M | 13.46% | -15,364 | 2026-06-30 |
| 4 | DFUV | Dimensional ETF Trust | 471.4K | $22.0M | $22.7M | 7.62% | -8,178 | 2026-06-30 |
| 5 | DFAU | Dimensional ETF Trust | 340.9K | $16.0M | $16.4M | 5.52% | -24,496 | 2026-06-30 |
| 6 | DFAE | Dimensional ETF Trust | 341.9K | $11.1M | $10.4M | 3.48% | -5,706 | 2026-06-30 |
| 7 | DFLV | Dimensional ETF Trust | 301.9K | $10.3M | $10.9M | 3.67% | -3,026 | 2026-06-30 |
| 8 | AAPL | Apple Inc | 14.3K | $3.9M | $4.6M | 1.55% | -- | 2026-06-30 |
| 9 | DFAW | Dimensional ETF Trust | 39.1K | $2.9M | $2.9M | 0.99% | -396 | 2026-06-30 |
| 10 | DFAX | Dimensional ETF Trust | 42.6K | $1.4M | $1.4M | 0.46% | -- | 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 | $894K | 0.30% | -12 | 2026-06-30 |
| 13 | VTI | Vanguard Index Fds | 2.1K | $699K | $716K | 0.24% | -- | 2026-06-30 |
| 14 | AVXC | American Centy ETF TR | 10.1K | $643K | $588K | 0.20% | -- | 2026-06-30 |
| 15 | DFSV | Dimensional ETF Trust | 17.5K | $576K | $580K | 0.19% | -12 | 2026-06-30 |
| 16 | DFUS | Dimensional ETF Trust | 7.5K | $553K | $568K | 0.19% | -- | 2026-06-30 |
| 17 | MGK | Vanguard World FD | 1.2K | $494K | $511K | 0.17% | -- | 2026-06-30 |
| 18 | PNC | PNC Finl Svcs Group Inc | 1.8K | $380K | $352K | 0.12% | -- | 2026-06-30 |
| 19 | NVDA | NVIDIA Corporation | 1.9K | $363K | $391K | 0.13% | -- | 2026-06-30 |
| 20 | EMXC | iShares Inc | 4.7K | $343K | $317K | 0.11% | -- | 2026-06-30 |
| 21 | VTV | Vanguard Index Fds | 1.8K | $340K | $354K | 0.12% | -- | 2026-06-30 |
| 22 | WMT | Walmart Inc | 3.0K | $330K | $346K | 0.12% | -- | 2026-06-30 |
| 23 | VXUS | Vanguard Star Fds | 4.3K | $326K | $319K | 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 | $438K | 0.15% | -- | 2026-06-30 |
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