Prudent Man Investment Management, Inc.
170 holdingsFiling period: 2026-03-31Current AUM: $325.4Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | 2.38M | $94.3M | $108.0M | 33.19% | -1,134 | 2026-03-31 |
| 2 | DUSB | DIMENSIONAL ETF TRUST | 1.60M | $80.9M | $80.9M | 24.88% | -185 | 2026-03-31 |
| 3 | DFAI | DIMENSIONAL ETF TRUST | 1.06M | $40.2M | $43.5M | 13.36% | +3 | 2026-03-31 |
| 4 | DFUV | DIMENSIONAL ETF TRUST | 479.6K | $22.3M | $25.6M | 7.88% | -429 | 2026-03-31 |
| 5 | DFAU | DIMENSIONAL ETF TRUST | 365.4K | $17.1M | $19.6M | 6.03% | -- | 2026-03-31 |
| 6 | DFAE | DIMENSIONAL ETF TRUST | 347.6K | $11.3M | $12.5M | 3.86% | +2 | 2026-03-31 |
| 7 | DFLV | DIMENSIONAL ETF TRUST | 304.9K | $10.4M | $11.9M | 3.65% | -248 | 2026-03-31 |
| 8 | AAPL | APPLE INC | 14.3K | $3.9M | $4.7M | 1.45% | -- | 2026-03-31 |
| 9 | DFAW | DIMENSIONAL ETF TRUST | 39.5K | $2.9M | $3.3M | 1.01% | -317 | 2026-03-31 |
| 10 | DFAX | DIMENSIONAL ETF TRUST | 42.6K | $1.4M | $1.5M | 0.46% | -- | 2026-03-31 |
| 11 | VUSB | VANGUARD BD INDEX FDS | 27.8K | $1.4M | $1.4M | 0.43% | -- | 2026-03-31 |
| 12 | DFAT | DIMENSIONAL ETF TRUST | 15.1K | $900K | $1.0M | 0.31% | -- | 2026-03-31 |
| 13 | VTI | VANGUARD INDEX FDS | 2.1K | $699K | $802K | 0.25% | -- | 2026-03-31 |
| 14 | AVXC | AMERICAN CENTY ETF TR | 10.1K | $643K | $735K | 0.23% | -- | 2026-03-31 |
| 15 | DFSV | DIMENSIONAL ETF TRUST | 17.6K | $577K | $653K | 0.20% | -- | 2026-03-31 |
| 16 | DFUS | DIMENSIONAL ETF TRUST | 7.5K | $553K | $636K | 0.20% | -- | 2026-03-31 |
| 17 | MGK | VANGUARD WORLD FD | 1.2K | $494K | $580K | 0.18% | -- | 2026-03-31 |
| 18 | PNC | PNC FINL SVCS GROUP INC | 1.8K | $380K | $456K | 0.14% | -- | 2026-03-31 |
| 19 | NVDA | NVIDIA CORPORATION | 1.9K | $363K | $418K | 0.13% | -29 | 2026-03-31 |
| 20 | EMXC | ISHARES INC | 4.7K | $343K | $402K | 0.12% | -- | 2026-03-31 |
| 21 | VTV | VANGUARD INDEX FDS | 1.8K | $340K | $381K | 0.12% | -- | 2026-03-31 |
| 22 | WMT | WALMART INC | 3.0K | $330K | $295K | 0.09% | -- | 2026-03-31 |
| 23 | VXUS | VANGUARD STAR FDS | 4.3K | $326K | $358K | 0.11% | -- | 2026-03-31 |
| 24 | DFAS | DIMENSIONAL ETF TRUST | 4.4K | $309K | $352K | 0.11% | -- | 2026-03-31 |
| 25 | MSFT | MICROSOFT CORP | 639 | $308K | $387K | 0.12% | -10 | 2026-03-31 |
← Scroll →
Page 1 of 7