§ 13F · FUND PROFILE
Prudent Man Investment Management, Inc..
AUM · $293M (13F)Positions · 169Turnover · n/a · Q2Filed · Jul 28, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 28, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | 2.37M | $94M | 32.1% | ±0% |
| 2 | DUSB | DIMENSIONAL ETF TRUST | 1.57M | $80M | 27.2% | −2% |
| 3 | DFAI | DIMENSIONAL ETF TRUST | 1.04M | $40M | 13.5% | −1% |
| 4 | DFUV | DIMENSIONAL ETF TRUST | 471K | $22M | 7.5% | −2% |
| 5 | DFAU | DIMENSIONAL ETF TRUST | 341K | $16M | 5.4% | −7% |
| 6 | DFAE | DIMENSIONAL ETF TRUST | 342K | $11M | 3.8% | −2% |
| 7 | DFLV | DIMENSIONAL ETF TRUST | 302K | $10M | 3.5% | −1% |
| 8 | AAPL | APPLE INC | 14K | $4M | 1.3% | ±0% |
| 9 | DFAW | DIMENSIONAL ETF TRUST | 39K | $3M | 1.0% | −1% |
| 10 | DFAX | DIMENSIONAL ETF TRUST | 43K | $1M | 0.5% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE PRUDENT SIGNAL
AC read
Prudent Man Investment Management, Inc. is a Other fund managing $293 million in assets. The fund runs a portfolio of 169 positions.
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