§ 13F · FUND PROFILE
Prudent Man Investment Management, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $180M (13F)Positions · 179Turnover · — · Q1Filed · May 4, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 4, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | 2.38M | $94M | 31.7% | ±0% |
| 2 | DUSB | DIMENSIONAL ETF TRUST | 1.60M | $81M | 27.2% | ±0% |
| 3 | DFAI | DIMENSIONAL ETF TRUST | 1.06M | $40M | 13.5% | ±0% |
| 4 | DFUV | DIMENSIONAL ETF TRUST | 480K | $22M | 7.5% | ±0% |
| 5 | DFAU | DIMENSIONAL ETF TRUST | 365K | $17M | 5.8% | ±0% |
| 6 | DFAE | DIMENSIONAL ETF TRUST | 348K | $11M | 3.8% | ±0% |
| 7 | DFLV | DIMENSIONAL ETF TRUST | 305K | $10M | 3.5% | ±0% |
| 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 $180 million in assets. The fund runs a portfolio of 179 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed