Prudent Man Investment Management
$293M 13F equity value
169 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Prudent Man Investment Management covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 2,373,152 | $94M | 32.1% |
| DUSB | DIMENSIONAL ETF TRUST | 1,571,347 | $80M | 27.2% |
| DFAI | DIMENSIONAL ETF TRUST | 1,040,170 | $40M | 13.5% |
| DFUV | DIMENSIONAL ETF TRUST | 471,441 | $22M | 7.5% |
| DFAU | DIMENSIONAL ETF TRUST | 340,877 | $16M | 5.4% |
| DFAE | DIMENSIONAL ETF TRUST | 341,941 | $11M | 3.8% |
| DFLV | DIMENSIONAL ETF TRUST | 301,855 | $10M | 3.5% |
| AAPL | APPLE INC | 14,286 | $4M | 1.3% |
| DFAW | DIMENSIONAL ETF TRUST | 39,079 | $3M | 1.0% |
| DFAX | DIMENSIONAL ETF TRUST | 42,556 | $1M | 0.5% |
Track Prudent Man Investment Management's 13F portfolio: $293M in reported holdings, 169 positions. Top holdings and quarterly changes on SentiSense.
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