Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Premier Financial Group (CIK 1989061) reported $587.3M across 38 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DIHP ($211.1M, 35.94%), DFAS ($85.3M, 14.52%), DFAT ($74.8M, 12.74%), DFLV ($40.9M, 6.96%), DFIV ($37.8M, 6.43%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DIHP | DIMENSIONAL INTERNATIONAL HIGH PROFITABILITY ETF | $211.1M | 35.94% | 641,693 | Added |
| 2 | DFAS | DIMENSIONAL U.S. SMALL CAP ETF | $85.3M | 14.52% | 1.2M | Trimmed |
| 3 | DFAT | DIMENSIONAL U.S. TARGETED VALUE ETF | $74.8M | 12.74% | 1.2M | Trimmed |
| 4 | DFLV | DIMENSIONAL US LARGE CAPVALUE ETF | $40.9M | 6.96% | 1.1M | Added |
| 5 | DFIV | DIMENSIONAL INTERNATIONAL VALUE ETF | $37.8M | 6.43% | 705,161 | Trimmed |
| 6 | DISV | DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF | $29.6M | 5.04% | 737,427 | Added |
| 7 | DFUV | DIMENSIONAL US MARKETWIDE VALUE ETF | $28.0M | 4.77% | 574,917 | Trimmed |
| 8 | DFUS | DIMENSIONAL U.S. EQUITY MARKET ETF | $27.2M | 4.63% | 378,298 | Added |
| 9 | DFEM | DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF | $21.4M | 3.64% | 608,840 | Added |
| 10 | DUHP | DIMENSIONAL EMERGING MARKETS SUSTAINABILITY CORE 1 ETF | $20.3M | 3.46% | 544,507 | Added |
| 11 | DFSU | DIMENSIONAL US SUSTAINABILITY CORE 1 ETF | $2.8M | 0.48% | 67,122 | Added |
| 12 | GLD | SPDR GOLD SHARES | $2.2M | 0.38% | 5,080 | Trimmed |
| 13 | DFSI | DIMENSIONAL INTERNATIONAL SUSTAINABILITY CORE 1 ET | $1.4M | 0.25% | 33,427 | Added |
| 14 | SLV | ISHARES SILVER TRUST | $957,136 | 0.16% | 13,924 | Trimmed |
| 15 | IVV | ISHARES CORE S&P 500 ETF | $630,257 | 0.11% | 953 | Trimmed |
| 16 | VOTE | TCW TRANSFORM 500 ETF | $624,047 | 0.11% | 8,068 | Added |
| 17 | SPY | STATE STREET SPDR S&P 500 ETF TRUST | $491,129 | 0.08% | 746 | Added |
| 18 | IWM | ISHARES RUSSELL 2000 ETF | $165,129 | 0.03% | 655 | Trimmed |
| 19 | IWR | ISHARES RUSSELL MID-CAP ETF | $203,688 | 0.03% | 2,070 | Trimmed |
| 20 | SGDM | SPROTT GOLD MINERS ETF | $160,720 | 0.03% | 2,000 | Hold |
| 21 | DEXC | DIMENSIONAL EMERGING MARKETS EX CHINA CORE EQUITY ETF | $154,805 | 0.03% | 2,345 | Trimmed |
| 22 | MONARCH PROCAP ETF | $125,643 | 0.02% | 3,995 | New | |
| 23 | IJR | ISHARES CORE S&P SMALL-CAP ETF | $105,861 | 0.02% | 840 | Hold |
| 24 | VTI | VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES | $97,174 | 0.02% | 299 | Hold |
| 25 | STATE STREET SPDR S&P CHINA ETF | $115,959 | 0.02% | 1,243 | New |
Source: SEC Form 13F filings · as of 2026-03-31