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.
Prudent Man Investment Management, Inc. (CIK 2054263) reported $297.3M across 169 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DFAC ($94.3M, 31.74%), DUSB ($80.9M, 27.22%), DFAI ($40.2M, 13.53%), DFUV ($22.3M, 7.52%), DFAU ($17.1M, 5.75%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | $94.3M | 31.74% | 2.4M | Trimmed |
| 2 | DUSB | DIMENSIONAL ETF TRUST | $80.9M | 27.22% | 1.6M | Trimmed |
| 3 | DFAI | DIMENSIONAL ETF TRUST | $40.2M | 13.53% | 1.1M | Added |
| 4 | DFUV | DIMENSIONAL ETF TRUST | $22.3M | 7.52% | 479,619 | Trimmed |
| 5 | DFAU | DIMENSIONAL ETF TRUST | $17.1M | 5.75% | 365,373 | Hold |
| 6 | DFAE | DIMENSIONAL ETF TRUST | $11.3M | 3.81% | 347,647 | Added |
| 7 | DFLV | DIMENSIONAL ETF TRUST | $10.4M | 3.51% | 304,881 | Trimmed |
| 8 | AAPL | APPLE INC | $3.9M | 1.31% | 14,286 | Hold |
| 9 | DFAW | DIMENSIONAL ETF TRUST | $2.9M | 0.98% | 39,475 | Trimmed |
| 10 | DFAX | DIMENSIONAL ETF TRUST | $1.4M | 0.47% | 42,556 | Hold |
| 11 | VUSB | VANGUARD BD INDEX FDS | $1.4M | 0.47% | 27,772 | Hold |
| 12 | DFAT | DIMENSIONAL ETF TRUST | $900,841 | 0.30% | 15,130 | Hold |
| 13 | VTI | VANGUARD INDEX FDS | $699,709 | 0.24% | 2,087 | Hold |
| 14 | AVXC | AMERICAN CENTY ETF TR | $643,191 | 0.22% | 10,086 | Hold |
| 15 | DFSV | DIMENSIONAL ETF TRUST | $577,253 | 0.19% | 17,551 | Hold |
| 16 | DFUS | DIMENSIONAL ETF TRUST | $553,754 | 0.19% | 7,466 | Hold |
| 17 | MGK | VANGUARD WORLD FD | $494,499 | 0.17% | 1,198 | Hold |
| 18 | PNC | PNC FINL SVCS GROUP INC | $380,933 | 0.13% | 1,825 | Hold |
| 19 | EMXC | ISHARES INC | $343,704 | 0.12% | 4,729 | Hold |
| 20 | NVDA | NVIDIA CORPORATION | $363,681 | 0.12% | 1,950 | Trimmed |
| 21 | VXUS | VANGUARD STAR FDS | $326,882 | 0.11% | 4,333 | Hold |
| 22 | WMT | WALMART INC | $330,757 | 0.11% | 2,969 | Hold |
| 23 | VTV | VANGUARD INDEX FDS | $340,040 | 0.11% | 1,780 | Hold |
| 24 | MSFT | MICROSOFT CORP | $308,838 | 0.10% | 639 | Trimmed |
| 25 | DFAS | DIMENSIONAL ETF TRUST | $309,614 | 0.10% | 4,444 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31