Prudent Man Investment Management, Inc. — 13F holdings

Prudent Man Investment Management, Inc. reported 169 holdings worth $293M in its 13F filing for Q2 2026, filed July 28, 2026.

Largest positions

  1. DIMENSIONAL ETF TRUST — $94.0M (32.1%)
  2. DUSB DIMENSNL ULTRASHRT FIXED — $79.6M (27.2%)
  3. DFAI DIMENSIONAL ETF TRUST — $39.6M (13.5%)
  4. DFUV DIMENSIONAL ETF TRUST — $22.0M (7.5%)
  5. DFAU DIMENSIONAL ETF TRUST — $16.0M (5.4%)
  6. DFAE DIMENSIONAL ETF TRUST — $11.1M (3.8%)
  7. DFLV DIMENSIONAL ETF TRUST — $10.3M (3.5%)
  8. AAPL APPLE INC — $3.88M (1.3%)
  9. DFAW DIMENSIONAL WORLD EQUITY — $2.89M (1.0%)
  10. DFAX DIMENSIONAL ETF TRUST — $1.39M (0.5%)