Prudent Man Investment Management, Inc.
CIK 2054263 · Holdings on Jun 30, 2026 · First reported Jul 28, 2026
Top ten holdings
Q2 2026- DFAC32.05%
- DUSB27.15%
- DFAI13.52%
- DFUV7.49%
- DFAU5.44%
- DFAE3.80%
- DFLV3.52%
- AAPL1.33%
- DFAW0.99%
- DFAX0.48%
Share classes counted separately95.77%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- DFAUWeight decreased · -0.31 pp5.75% → 5.44%Shares -24.50K (-6.70%)
- DFACWeight increased · +0.31 pp31.74% → 32.05%Shares -9.60K (-0.40%)
- DUSBWeight decreased · -0.07 pp27.22% → 27.15%Shares -25.85K (-1.62%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | DFACDIMENSIONAL US CORE EQUITY 2US CORE EQUITY 2 View history and evidence | $93.95M | 32.05% | 2.37M shares | 31.74% → 32.05%+0.31 pp -9.60K (-0.40%) | Reduced | ▾ |
| 02 | DUSBDIMENSION ULTRASHORT FI ETFULTRASHORT FIXED View history and evidence | $79.59M | 27.15% | 1.57M shares | 27.22% → 27.15%-0.07 pp -25.85K (-1.62%) | Reduced | ▾ |
| 03 | DFAIDIMENSIONAL INTERNATIONAL COINTL CORE EQT MK View history and evidence | $39.64M | 13.52% | 1.04M shares | 13.53% → 13.52%-0.01 pp -15.36K (-1.46%) | Reduced | ▾ |
| 04 | DFUVDIMENSIONAL US MARKETWIDE VAUS MKTWIDE VALUE View history and evidence | $21.96M | 7.49% | 471.44K shares | 7.52% → 7.49%-0.03 pp -8.18K (-1.71%) | Reduced | ▾ |
| 05 | DFAUDIMENSIONAL US CORE EQUITY MUS CORE EQT MKT View history and evidence | $15.95M | 5.44% | 340.88K shares | 5.75% → 5.44%-0.31 pp -24.50K (-6.70%) | Reduced | ▾ |
| 06 | DFAEDIMENSIONAL EMERGING CORE EQEMGR CRE EQT MNG View history and evidence | $11.14M | 3.80% | 341.94K shares | 3.81% → 3.80%-0.01 pp -5.71K (-1.64%) | Reduced | ▾ |
| 07 | DFLVDIM US LARGE CAP VALUE ETFUS LARGE CAP VAL View history and evidence | $10.33M | 3.52% | 301.86K shares | 3.51% → 3.52%+0.01 pp -3.03K (-0.99%) | Reduced | ▾ |
| 08 | AAPLAPPLE INC View history and evidence | $3.88M | 1.33% | 14.29K shares | 1.31% → 1.33%+0.02 pp 0 (0.00%) | Unchanged | ▾ |
| 09 | DFAWDIMENSIONAL WORLD EQTY ETFWORLD EQUITY ETF View history and evidence | $2.89M | 0.99% | 39.08K shares | 0.98% → 0.99%+0.01 pp -396 (-1.00%) | Reduced | ▾ |
| 10 | DFAXDIMENSIONAL WORLD EX US COREWORLD EX US CORE View history and evidence | $1.39M | 0.48% | 42.56K shares | 0.47% → 0.48%+0.01 pp 0 (0.00%) | Unchanged | ▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2054263 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-07-28
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 293116151
}Research all 169 reported holdings.
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