SEC Form 13F

Prudent Man Investment Management, Inc. 13F Holdings

Inspect Prudent Man Investment Management, Inc.'s 2026-06-30 SEC 13F positions, public filing date, amendments and original receipt.

As of 2026-07-29T03:59:59.999Z

Report period
2026-06-30
Publicly available
2026-07-29
Reported value
$293,116,151
Positions
169

Read this manager's filing book

Step 1 of 3

Disclosed positions

Prudent Man Investment Management, Inc.: source evidence dated 2026-07-29T03:59:59.999Z.

Issuer
DIMENSIONAL ETF TRUST
Ticker
DFAC
Class
US CORE EQUITY 2
Reported value
$93,953,099
Reported amount
2,373,152
Unit
SH
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

What was reported for this quarter?

13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.

SEC 13F-HR: 0002054263-26-000003
What you should see

Open the effective filing receipt and inspect shares, value and any put/call classification separately.

Step 3 of 3

Browse institutional filings

Open the effective filing receipt and inspect shares, value and any put/call classification separately.

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What you should see

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Disclosed positions

See the complete disclosed positions

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DIMENSIONAL ETF TRUSTDFACUS CORE EQUITY 2$93,953,0992,373,152SHNone
DIMENSIONAL ETF TRUSTDUSBULTRASHORT FIXED$79,588,7061,571,347SHNone
DIMENSIONAL ETF TRUSTDFAIINTL CORE EQT MK$39,640,8791,040,170SHNone
DIMENSIONAL ETF TRUSTDFUVUS MKTWIDE VALUE$21,964,437471,441SHNone
DIMENSIONAL ETF TRUSTDFAUUS CORE EQT MKT$15,953,044340,877SHNone
DIMENSIONAL ETF TRUSTDFAEEMGR CRE EQT MNG$11,137,019341,941SHNone
DIMENSIONAL ETF TRUSTDFLVUS LARGE CAP VAL$10,326,460301,855SHNone
APPLE INCAAPLCOM$3,883,79214,286SHNone
DIMENSIONAL ETF TRUSTDFAWWORLD EQUITY ETF$2,891,06539,079SHNone
DIMENSIONAL ETF TRUSTDFAXWORLD EX US CORE$1,392,85842,556SHNone
VANGUARD BD INDEX FDSVUSBVANGUARD ULTRA$1,384,15727,772SHNone
DIMENSIONAL ETF TRUSTDFATUS TARGETED VLU$900,12615,118SHNone
VANGUARD INDEX FDSVTITOTAL STK MKT$699,7092,087SHNone
AMERICAN CENTY ETF TRAVXCAVANTIS EMERGING$643,19110,086SHNone
DIMENSIONAL ETF TRUSTDFSVUS SMALL CAP VAL$576,85817,539SHNone
DIMENSIONAL ETF TRUSTDFUSUS EQUITY MARKET$553,7547,466SHNone
VANGUARD WORLD FDMGKMEGA GRWTH IND$494,4991,198SHNone
PNC FINL SVCS GROUP INCPNCCOM$380,9331,825SHNone
NVIDIA CORPORATIONNVDACOM$363,6811,950SHNone
ISHARES INCEMXCMSCI EMRG CHN$343,7044,729SHNone
VANGUARD INDEX FDSVTVVALUE ETF$340,0401,780SHNone
WALMART INCWMTCOM$330,7572,969SHNone
VANGUARD STAR FDSVXUSVG TL INTL STK F$326,8824,333SHNone
DIMENSIONAL ETF TRUSTDFASUS SMALL CAP ETF$309,1964,438SHNone
MICROSOFT CORPMSFTCOM$308,838639SHNone
LOCKHEED MARTIN CORPLMTCOM$246,672510SHNone
VANGUARD INDEX FDSVOOS&P 500 ETF SHS$242,073386SHNone
EXXON MOBIL CORPXOMCOM$194,7341,618SHNone
AMERICAN EXPRESS COAXPCOM$166,108449SHNone
VANGUARD INTL EQUITY INDEX FVTTT WRLD ST ETF$165,3301,172SHNone
CASEYS GEN STORES INCCASYCOM$143,705260SHNone
ISHARES TRIVVCORE S&P500 ETF$130,824191SHNone
SPDR S&P 500 ETF TRSPYTR UNIT$128,796189SHNone
ALPHABET INCGOOGLCAP STK CL A$121,757389SHNone
BANK AMERICA CORPBACCOM$92,6751,685SHNone
DISNEY WALT CODISCOM$91,472804SHNone
PUBLIC SVC ENTERPRISE GRP INPEGCOM$91,0571,134SHNone
DIMENSIONAL ETF TRUSTDEXCEMERGING MRKTETS$89,2671,475SHNone
XCEL ENERGY INCXELCOM$87,0081,178SHNone
GOLDMAN SACHS GROUP INCGSCOM$82,62694SHNone
BERKSHIRE HATHAWAY INC DELBRK.BCL B NEW$81,430162SHNone
ORACLE CORPORCLCOM$81,092416SHNone
THERMO FISHER SCIENTIFIC INCTMOCOM$79,965138SHNone
SCHWAB STRATEGIC TRSCHEEMRG MKTEQ ETF$77,6512,371SHNone
ELI LILLY & COLLYCOM$76,30371SHNone
WELLS FARGO CO NEWWFCCOM$74,560800SHNone
JOHNSON & JOHNSONJNJCOM$72,433350SHNone
DBX ETF TRSNPEXTRACKRS S&P 500$66,6711,068SHNone
PEPSICO INCPEPCOM$66,020460SHNone
ASML HOLDING N VASMLN Y REGISTRY SHS$64,19260SHNone

Largest 50 positions by reported value; the filing may contain more positions.

How amendments affect these holdings

This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.

A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.

Quarter end and public filing date

Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.

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