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Prudent Man Investment Management, Inc.13F | |
Prudent Man Investment Management, Inc. | |
Last update 2025-05-01 | 169 Stocks (0 new) |
Value $180.00 Mil | Turnover 0 % |
Prudent Man Investment Managem... Top Holdings of 2025-03-31
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Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
---|---|---|---|---|---|---|---|---|---|---|---|---|
DUSB |
Dimensional Ultrashort Fixed Income ETF
Dimensional Ultrashort Fixed Income ETF
| 1,137,535 | 57,547.9 | -0.15% | 31.880 | -0.05% | 4.850 | +0.16% | +0.22% | 1,376.5 | ||
DFAC | Dimensional U.S. Core Equity 2 ETF | 1,502,359 | 51,966.6 | 0% | 28.790 | 0% | 0.160 | +18.56% | +5.98% | 35,706.4 | ||
DFUV | Dimensional US Marketwide Value ETF | 452,018 | 18,496.6 | -0.13% | 10.250 | -0.01% | 0.170 | +12.36% | +5.06% | 11,765.5 | ||
DFAU |
Dimensional US Core Equity Market ETF
Dimensional US Core Equity Market ETF
| 376,342 | 15,238.1 | -0.49% | 8.440 | -0.04% | 0.190 | +19.56% | +6.72% | 8,750.0 | ||
DFAI |
Dimensional International Core Equity Market ETF
Dimensional International Core Equity Market ETF
| 521,576 | 15,230.0 | -0.15% | 8.440 | -0.01% | 0.180 | +9.95% | +18.87% | 10,676.8 | ||
AAPL | Apple Inc | 14,190 | 3,553.5 | 0% | 1.970 | 0% | 0.000 | +7.48% | -14.18% | 3,202,241.1 | Hardware | |
DFAE |
Dimensional Emerging Core Equity Market ETF
Dimensional Emerging Core Equity Market ETF
| 125,298 | 3,178.8 | -0.25% | 1.760 | 0% | 0.060 | +17.27% | +16.99% | 6,271.4 | ||
DFAW | Dimensional World Equity ETF | 30,627 | 1,913.0 | 0% | 1.060 | 0% | 0.280 | +16.62% | +9.58% | 796.7 | ||
VUSB | Vanguard Ultra-Short Bond ETF | 35,315 | 1,752.3 | 0% | 0.970 | 0% | 0.040 | +0.24% | +0.38% | 5,300.9 | ||
DFAX |
Dimensional World ex U.S. Core Equity 2 ETF
Dimensional World ex U.S. Core Equity 2 ETF
| 49,363 | 1,227.2 | 0% | 0.680 | 0% | 0.020 | +13.55% | +19.99% | 8,979.3 |
Prudent Man Investment Management, Inc.'s Historical Top Holdings Breakdowns
Prudent Man Investment Management, Inc.'s Top Stock Picks
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Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
---|---|---|---|---|---|---|---|---|---|---|---|
DUSB |
Dimensional Ultrashort Fixed Income ETF
Dimensional Ultrashort Fixed Income ETF
| 2025-03-31 | Reduce Reduce | -0.05% | 50.58 ($50.73) 50.87 | $50.70 | -0.06% | Reduce -0.15% | 1,137,535 | -1,665 | |
DFAU |
Dimensional US Core Equity Market ETF
Dimensional US Core Equity Market ETF
| 2025-03-31 | Reduce Reduce | -0.04% | 37.84 ($40.57) 42.31 | $43.21 | 6.51% | Reduce -0.49% | 376,342 | -1,865 | |
DFAI |
Dimensional International Core Equity Market ETF
Dimensional International Core Equity Market ETF
| 2025-03-31 | Reduce Reduce | -0.01% | 28.88 ($30.87) 32.4 | $34.71 | 12.44% | Reduce -0.15% | 521,576 | -785 | |
DFUV | Dimensional US Marketwide Value ETF | 2025-03-31 | Reduce Reduce | -0.01% | 39.96 ($41.98) 43.23 | $42.99 | 2.41% | Reduce -0.13% | 452,018 | -606 | |
DFAE |
Dimensional Emerging Core Equity Market ETF
Dimensional Emerging Core Equity Market ETF
| 2025-03-31 | Reduce Reduce | 0% | 24.64 ($25.96) 26.86 | $29.68 | 14.33% | Reduce -0.25% | 125,298 | -318 | |
XTIA | XTI Aerospace Inc | 2025-03-31 | Add Add | 0% | 1.09 ($4.91) 28.53 | $2.11 | -57.03% | Add 24900% | 11,805 | 11,758 |
Prudent Man Investment Management, Inc. Total Holding History ($B)
Prudent Man Investment Management, Inc.'s Asset Allocation
Prudent Man Investment Management, Inc. Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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Prudent Man Investment Management, Inc.'s Hypothetical Growth since 2025-03-31
Prudent Man Investment Management, Inc.'s Yearly Returns
Year | Portfolio % | % | Excess Gain % |
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Prudent Man Investment Management, Inc.'s Holdings Heat Map
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