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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 %
Countries:
Top Holdings: DUSB(31.88%)DFAC(28.79%)DFUV(10.25%)DFAU(8.44%)DFAI(8.44%)
Summary Stock Picks Current Portfolio
Prudent Man Investment Managem... Top Holdings of 2025-03-31 View Full List
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
+1.25%
+2.56%
1,376.8
 
DFAC
Dimensional U.S. Core Equity 2 ETF
1,502,359
51,966.6
0%
28.790
0%
0.160
+18.17%
+7.50%
36,018.1
 
DFUV
Dimensional US Marketwide Value ETF
452,018
18,496.6
-0.13%
10.250
-0.01%
0.170
+13.14%
+7.21%
11,902.3
 
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
+18.96%
+8.15%
8,822.9
 
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
+13.62%
+23.41%
10,907.5
 
AAPL
Apple Inc
14,190
3,553.5
0%
1.970
0%
0.000
+4.80%
-14.28%
3,198,507.1
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
+18.19%
+19.38%
6,334.8
 
DFAW
Dimensional World Equity ETF
30,627
1,913.0
0%
1.060
0%
0.280
+17.18%
+11.43%
803.9
 
VUSB
Vanguard Ultra-Short Bond ETF
35,315
1,752.3
0%
0.970
0%
0.040
+1.01%
+2.38%
5,299.9
 
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
+16.54%
+23.75%
9,120.8
 

Prudent Man Investment Management, Inc.'s Historical Top Holdings Breakdowns

Prudent Man Investment Management, Inc.'s Top Stock Picks View Full List
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
$50.71
-0.04%
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
$43.57
7.39%
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
$35.46
14.87%
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
$43.49
3.60%
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
$29.98
15.49%
Reduce -0.25%
125,298
-318
XTIA
XTI Aerospace Inc
2025-03-31
Add
Add
0%
●
1.09 ($4.91) 28.53
$2.22
-54.79%
Add 24900%
11,805
11,758

Prudent Man Investment Management, Inc. Total Holding History ($B)

To

Prudent Man Investment Management, Inc.'s Asset Allocation

To

Prudent Man Investment Management, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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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 %

Prudent Man Investment Management, Inc.'s Holdings Heat Map

Size field:

Prudent Man Investment Management, Inc.'s Holdings Bubble Chart

Prudent Man Investment Management, Inc. News

  • 1

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