Prudent Man Investment Management, Inc. - Portfolio overview

Prudent Man Investment Management, Inc. has 194 reported holdings in this dataset, with the latest filing dated 2026-05-04.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. DFAC - DIMENSIONAL ETF TRUST, 31.71%
2. DUSB - DIMENSIONAL ETF TRUST, 27.19%
3. DFAI - DIMENSIONAL ETF TRUST, 13.52%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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