Prudent Man Investment Management
Prudent Man Investment Management reported 169 stocks worth $293M in its 13F filing for Q2 2026, filed Jul 28, 2026. Its largest holdings are Dimensional ETF Trust (32.0%), DUSB (27.1%) and DFAI (13.5%). Compared with Q1 2026, the fund trimmed DUSB, DFAI and DFUV.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 7 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | $94M | 32.0% | 2.4M | −9,597 (−0%) | 7 of 7 | |
| 2 |  DUSB Dimensnl Ultrashrt Fixed | $79.6M | 27.1% | 1.6M | −26K (−2%) | 7 of 7 | |
| 3 |  DFAI Dimensional Intern Core | $39.6M | 13.5% | 1M | −15K (−1%) | 7 of 7 | |
| 4 |  DFUV Dimensional US Marketwide Value ETF | $22M | 7.5% | 471K | −8,178 (−2%) | 7 of 7 | |
| 5 |  DFAU Dimensional ETF Trust | $16M | 5.4% | 341K | −24K (−7%) | 7 of 7 | |
| 6 |  DFAE Dimensional Emerg Core | $11.1M | 3.8% | 342K | −5,706 (−2%) | 7 of 7 | |
| 7 |  DFLV Dimensional ETF Trust | $10.3M | 3.5% | 302K | −3,026 (−1%) | 7 of 7 | |
| 8 |  AAPL Apple Inc | $3.9M | 1.3% | 14K | No change | 7 of 7 | |
| 9 |  DFAW Dimensional World Equity | $2.9M | 1.0% | 39K | −396 (−1%) | 7 of 7 | |
| 10 |  DFAX Dimensional ETF Trust | $1.4M | 0.5% | 43K | No change | 7 of 7 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Reported value
last 7 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Jul 28, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Prudent Man Investment Management 13F FAQ
What does Prudent Man Investment Management own?
Prudent Man Investment Management reported 169 stocks worth $293M in its 13F filing for Q2 2026, filed Jul 28, 2026. Its largest holdings are Dimensional ETF Trust (32.0%), DUSB (27.1%) and DFAI (13.5%). The table above lists every position in the filing (the top 10 without an account).
What did Prudent Man Investment Management buy and sell in Q2 2026?
Compared with Q1 2026: 0 new positions, 0 added to, 10 trimmed and 0 sold out.
When will Prudent Man Investment Management file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Prudent Man Investment Management's portfolio worth?
The Q2 2026 filing reports $293M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.