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Prudent Man Investment Management, Inc. Historic Quarter Change: USA ETF, Added

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Prudent Man Investment Management, Inc. historic quarter change: USA ETF, Added

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 6 quarters from 2024-12-31 to 2026-06-30, Prudent Man Investment Management, Inc. opened 7 positions, added to 18, reduced 55 and sold out of 13.

  • Q1 2026: Stock SCHB; Country of operation —; Class US BRD MKT ETF; Shares before 356.
  • Q1 2026: Stock DFAI; Country of operation —; Class INTL CORE EQT MK; Shares before 1,055,531.
  • Q1 2026: Stock DFAE; Country of operation —; Class EMGR CRE EQT MNG; Shares before 347,645.
  • Q4 2025: Stock DFAC; Country of operation —; Class US CORE EQUITY 2; Shares before 1,498,636.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2054263), 6 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-28); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-04); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-12); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-05); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-07); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-30). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2024-12-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q1 2026SCHB
SCHWAB STRATEGIC TR		US BRD MKT ETF356470+114$9,338$12,329+$2,9912026-05-04
Q1 2026DFAI
DIMENSIONAL ETF TRUST		INTL CORE EQT MK1,055,5311,055,534+3$40,226,287$40,226,401+$1142026-05-04
Q1 2026DFAE
DIMENSIONAL ETF TRUST		EMGR CRE EQT MNG347,645347,647+2$11,322,798$11,322,863+$652026-05-04
Q4 2025DFAC
DIMENSIONAL ETF TRUST		US CORE EQUITY 21,498,6362,383,883+885,247$51,837,809$94,377,939+$42,540,1302026-02-12
Q4 2025DFAI
DIMENSIONAL ETF TRUST		INTL CORE EQT MK520,1581,055,531+535,373$15,188,614$40,226,287+$25,037,6732026-02-12
Q4 2025DUSB
DIMENSIONAL ETF TRUST		ULTRASHORT FIXED1,134,1461,597,383+463,237$57,376,435$80,907,430+$23,530,9952026-02-12
Q4 2025DFLV
DIMENSIONAL ETF TRUST		US LARGE CAP VAL240305,129+304,889$7,208$10,438,464+$10,431,2562026-02-12
Q4 2025DFAE
DIMENSIONAL ETF TRUST		EMGR CRE EQT MNG124,980347,645+222,665$3,170,743$11,322,798+$8,152,0552026-02-12
Q4 2025DFUV
DIMENSIONAL ETF TRUST		US MKTWIDE VALUE451,218480,048+28,830$18,463,842$22,365,438+$3,901,5962026-02-12
Q4 2025DFAW
DIMENSIONAL ETF TRUST		WORLD EQUITY ETF30,62039,792+9,172$1,912,526$2,943,813+$1,031,2872026-02-12
Q4 2025DFUS
DIMENSIONAL ETF TRUST		US EQUITY MARKET3,3117,466+4,155$211,077$553,754+$342,6772026-02-12
Q4 2025DFSV
DIMENSIONAL ETF TRUST		US SMALL CAP VAL14,23617,551+3,315$438,185$577,253+$139,0682026-02-12
Q4 2025MGK
VANGUARD WORLD FD		MEGA GRWTH IND1,0571,198+141$362,985$494,499+$131,5142026-02-12
Q4 2025EMXC
ISHARES INC		MSCI EMRG CHN4,2924,729+437$237,992$343,704+$105,7122026-02-12
Q4 2025DISV
DIMENSIONAL ETF TRUST		INTL SMALL CAP V643838+195$17,085$31,844+$14,7592026-02-12
Q4 2025DFIS
DIMENSIONAL ETF TRUST		INTL SMALL CAP E676893+217$16,600$29,416+$12,8162026-02-12
Q4 2025IWM
ISHARES TR		RUSSELL 2000 ETF8283+1$18,118$20,366+$2,2482026-02-12
Q4 2025SCHB
SCHWAB STRATEGIC TR		US BRD MKT ETF354356+2$8,036$9,338+$1,3022026-02-12

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