Prudent Man Investment Management, Inc.

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 5, 2025), Prudent Man Investment Management, Inc. reported 166 stock positions worth $180.1 million. Its top holding was Dimension Ultrashort Fi ETF (DUSB) at 31.9% of the portfolio, followed by Dimensional US Core Equity 2 (DFAC, 28.8%) and Dimensional US Marketwide Va (DFUV, 10.3%). Compared with Q2 2025, it sold out of 1 and reduced 12. The biggest sale was Dimensional US Core Equity 2 (DFAC, shares −0%).

Most Recent 13F
Q2 2026
Location
LOUISVILLE, CO
CIK
0002054263
Portfolio Value
$180.1M (Q3 2025)
SEC Filing
0002054263-25-000006 ↗ filed Nov 5, 2025

Holdings Value

0$100.0M$200.0M$300.0M Q4 2024: $180.7M Q4 2024 Q1 2025: $180.5M Q1 2025 Q2 2025: $180.1M Q2 2025 Q3 2025: $180.1M $180.1M Q3 2025 Q4 2025: $297.4M Q4 2025 Q1 2026: $297.3M Q1 2026 Q2 2026: $293.1M Q2 2026

Holdings 166 stocks · $180.1M
DUSB Dimension Ultrashort Fi ETF 31.86% 1,134,146 $57.4M Reduce 0.0%
DFAC Dimensional US Core Equity 2 28.79% 1,498,636 $51.8M Reduce -0.0%
DFUV Dimensional US Marketwide Va 10.25% 451,218 $18.5M No change
DFAU Dimensional US Core Equity M 8.46% 376,342 $15.2M No change
DFAI Dimensional International Co. 8.43% 520,158 $15.2M Reduce -0.0%
AAPL Apple Inc. 1.97% 14,185 $3.6M Reduce -0.0%
DFAE Dimensional Emerging Core Eq 1.76% 124,980 $3.2M Reduce -0.0%
DFAW Dimensional World Eqty ETF 1.06% 30,620 $1.9M Reduce -0.0%
VUSB Vanguard Ultra Short Bond Et 0.97% 35,315 $1.8M No change
DFAX Dimensional World Ex US Core 0.68% 49,337 $1.2M Reduce -0.1%
AVXC Avantis Emg MKT Ex China ETF 0.60% 21,750 $1.1M No change
VTI VG Morningstar TS MKT ETF-US 0.55% 3,443 $998K No change
DFAT Dimensional US Target Value 0.50% 16,145 $899K Reduce -0.7%
BSV Vanguard Short-Term Bond ETF 0.31% 7,234 $559K No change
VTV Vanguard Mrngstr Val ETF-Aui 0.26% 2,739 $464K No change
DFSV Dimensional US Small Cap Val 0.24% 14,236 $438K Reduce -0.3%
VXUS Vanguard Total Intl Stock 0.21% 6,457 $381K No change
MGK Vngrd Mrgstr MG CP GR ETF-Ui 0.20% 1,057 $363K Reduce -0.3%
VOO Vanguard S&P 500 ETF 0.17% 582 $314K No change
DFAS Dimensional US Small Cap ETF 0.17% 4,818 $314K No change
EMXC iShares MSCI Emr MRK Ex Chna 0.13% 4,292 $238K No change
PNC PNC Financial Services Group 0.13% 1,221 $235K No change
MSFT Microsoft Corp. 0.12% 520 $219K No change
DFUS Dimensional US Eq MKT ETF 0.12% 3,311 $211K Reduce -0.8%
NVDA Nvidia Corp. 0.11% 1,438 $193K Reduce -0.7%
WMT Walmart Inc. 0.11% 2,115 $191K No change
VT Vanguard Tot World STK ETF 0.10% 1,587 $186K No change
LMT Lockheed Martin Corp. 0.10% 366 $178K No change
XOM Exxon Mobil Corp. 0.10% 1,642 $177K No change
ORCL Oracle Corp. 0.08% 832 $139K No change
SPY SS SPDR S&P 500 ETF Trust-US 0.07% 214 $125K No change
IVV iShares Core S&P 500 ETF 0.06% 191 $112K No change
CASY Casey's General Stores Inc. 0.06% 260 $103K No change
PEG Public Service Enterprise GP 0.05% 1,134 $96K No change
TMO Thermo Fisher Scientific Inc. 0.05% 179 $93K No change
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.05% 804 $90K No change
DFSD Dimensional Short Duration 0.05% 1,839 $86K No change
ACN Accenture PLC Class A 0.04% 200 $70K No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.04% 1,580 $69K No change
SCHE Schwab Emrg Mrkts Eqty ETF 0.04% 2,371 $63K No change
JNJ Johnson & Johnson 0.03% 415 $60K No change
GS Goldman Sachs Group Inc. 0.03% 104 $60K No change
GOOGL Alphabet Inc. Class A 0.03% 280 $53K No change
WM Waste Management Inc. 0.03% 248 $50K No change
LOW Lowe's Cos Inc. 0.03% 200 $49K No change
LLY Eli Lilly & Co. 0.03% 62 $48K No change
CMCSA Comcast Corp. Class A 0.02% 1,190 $45K No change
CVX Chevron Corp. 0.02% 308 $45K No change
MCD McDonald's Corp. 0.02% 150 $43K No change
BLK BlackRock Inc. 0.02% 42 $43K No change
JPM JPMorgan Chase & Co. 0.02% 178 $43K No change
IDCC Interdigital Inc. 0.02% 200 $39K No change
PG The Procter & Gamble Co. 0.02% 228 $38K No change
BRK.B Berkshire Hathaway Inc. Class B 0.02% 84 $38K No change
AVGE Avantis All Eqty Mrkts ETF 0.02% 516 $37K No change
PPG PPG Industries Inc. 0.02% 300 $36K No change
BBSI Barrett Business SVCS Inc. 0.02% 800 $35K No change
EXPE Expedia Group Inc. 0.02% 185 $34K No change
DFIV Dimensional International Va 0.02% 970 $34K No change
ABBV Abbvie Inc. 0.02% 178 $32K No change
PEP Pepsico Inc. 0.02% 200 $30K No change
SNPE Xtrckr S&P 500 Scor&scrn ETF 0.02% 559 $30K No change
VUG Vanguard Mrngstar GR ETF-Sui 0.02% 72 $30K No change
WEC WEC Energy Group Inc. 0.02% 300 $28K No change
AMZN Amazon.com Inc. 0.01% 122 $27K No change
SRE Sempra 0.01% 300 $26K No change
SCHX Schwab US Large-Cap ETF 0.01% 1,127 $26K No change
ITW Illinois Tool Works 0.01% 100 $25K No change
PM Philip Morris International 0.01% 180 $22K No change
VZ Verizon Communications Inc. 0.01% 520 $21K No change
INTC Intel Corp. 0.01% 1,020 $20K No change
BAX Baxter International Inc. 0.01% 700 $20K No change
AXP American Express Co. 0.01% 64 $19K No change
IWM iShares Russell 2000 ETF 0.01% 82 $18K No change
DISV Dimensional International SM 0.01% 643 $17K No change
DFIS Dimensional International SM 0.01% 676 $17K No change
ASML ASML Holding NV-NY Reg SHS 0.01% 20 $14K No change
XEL Xcel Energy Inc. 0.01% 200 $14K No change
GOVT iShares US Treasury Bond ETF 0.01% 575 $13K No change
CAH Cardinal Health Inc. 0.01% 111 $13K No change
ARTY iShares Future AI & Tech ETF 0.01% 333 $12K No change
GILD Gilead Sciences Inc. 0.01% 132 $12K No change
FTNT Fortinet Inc. 0.01% 129 $12K No change
CAT Caterpillar Inc. 0.01% 33 $12K No change
FE Firstenergy Corp. 0.01% 300 $12K No change
TSM Taiwan Semiconductor-SP ADR 0.01% 60 $12K No change
V Visa Inc. Class A 0.01% 34 $11K No change
COST Costco Wholesale Corp. 0.01% 11 $10K No change
MO Altria Group Inc. 0.01% 180 $9K No change
SON Sonoco Products Co. 0.01% 191 $9K No change
AEP American Electric Power 0.01% 100 $9K No change
PFE Pfizer Inc. 0.00% 334 $9K No change
SDY SS SPDR S&P Dividend ETF 0.00% 63 $8K No change
NVS Novartis AG-Sponsored ADR 0.00% 84 $8K No change
SCHB Schwab US Broad Market ETF 0.00% 354 $8K No change
MET Metlife Inc. 0.00% 98 $8K No change
VEA Vanguard Ftse Developed ETF 0.00% 163 $8K No change
FCX Freeport-McMoran Inc. 0.00% 200 $8K No change
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.00% 28 $8K No change
MDLZ Mondelez International Inc. Class A 0.00% 124 $7K No change

Show all 166 holdings

Other holdings (2): bonds, preferreds, convertibles and warrants · $21K (not counted above)
SecurityClassShares / PrincipalValueChange
CORZZ Core Scientific Inc. - 29 *W EXP 01/23/202 880$12KNo change
CORZW Core Scientific Inc. - 27 *W EXP 01/23/202 1,056$9KNo change

Total filed on the 13F, all lines: $180.1M.

Portfolio Sells Q2 2025 → Q3 2025
DFAC Dimensional US Core Equity 2 Reduce -0.0% 28.79% −0.01
DFAT Dimensional US Target Value Reduce -0.7% 0.50% −0.00
DFAI Dimensional International Co. Reduce -0.0% 8.43% −0.00
DFUS Dimensional US Eq MKT ETF Reduce -0.8% 0.12% −0.00
NVDA Nvidia Corp. Reduce -0.7% 0.11% −0.00
DFSV Dimensional US Small Cap Val Reduce -0.3% 0.24% −0.00
MGK Vngrd Mrgstr MG CP GR ETF-Ui Reduce -0.3% 0.20% −0.00
AAPL Apple Inc. Reduce -0.0% 1.97% −0.00
DFAX Dimensional World Ex US Core Reduce -0.1% 0.68% −0.00
FRSX Foresight Autonomous-SP ADR Sold out 0.00% −0.00
DFAE Dimensional Emerging Core Eq Reduce -0.0% 1.76% 0.00
DFAW Dimensional World Eqty ETF Reduce -0.0% 1.06% 0.00
DUSB Dimension Ultrashort Fi ETF Reduce 0.0% 31.86% +0.01

Portfolio Buys Q2 2025 → Q3 2025
None this quarter.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 169$293.1MDFAC, DUSB, DFAI, DFUV, DFAU
Q1 2026 169$297.3MDFAC, DUSB, DFAI, DFUV, DFAU
Q4 2025 169$297.4MDFAC, DUSB, DFAI, DFUV, DFAU
Q3 2025 166$180.1MDUSB, DFAC, DFUV, DFAU, DFAI
Q2 2025 167$180.1MDUSB, DFAC, DFUV, DFAU, DFAI
Q1 2025 167$180.5MDUSB, DFAC, DFUV, DFAU, DFAI
Q4 2024 167$180.7MDUSB, DFAC, DFUV, DFAU, DFAI