StockDriftsStockDriftsTop 50 Prudent Man Investment Management, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 31.74% | 2.38M | $94.3M | -0.05%(-1.13K) | $36.16(+19.51%) | 2026-03-31 | |
| DUSB | DIMENSIONAL ETF TRUST | 27.22% | 1.60M | $80.9M | -0.01%(-185) | $50.69(+0.30%) | 2026-03-31 | |
| DFAI | DIMENSIONAL ETF TRUST | 13.53% | 1.06M | $40.2M | +0.00%(+3) | $33.91(+22.80%) | 2026-03-31 | |
| DFUV | DIMENSIONAL ETF TRUST | 7.52% | 479.6K | $22.3M | -0.09%(-429) | $41.57(+26.62%) | 2026-03-31 | |
| DFAU | DIMENSIONAL ETF TRUST | 5.75% | 365.4K | $17.1M | +0.00%(+0) | $40.09(+27.11%) | 2026-03-31 | |
| DFAE | DIMENSIONAL ETF TRUST | 3.81% | 347.6K | $11.3M | +0.00%(+2) | $30.02(+32.43%) | 2026-03-31 | |
| DFLV | DIMENSIONAL ETF TRUST | 3.51% | 304.9K | $10.4M | -0.08%(-248) | $33.55(+14.09%) | 2026-03-31 | |
| AAPL | APPLE INC | 1.31% | 14.3K | $3.9M | +0.00%(+0) | $232.57(+28.51%) | 2026-03-31 | |
| DFAW | DIMENSIONAL ETF TRUST | 0.98% | 39.5K | $2.9M | -0.80%(-317) | $65.26(+25.25%) | 2026-03-31 | |
| DFAX | DIMENSIONAL ETF TRUST | 0.47% | 42.6K | $1.4M | +0.00%(+0) | $25.94(+44.67%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.01% | +29.54% |
| Top 20 Holdings Unweighted | +12.38% | +41.92% |
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