Filed: 2/12/2025ACC: 0002054263-25-000001
📋 What this filing means
PRUDENT MAN INVESTMENT MANAGEMENT, INC. filed this quarterly 13F‑HR report disclosing 169 equity positions with a total reported market value of $180.71M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
169
Positions
$180.71M
Total AUM (reported)
4.39M
Total Shares
Allocation by class
ULTRASHORT FIXED$57.63M31.9%
US CORE EQUITY 2$51.97M28.8%
US MKTWIDE VALUE$18.52M10.2%
US CORE EQT MKT$15.31M8.5%
INTL CORE EQT MK$15.25M8.4%
COM$6.41M3.5%
EMGR CRE EQT MNG$3.19M1.8%
Portfolio Concentration
Top 3$128.12M70.9%
4–10$42.20M23.4%
11–25$6.91M3.8%
Rest$3.47M1.9%
Top 3 weight
70.9%
Top 10 weight
94.3%
Voting Authority Distribution
Total shares with voting rights: 4.39M
Sole
Full voting authority
3.70M
shares
% of voting shares84.1%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
696.24K
shares
% of voting shares15.9%
Investment Discretion (by position count)
Sole169
Shared0
Other0
Dominant voting typeSole · 84.1% of voting shares
Institutional Holdings169
Rows:
DIMENSIONAL ETF TRUST
SOLEShares1.14M
TypeSH
Market value$57.63M
31.89%
Sole
898.46K
Shared
0.00
None
240.74K
DIMENSIONAL ETF TRUST
SOLEShares1.50M
TypeSH
Market value$51.97M
28.76%
Sole
1.33M
Shared
0.00
None
171.05K
DIMENSIONAL ETF TRUST
SOLEShares452.62K
TypeSH
Market value$18.52M
10.25%
Sole
397.63K
Shared
0.00
None
54.99K
DIMENSIONAL ETF TRUST
SOLEShares378.21K
TypeSH
Market value$15.31M
8.47%
Sole
324.57K
Shared
0.00
None
53.64K
DIMENSIONAL ETF TRUST
SOLEShares522.36K
TypeSH
Market value$15.25M
8.44%
Sole
429.40K
Shared
0.00
None
92.96K
APPLE INC
SOLEShares14.19K
TypeSH
Market value$3.55M
1.97%
Sole
2.74K
Shared
0.00
None
11.45K
DIMENSIONAL ETF TRUST
SOLEShares125.62K
TypeSH
Market value$3.19M
1.76%
Sole
107.20K
Shared
0.00
None
18.42K
DIMENSIONAL ETF TRUST
SOLEShares30.63K
TypeSH
Market value$1.91M
1.06%
Sole
15.98K
Shared
0.00
None
14.65K
VANGUARD BD INDEX FDS
SOLEShares35.31K
TypeSH
Market value$1.75M
0.97%
Sole
33.57K
Shared
0.00
None
1.74K
DIMENSIONAL ETF TRUST
SOLEShares49.36K
TypeSH
Market value$1.23M
0.68%
Sole
44.27K
Shared
0.00
None
5.09K
AMERICAN CENTY ETF TR
SOLEShares21.75K
TypeSH
Market value$1.08M
0.60%
Sole
19.10K
Shared
0.00
None
2.65K
VANGUARD INDEX FDS
SOLEShares3.44K
TypeSH
Market value$997.8K
0.55%
Sole
3.39K
Shared
0.00
None
52.00
DIMENSIONAL ETF TRUST
SOLEShares16.26K
TypeSH
Market value$904.8K
0.50%
Sole
8.94K
Shared
0.00
None
7.32K
VANGUARD BD INDEX FDS
SOLEShares7.23K
TypeSH
Market value$559.0K
0.31%
Sole
7.23K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares2.74K
TypeSH
Market value$463.8K
0.26%
Sole
1.98K
Shared
0.00
None
758.00
DIMENSIONAL ETF TRUST
SOLEShares14.28K
TypeSH
Market value$439.4K
0.24%
Sole
13.55K
Shared
0.00
None
731.00
VANGUARD STAR FDS
SOLEShares6.46K
TypeSH
Market value$380.5K
0.21%
Sole
6.46K
Shared
0.00
None
0.00
VANGUARD WORLD FD
SOLEShares1.06K
TypeSH
Market value$364.0K
0.20%
Sole
977.00
Shared
0.00
None
83.00
VANGUARD INDEX FDS
SOLEShares582.00
TypeSH
Market value$313.6K
0.17%
Sole
449.00
Shared
0.00
None
133.00
DIMENSIONAL ETF TRUST
SOLEShares4.82K
TypeSH
Market value$313.6K
0.17%
Sole
4.70K
Shared
0.00
None
119.00
ISHARES INC
SOLEShares4.29K
TypeSH
Market value$238.0K
0.13%
Sole
1.04K
Shared
0.00
None
3.25K
PNC FINL SVCS GROUP INC
SOLEShares1.22K
TypeSH
Market value$235.5K
0.13%
Sole
0.00
Shared
0.00
None
1.22K
MICROSOFT CORP
SOLEShares520.00
TypeSH
Market value$219.1K
0.12%
Sole
272.00
Shared
0.00
None
248.00
DIMENSIONAL ETF TRUST
SOLEShares3.34K
TypeSH
Market value$212.7K
0.12%
Sole
3.31K
Shared
0.00
None
25.00
NVIDIA CORPORATION
SOLEShares1.45K
TypeSH
Market value$194.5K
0.11%
Sole
300.00
Shared
0.00
None
1.15K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | ULTRASHORT FIXED | 1.14M | SH | $57.63M 31.89% | 898.46K | 0.00 | 240.74K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 1.50M | SH | $51.97M 28.76% | 1.33M | 0.00 | 171.05K |
DIMENSIONAL ETF TRUSTSOLE | US MKTWIDE VALUE | 452.62K | SH | $18.52M 10.25% | 397.63K | 0.00 | 54.99K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQT MKT | 378.21K | SH | $15.31M 8.47% | 324.57K | 0.00 | 53.64K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 522.36K | SH | $15.25M 8.44% | 429.40K | 0.00 | 92.96K |
APPLE INCSOLE | COM | 14.19K | SH | $3.55M 1.97% | 2.74K | 0.00 | 11.45K |
DIMENSIONAL ETF TRUSTSOLE | EMGR CRE EQT MNG | 125.62K | SH | $3.19M 1.76% | 107.20K | 0.00 | 18.42K |
DIMENSIONAL ETF TRUSTSOLE | WORLD EQUITY ETF | 30.63K | SH | $1.91M 1.06% | 15.98K | 0.00 | 14.65K |
VANGUARD BD INDEX FDSSOLE | VANGUARD ULTRA | 35.31K | SH | $1.75M 0.97% | 33.57K | 0.00 | 1.74K |
DIMENSIONAL ETF TRUSTSOLE | WORLD EX US CORE | 49.36K | SH | $1.23M 0.68% | 44.27K | 0.00 | 5.09K |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMERGING | 21.75K | SH | $1.08M 0.60% | 19.10K | 0.00 | 2.65K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 3.44K | SH | $997.8K 0.55% | 3.39K | 0.00 | 52.00 |
DIMENSIONAL ETF TRUSTSOLE | US TARGETED VLU | 16.26K | SH | $904.8K 0.50% | 8.94K | 0.00 | 7.32K |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 7.23K | SH | $559.0K 0.31% | 7.23K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | VALUE ETF | 2.74K | SH | $463.8K 0.26% | 1.98K | 0.00 | 758.00 |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP VAL | 14.28K | SH | $439.4K 0.24% | 13.55K | 0.00 | 731.00 |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 6.46K | SH | $380.5K 0.21% | 6.46K | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | MEGA GRWTH IND | 1.06K | SH | $364.0K 0.20% | 977.00 | 0.00 | 83.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 582.00 | SH | $313.6K 0.17% | 449.00 | 0.00 | 133.00 |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP ETF | 4.82K | SH | $313.6K 0.17% | 4.70K | 0.00 | 119.00 |
ISHARES INCSOLE | MSCI EMRG CHN | 4.29K | SH | $238.0K 0.13% | 1.04K | 0.00 | 3.25K |
PNC FINL SVCS GROUP INCSOLE | COM | 1.22K | SH | $235.5K 0.13% | 0.00 | 0.00 | 1.22K |
MICROSOFT CORPSOLE | COM | 520.00 | SH | $219.1K 0.12% | 272.00 | 0.00 | 248.00 |
DIMENSIONAL ETF TRUSTSOLE | US EQUITY MARKET | 3.34K | SH | $212.7K 0.12% | 3.31K | 0.00 | 25.00 |
NVIDIA CORPORATIONSOLE | COM | 1.45K | SH | $194.5K 0.11% | 300.00 | 0.00 | 1.15K |
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