Prudent Man Investment Management, Inc. New Holdings in Q4 2024

Prudent Man Investment Management, Inc.

  • $181 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
Dimensional ETF Trust
1.14M
New
N/A
1.14M $57.6B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
1.5M
New
$33.92 - $36.6 $51M - $55M
1.5M $52B
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
453K
New
$40.38 - $44.35 $18.3M - $20.1M
453K $18.5B
DFAU
Dimensional ETF Tr

ETFs
378K
New
$39.27 - $42.38 $14.9M - $16M
378K $15.3B
DFAI
Dimensional ETF Tr

ETFs
522K
New
$29.0 - $31.6 $15.1M - $16.5M
522K $15.3B
AAPL
Apple Inc.

Technology
14.2K
New
$221.69 - $259.02 $3.15M - $3.68M
14.2K $3.55B
DFAE
Dimensional ETF Tr

ETFs
126K
New
$25.36 - $28.15 $3.19M - $3.54M
126K $3.19B
Dimensional ETF Trust
30.6K
New
N/A
30.6K $1.91B
VUSB
Vanguard Bd Index Fds
35.3K
New
N/A
35.3K $1.75B
DFAX
Dimensional ETF Tr
49.4K
New
$24.76 - $27.04 $1.22M - $1.33M
49.4K $1.23B
VTI
Vanguard Total Stock Market Et

ETFs
3.44K
New
$280.04 - $302.45 $964K - $1.04M
3.44K $998M
DFAT
Dimensional ETF Tr U S Target

ETFs
16.3K
New
$54.54 - $61.04 $887K - $992K
16.3K $905M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
7.23K
New
$77.02 - $78.58 $557K - $568K
7.23K $559M
VTV
Vanguard Value ETF

ETFs
2.74K
New
$168.32 - $181.87 $461K - $498K
2.74K $464M
DFSV
Dimensional ETF Tr Dimensional

ETFs
14.3K
New
$30.18 - $33.87 $431K - $484K
14.3K $439M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
6.46K
New
$58.88 - $64.8 $380K - $418K
6.46K $381M
MGK
Vanguard Mega Cap Growth ETF

ETFs
1.06K
New
$316.94 - $357.88 $336K - $379K
1.06K $364M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
582
New
$521.84 - $558.82 $304K - $325K
582 $314M
DFAS
Dimensional ETF Tr U S Small C

ETFs
4.82K
New
$63.58 - $71.15 $306K - $343K
4.82K $314M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
4.29K
New
$55.45 - $61.08 $238K - $262K
4.29K $238M
PNC
Pnc Financial Services Group, Inc.

Financial Services
1.22K
New
$178.39 - $215.0 $218K - $263K
1.22K $235M
MSFT
Microsoft Corp

Technology
520
New
$406.35 - $454.46 $211K - $236K
520 $219M
DFUS
Dimensional ETF Tr U S Equity

ETFs
3.34K
New
$61.52 - $66.5 $205K - $222K
3.34K $213M
NVDA
Nvidia Corp

Technology
1.45K
New
$117.0 - $148.88 $169K - $216K
1.45K $194M
WMT
Walmart Inc.

Consumer Defensive
2.12K
New
$79.1 - $95.7 $167K - $202K
2.12K $191M
VT
Vanguard Total World Stk Index

ETFs
1.59K
New
$117.09 - $123.07 $186K - $195K
1.59K $186M
LMT
Lockheed Martin Corp

Industrials
366
New
$479.66 - $614.62 $176K - $225K
366 $178M
XOM
Exxon Mobil Corp

Energy
1.64K
New
$105.51 - $125.37 $173K - $206K
1.64K $177M
ORCL
Oracle Corp

Technology
832
New
$165.41 - $192.43 $138K - $160K
832 $139M
SPY
Spdr S&P 500 ETF Trust

ETFs
214
New
$567.81 - $607.81 $122K - $130K
214 $125M
IVV
Ishares Core S&P 500 ETF

ETFs
191
New
$570.51 - $610.59 $109K - $117K
191 $112M
CASY
Caseys General Stores Inc

Consumer Cyclical
260
New
$366.65 - $427.88 $95.3K - $111K
260 $103M
PEG
Public Service Enterprise Group Inc

Utilities
1.13K
New
$81.87 - $94.51 $92.8K - $107K
1.13K $95.8M
TMO
Thermo Fisher Scientific Inc.

Healthcare
179
New
$501.29 - $612.85 $89.7K - $110K
179 $93.1M
DIS
Walt Disney CO

Communication Services
804
New
$92.39 - $117.6 $74.3K - $94.6K
804 $89.5M
DFSD
Dimensional ETF Tr Short Durat

ETFs
1.84K
New
$46.75 - $47.8 $86K - $87.9K
1.84K $86.2M
ACN
Accenture PLC

Technology
200
New
$343.9 - $376.86 $68.8K - $75.4K
200 $70.4M
BAC
Bank Of America Corp

Financial Services
1.58K
New
$39.22 - $47.77 $62K - $75.5K
1.58K $69.4M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
2.37K
New
$26.63 - $30.23 $63.1K - $71.7K
2.37K $63.1M
JNJ
Johnson & Johnson

Healthcare
415
New
$143.34 - $165.86 $59.5K - $68.8K
415 $60M
GS
Goldman Sachs Group Inc

Financial Services
104
New
$486.1 - $608.57 $50.6K - $63.3K
104 $59.6M
GOOGL
Alphabet Inc.

Communication Services
280
New
$161.86 - $196.66 $45.3K - $55.1K
280 $53M
WM
Waste Management Inc

Industrials
248
New
$201.79 - $228.46 $50K - $56.7K
248 $50M
LOW
Lowes Companies Inc

Consumer Cyclical
200
New
$244.52 - $284.07 $48.9K - $56.8K
200 $49.4M
LLY
Eli Lilly & CO

Healthcare
62
New
$727.2 - $932.06 $45.1K - $57.8K
62 $47.9M
CMCSA
Comcast Corp

Communication Services
1.19K
New
$37.39 - $45.14 $44.5K - $53.7K
1.19K $44.7M
CVX
Chevron Corp

Energy
308
New
$141.15 - $162.53 $43.5K - $50.1K
308 $44.6M
MCD
Mcdonalds Corp

Consumer Cyclical
150
New
$288.47 - $316.54 $43.3K - $47.5K
150 $43.5M
Blackrock Inc
42
New
N/A
42 $43.1M
Activity Summary
Buys All Purchases 169 New Holdings 169 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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