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Jeremy Sorci

Premier Financial Group

Assets Managed
$587.261M
Holdings
44
Last Quarter
2026 - Q1
Filed Date
26d ago
Growth Rate
53.12%(2Q avg: 27.81%)
Sustained Growth
3 quarters

Portfolio positions

This chart displays the top 10 holdings in Premier Financial Group's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 44 positions.

Assets under management

The assets under management (AUM) of Premier Financial Group over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 587.261M in assets, with a quarterly growth rate of 53.12% and a 2-quarter average growth rate of 27.81%. The portfolio is managed by Jeremy Sorci, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
DIHP
Dimensional International Hi
Recent Activity
Increased 1.18%
35.95%
$211.076M
641,693 shares@ $328.94 avg price
DFAS
Dimensional Us Small Cap Etf
Recent Activity
Decreased -0.03%
14.52%
$85.264M
1.182M shares@ $72.11 avg price
DFAT
Dimensional Us Target Value
Recent Activity
Decreased -0.21%
12.74%
$74.806M
1.187M shares@ $63.04 avg price
DFLV
Dim Us Large Cap Value Etf
Recent Activity
Increased 0.28%
6.97%
$40.883M
1.139M shares@ $35.9 avg price
DFIV
Dimensional International Va
Recent Activity
Decreased -0.58%
6.44%
$37.77M
705,161 shares@ $53.57 avg price
DISV
Dimensional International Sm
Recent Activity
Increased 0.33%
5.05%
$29.6M
737,427 shares@ $40.14 avg price
DFUV
Dimensional Us Marketwide Va
Recent Activity
Decreased -1.87%
4.78%
$28.042M
574,917 shares@ $48.78 avg price
DFUS
Dimensional Us Eq Mkt Etf
Recent Activity
Increased 1.17%
4.63%
$27.176M
378,298 shares@ $71.84 avg price
DFEM
Dimensional Emerging Markets
Recent Activity
Increased 0.13%
3.64%
$21.355M
608,840 shares@ $35.08 avg price
DUHP
Dimensional Us High Profi Et
Recent Activity
Increased 3.92%
3.47%
$20.327M
544,507 shares@ $37.34 avg price

1-10 of 44