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Keith Diamond

Prudent Man Investment Management, Inc.

Assets Managed
$297.252M
Holdings
169
Last Quarter
2026 - Q1
Filed Date
18d ago
Growth Rate
-0.03%(2Q avg: 32.54%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Prudent Man Investment Management, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 169 positions.

Assets under management

The assets under management (AUM) of Prudent Man Investment Management, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 297.252M in assets, with a quarterly growth rate of -0.03% and a 2-quarter average growth rate of 32.54%. The portfolio is managed by Keith Diamond, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
DFAC
Dimensional Us Core Equity 2
Recent Activity
Decreased -0.04%
31.74%
$94.333M
2.383M shares@ $39.6 avg price
DUSB
Dimension Ultrashort Fi Etf
Recent Activity
Decreased -0.01%
27.22%
$80.898M
1.597M shares@ $50.65 avg price
DFAI
Dimensional International Co
Recent Activity
Increased 0.01%
13.54%
$40.226M
1.056M shares@ $38.12 avg price
DFUV
Dimensional Us Marketwide Va
Recent Activity
Decreased -0.08%
7.52%
$22.345M
479,619 shares@ $46.6 avg price
DFAU
Dimensional Us Core Equity M
Recent Activity
5.76%
$17.099M
365,373 shares@ $46.81 avg price
DFAE
Dimensional Emerging Core Eq
Recent Activity
Increased 0.01%
3.81%
$11.323M
347,647 shares@ $32.58 avg price
DFLV
Dim Us Large Cap Value Etf
Recent Activity
Decreased -0.08%
3.51%
$10.43M
304,881 shares@ $34.22 avg price
AAPL
Apple Inc
Recent Activity
1.31%
$3.884M
14,286 shares@ $271.87 avg price
DFAW
Dimenstional World Eqty Etf
Recent Activity
Decreased -0.79%
0.99%
$2.92M
39,475 shares@ $73.99 avg price
DFAX
Dimensional World Ex Us Core
Recent Activity
0.47%
$1.393M
42,556 shares@ $32.74 avg price

1-10 of 169