AiSiWhale

AI & tech investing

Premier Financial Group

CIK 1989061

13F filing for Q2 2026・No. 3,903

Holdings
US$497.29M
Quarter change
−US$89.97M
Entries
243
Net bought (estimate)
—

The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.

Net bought (estimate)

Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.

No filing the quarter before to compare with.

Largest holdings

234 stocks worth US$497.29M, options and bonds left out.

StockThis quarterValueWeight
DIMENSIONAL U.S. SMALL CAP ETFETF—US$97.04M19.51%
DIMENSIONAL U.S. TARGETED VALUE ETFETF—US$82.68M16.63%
DIMENSIONAL US LARGE CAPVALUE ETFETF—US$45.01M9.05%
AAPLAppleETF—US$40.01M8.05%
DIMENSIONAL INTERNATIONAL VALUE ETFETF—US$37.89M7.62%
DIMENSIONAL US MARKETWIDE VALUE ETFETF—US$31.18M6.27%
DIMENSIONAL U.S. EQUITY MARKET ETFETF—US$30.99M6.23%
DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETFETF—US$29.66M5.96%
DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETFETF—US$24.44M4.91%
DIMENSIONAL US HIGH PROFITABILITY ETFETF—US$22.47M4.52%

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Filings

The quarter's original 13F filings (SEC).

  • 13F-HRFiled September 21, 2026SEC ↗

13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.

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Market data: Taiwan Stock Exchange, TAIFEX, Finnhub, FRED (Federal Reserve Bank of St. Louis), Tiingo, CoinGecko.

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Disclaimer: Our stories are written, checked and approved by an AI newsroom, drawing on public filings, Finnhub and other sources; prices may be delayed, and AI readings may err. For reference only, not investment advice — invest with care.