Premier Financial Group
Annual return '25
+43.0%
SPY '25
+17.7%
Alpha
+25.3ptsvs SPY
Invested
$587.3M
Holdings
38
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$DIHP
DIMENSIONAL INTERNATIONAL HIGH PROFITABILITY ETF
Held since at least Q1 2024
36.0%
02
$DFAS
DIMENSIONAL U.S. SMALL CAP ETF
Held since at least Q1 2024
14.5%
03
$DFAT
DIMENSIONAL U.S. TARGETED VALUE ETF
Held since at least Q1 2024
12.7%
04
$DFLV
DIMENSIONAL US LARGE CAPVALUE ETF
Held since at least Q1 2024
7.0%
05
$DFIV
DIMENSIONAL INTERNATIONAL VALUE ETF
Held since at least Q1 2024
6.4%
06
$DISV
DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF
Held since at least Q1 2024
5.0%
07
$DFUV
DIMENSIONAL US MARKETWIDE VALUE ETF
Held since at least Q1 2024
4.8%
08
$DFUS
DIMENSIONAL U.S. EQUITY MARKET ETF
Held since at least Q1 2024
4.6%
09
$DFEM
DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF
Held since at least Q1 2024
3.6%
10
$DUHP
DIMENSIONAL EMERGING MARKETS SUSTAINABILITY CORE 1 ETF
Held since at least Q1 2024
3.5%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 06:32 UTC.