Premier Financial Group
•CIK: 1989061•Filing: Q4 2025
**Premier Financial Group** manages $384M across a concentrated portfolio of 55 positions. The fund exhibits a significant overweighting in its top holdings, notably allocating $82.8M to DFAS and $71.1M to DFAT. Further substantial exposure is maintained in DFLV ($39.0M) and DFIV ($35.4M). This structure suggests a focused, high-conviction approach within its investment mandate.
Total AUM
$383.5M
QoQ Performance
+2.5%
Positions
55
Top 10 Concentration
97.0%
Latest Filing
Q4 2025
Top Holdings Allocation
DFAS
DFAT
DFLV
DFIV
DISV
DFUS
DFUV
DFEM
DFAS21.6%
DFAT18.5%
DFLV10.2%
DFIV9.2%
DISV7.3%
DFUS7.3%
DFUV7.1%
DFEM5.3%
📈 Biggest Buys
📉 Biggest Sells
DISV
DIMENSIONAL INTERN SMALLCAP VL ETF
-12.4%
7.3% of portfolio
DFIV
DIMENSIONAL INTERNATIONAL VAL ETF
-7.3%
9.2% of portfolio
DIHP
DIMENSIONAL INTERN HIGH PROFIT ETF
-4.6%
5.2% of portfolio
DFEM
DIMENSIONAL EMERG MARK CRE EQY 2 ETF
-4.4%
5.3% of portfolio
DFUS
DIMENSIONAL US EQUITY MARKET ETF
-1.0%
7.3% of portfolio
Sector Breakdown
Other99.7%
ETF0.3%
🚪 Exited Positionssold since Q3 2025
+24 more exited positions
Changes from Q3 2025
NEW21 new positions
↑9 increased
↓17 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025