Premier Financial Group

Institutional manager·CIK 0001989061
Latest Qtr return
+13.3%
SPY latest qtr
+6.2%
Alpha
+7.1ptsvs SPY
Invested
$586.8M
Holdings
37
Trades YTD
0

Performance · Fund vs SPY

Cumulative return · quarterly snapshots
+0%+25%Premier +20.4%SPY +20.0%Q3 '25Q4 '25

Coverage 100%. 2 quarters of 2025 measured against SPY adj-close benchmark.

EDITORIAL BRIEF · refreshed Jul 2, 2026

Why follow Premier Financial Group right now?

Premier Financial Group's Q1 2026 13F-HR reports $587M across 37 positions, with the portfolio heavily concentrated in Dimensional Fund Advisors ETFs — ten DFA vehicles account for roughly 98% of disclosed weight. The largest single holding, DIHP (Dimensional International High Profitability ETF), represents 36.0% of the portfolio at 641,693 shares. Value-tilted and small-cap-oriented ETFs — DFAS, DFAT, DFLV, DFIV, DISV, DFUV — collectively account for a further 50.4%.

The one notable position-level change quarter-over-quarter is PLTM (GraniteShares Platinum Trust), where shares increased 73%. Reported quarterly alpha versus SPY reached +7.1% in Q1 2026, following +0.9% in Q4 2025 and -0.5% in Q3 2025; past performance is not indicative of future results.

Generated from public SEC filings. Not investment advice.…

Read the full 119-word brief. Pro members get the complete editorial analysis on every curated manager, plus Sunday Pulse + Stock Picks.

Unlock with Pro — $9.99/mo

Top holdings · current snapshot

Source: 13F-HR
01
$DIHP
DIMENSIONAL INTERNATIONAL HIGH PROFITABILITY ETF
Q4 2025: Increased +1.2% (634.2k → 641.7k shares)
36.0%
-90.4%
~$328.94 Mar 2026
02
$DFAS
DIMENSIONAL U.S. SMALL CAP ETF
Q4 2025: Sold 0.0% (1.18M → 1.18M shares)
14.5%
-2.8%
~$72.10 Mar 2026
03
$DFAT
DIMENSIONAL U.S. TARGETED VALUE ETF
Q4 2025: Sold 0.2% (1.19M → 1.19M shares)
12.7%
-2.0%
~$63.04 Mar 2026
04
$DFLV
DIMENSIONAL US LARGE CAPVALUE ETF
Q4 2025: Increased +0.3% (1.14M → 1.14M shares)
7.0%
-1.4%
~$35.90 Mar 2026
05
$DFIV
DIMENSIONAL INTERNATIONAL VALUE ETF
Q4 2025: Sold 0.6% (709.3k → 705.2k shares)
6.4%
-3.0%
~$53.56 Mar 2026
06
$DISV
DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF
Q4 2025: Increased +0.3% (735.1k → 737.4k shares)
5.0%
-3.5%
~$40.14 Mar 2026
07
$DFUV
DIMENSIONAL US MARKETWIDE VALUE ETF
Q4 2025: Sold 1.9% (585.9k → 574.9k shares)
4.8%
-1.7%
~$48.77 Mar 2026
08
$DFUS
DIMENSIONAL U.S. EQUITY MARKET ETF
Q4 2025: Increased +1.2% (374.0k → 378.3k shares)
4.6%
-2.8%
~$71.84 Mar 2026
09
$DFEM
DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF
Q4 2025: Increased +0.1% (608.1k → 608.8k shares)
3.6%
-4.1%
~$35.07 Mar 2026
10
$DUHP
DIMENSIONAL EMERGING MARKETS SUSTAINABILITY CORE 1 ETF
Q4 2025: Increased +3.9% (524.0k → 544.5k shares)
3.5%
-2.9%
~$37.33 Mar 2026
See all 37 holdings · Pro →

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 · Premier Financial Group

Pattern cards reflect public SEC EDGAR and Congressional filing data only. Detection uses filing dates; trade execution dates may differ. Past convergence patterns do not predict future returns. Nothing here is investment advice.

Source data: SEC EDGAR · 13F-HR filings · Performance through 2026-03-31 · Last refreshed 13:33 UTC.