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Premier Financial Group
Premier Financial Group, Inc. is an SEC-registered investment adviser headquartered in Eureka, California. Founded in 1990, the firm specializes in fiduciary wealth management, providing fee-based financial planning and investment advisory services to individuals, families, and businesses. With an employee count estimated at approximately 7 professionals, Premier Financial Group emphasizes personalized portfolio management, comprehensive financial planning, and a client-centered service approach.
Investment Strategy
Premier Financial Group offers individually tailored investment portfolios with a focus on preserving capital and achieving a balance of growth and income, aligned to each client's unique goals and risk profile. The firm emphasizes fiduciary responsibility, continuous monitoring, and quarterly reviews to ensure consistency with client needs and market conditions. Their strategy centers on building long-term financial security through diversified, disciplined asset allocation, grounded in mutual trust, integrity, and objective advice.
Latest 13F Filing Activity
Premier Financial Group filed their most recent 13F report on Sep 30, 2025 disclosing 63 equity positions with a total 13F market value of $374M. The fund increased holdings in Dimensional U S Small Cap Etf, Dimensional U S Targetedvalue Etf, Dimensionl Us Large Cap Value Etf among other positions. Premier Financial Group reduced exposure to Dimensional Us Sus Core 1 Etf, Dimensnl Interntl Sus Core 1 Etf, Dimensnl Emg MRKT Sus Core 1 Etf among others.
Top Holdings
Equity Positions (63)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DFAS | DIMENSIONAL U S SMALL CAP ETF | 21.12% | $79.0M | 1,163,177 | $63.72 | $68.46 | +$2.8M |
D DFAT | DIMENSIONAL U S TARGETEDVALUE ETF | 18.08% | $67.6M | 1,171,295 | $53.97 | $58.21 | +$2.4M |
D DFLV | DIMENSIONL US LARGE CAP VALUE ETF | 9.90% | $37.0M | 1,131,898 | $31.03 | $32.90 | +$1.5M |
D DFIV | DIMENSIONAL INTERNATIONAL VAL ETF | 9.41% | $35.2M | 765,491 | $42.83 | $46.12 | +$543.6K |
D DISV | DIMENSIONAL INTERN SMALLCAP VL ETF | 7.99% | $29.9M | 839,517 | $32.91 | $35.69 | +$957.5K |
Industry Allocation
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