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Professional Financial Solutions

Latest statistics and disclosures from Professional Financial Solutions's latest quarterly 13F-HR filing:

Top 5 stock holdings are DFAT, DFUV, DFUS, DFIC, DFAS, and represent 57.17% of Professional Financial Solutions's stock portfolio.
Added to shares of these 10 stocks: DFSD, DFIC, DFLV, DFAR, DFCF, DFUS, DFAC, DFAT, DFAS, DFEM.
Started 1 new stock position in DFAE.
Reduced shares in these 10 stocks: AVGO, PLTR, DFUV, MSFT, LOW, NVDA, DFSU, AVSD, AAPL, AVEM.
Professional Financial Solutions was a net buyer of stock by $5.3M.
Professional Financial Solutions has $112M in assets under management (AUM), dropping by 5.37%.
Central Index Key (CIK): 0001036215

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Portfolio Holdings for Professional Financial Solutions

Professional Financial Solutions holds 38 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us Targeted Vlu (DFAT)	13.1	$15M	+2%	236k	62.45	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	12.6	$14M		292k	48.46	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	12.5	$14M	+3%	199k	70.91	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	10.1	$11M	+7%	321k	35.53	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	8.8	$9.9M	+3%	139k	71.13	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	8.3	$9.3M	+4%	239k	38.86	View chart
Dimensional Etf Trust Short Duration F (DFSD)	7.3	$8.2M	+16%	172k	47.88	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	4.2	$4.7M	+5%	135k	34.55	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	3.5	$3.9M	+20%	166k	23.65	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	3.1	$3.5M	+25%	98k	35.71	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	2.5	$2.8M	+30%	66k	42.22	View chart
Broadcom (AVGO)	1.9	$2.1M	-21%	6.7k	309.51	View chart
Apple (AAPL)	1.4	$1.5M		6.1k	253.79	View chart
Palantir Technologies Cl A (PLTR)	1.3	$1.5M	-6%	10k	146.28	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	1.1	$1.3M		38k	33.97	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.8	$850k		22k	38.96	View chart
Dimensional Etf Trust Global Sustaina (DFSB)	0.7	$739k	+11%	14k	51.74	View chart
Dimensional Etf Trust International (DFSI)	0.6	$717k		17k	42.40	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.6	$623k	-2%	15k	41.09	View chart
NVIDIA Corporation (NVDA)	0.5	$613k	-6%	3.5k	174.40	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.5	$601k		18k	33.67	View chart
Microsoft Corporation (MSFT)	0.4	$448k	-12%	1.2k	370.29	View chart
Bristol Myers Squibb (BMY)	0.3	$380k		6.3k	60.65	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.3	$370k		7.0k	52.78	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.3	$363k		4.5k	80.58	View chart
American Centy Etf Tr Avantis Respon U (AVSU)	0.3	$357k	+4%	4.8k	73.93	View chart
Lockheed Martin Corporation (LMT)	0.3	$347k		574.00	604.34	View chart
Lowe's Companies (LOW)	0.3	$330k	-12%	1.4k	236.28	View chart
Dimensional Etf Trust Emerging Markets (DFSE)	0.3	$326k	+5%	7.7k	42.37	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$307k		532.00	577.29	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.3	$307k		8.8k	35.04	View chart
Schwab Strategic Tr 1000 Index Etf (SCHK)	0.3	$291k		9.3k	31.33	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.2	$277k		6.1k	45.12	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$265k		606.00	436.79	View chart
American Centy Etf Tr Avantis Responsi (AVSD)	0.2	$237k	-2%	3.2k	73.64	View chart
JPMorgan Chase & Co. (JPM)	0.2	$214k		726.00	294.16	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.2	$211k		7.9k	26.58	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.2	$200k	NEW	5.9k	33.86	View chart

Past Filings by Professional Financial Solutions

SEC 13F filings are viewable for Professional Financial Solutions going back to 2025

Professional Financial Solutions 2026 Q1 filed May 12, 2026
Professional Financial Solutions 2025 Q4 filed Feb. 19, 2026

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