Professional Financial Solutions

Professional Financial Solutions as of Dec. 31, 2025

Portfolio Holdings for Professional Financial Solutions

Professional Financial Solutions holds 37 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Equity Market (DFUS) 13.3 $14M 192k 74.17
Dimensional Etf Trust Us Targeted Vlu (DFAT) 12.9 $14M 230k 59.54
Dimensional Etf Trust Us Mktwide Value (DFUV) 12.9 $14M 294k 46.59
Dimensional Etf Trust Intl Core Equity (DFIC) 9.6 $10M 298k 34.46
Dimensional Etf Trust Us Small Cap Etf (DFAS) 8.7 $9.3M 134k 69.67
Dimensional Etf Trust Us Core Equity 2 (DFAC) 8.5 $9.1M 229k 39.59
Dimensional Etf Trust Short Duration F (DFSD) 6.6 $7.1M 147k 47.95
Dimensional Etf Trust Emerging Mkts Co (DFEM) 4.0 $4.2M 128k 33.08
Dimensional Etf Trust Us Real Estate E (DFAR) 3.0 $3.2M 138k 22.90
Broadcom (AVGO) 2.8 $3.0M 8.6k 346.10
Dimensional Etf Trust Us Large Cap Val (DFLV) 2.5 $2.7M 78k 34.21
Dimensional Etf Trust Core Fixed Incom (DFCF) 2.0 $2.1M 50k 42.56
Palantir Technologies Cl A (PLTR) 1.8 $1.9M 11k 177.75
Apple (AAPL) 1.6 $1.7M 6.1k 271.86
Dimensional Etf Trust World Ex Us Core (DFAX) 1.2 $1.2M 38k 32.73
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.8 $820k 22k 38.11
Dimensional Etf Trust International (DFSI) 0.7 $722k 17k 42.85
NVIDIA Corporation (NVDA) 0.7 $702k 3.8k 186.50
Dimensional Etf Trust Us Sustainabilty (DFSU) 0.6 $677k 16k 43.43
Microsoft Corporation (MSFT) 0.6 $671k 1.4k 483.75
Dimensional Etf Trust Global Sustaina (DFSB) 0.6 $662k 13k 51.80
Dimensional Etf Trust Intl Small Cap E (DFIS) 0.5 $584k 18k 32.94
Lowe's Companies (LOW) 0.4 $385k 1.6k 241.16
American Centy Etf Tr Avantis Respon U (AVSU) 0.3 $352k 4.6k 76.30
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.3 $352k 4.6k 77.02
Dimensional Etf Trust Internatnal Val (DFIV) 0.3 $350k 7.0k 49.90
Bristol Myers Squibb (BMY) 0.3 $335k 6.2k 53.94
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $327k 532.00 614.42
Schwab Strategic Tr 1000 Index Etf (SCHK) 0.3 $305k 9.3k 32.80
Dimensional Etf Trust Emerging Markets (DFSE) 0.3 $302k 7.3k 41.48
Vanguard Index Fds Growth Etf (VUG) 0.3 $296k 606.00 487.86
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.3 $285k 6.1k 46.80
Dimensional Etf Trust Us Small Cap Val (DFSV) 0.3 $284k 8.6k 32.89
Lockheed Martin Corporation (LMT) 0.3 $276k 570.00 483.63
American Centy Etf Tr Avantis Responsi (AVSD) 0.2 $246k 3.3k 74.25
JPMorgan Chase & Co. (JPM) 0.2 $238k 738.00 322.22
Dimensional Etf Trust Global Real Est (DFGR) 0.2 $209k 7.9k 26.42