Professional Financial Solutions

Professional Financial Solutions as of March 31, 2026

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