Professional Financial Solutions

Professional Financial Solutions as of June 30, 2026

Portfolio Holdings for Professional Financial Solutions

Professional Financial Solutions holds 41 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Targeted Vlu (DFAT) 12.9 $17M 238k 69.90
Dimensional Etf Trust Us Equi Mark Etf (DFUS) 12.8 $17M 201k 81.94
Dimensional Etf Trust Us Mktwide Value (DFUV) 12.3 $16M 288k 55.01
Dimensional Etf Trust Intl Core Equity (DFIC) 9.9 $13M 341k 37.26
Dimensional Etf Trust Us Small Cap Etf (DFAS) 9.0 $12M 141k 82.34
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC) 8.7 $11M 251k 44.36
Dimensional Etf Trust Shor Dur Fix Etf (DFSD) 6.8 $8.8M 183k 47.75
Dimensional Etf Trust Emerging Mkts Co (DFEM) 4.4 $5.7M 140k 40.64
Dimensional Etf Trust Us Real Esta Etf (DFAR) 3.8 $4.8M 185k 26.16
Dimensional Etf Trust Us Larg Valu Etf (DFLV) 3.5 $4.5M 114k 39.54
Dimensional Etf Trust Core Fixe In Etf (DFCF) 2.6 $3.4M 80k 42.21
Broadcom (AVGO) 1.5 $1.9M 5.0k 377.75
Apple (AAPL) 1.4 $1.8M 6.1k 289.36
Dimensional Etf Trust World Ex Us Core (DFAX) 1.1 $1.4M 38k 36.84
Palantir Technologies Cl A (PLTR) 0.9 $1.1M 9.7k 116.67
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.7 $924k 22k 41.25
Dimensional Etf Trust Us Sustainabilty (DFSU) 0.7 $877k 19k 46.63
Dimensional Etf Trust International (DFSI) 0.6 $808k 18k 45.10
Dimensional Etf Trust Global Sustaina (DFSB) 0.6 $755k 15k 52.11
NVIDIA Corporation (NVDA) 0.6 $716k 3.6k 200.09
Dimensional Etf Trust Intl Small Cap E (DFIS) 0.5 $651k 19k 35.03
American Centy Etf Tr Avantis Respon U (AVSU) 0.3 $440k 5.0k 88.51
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.3 $420k 4.3k 96.50
Dimensional Etf Trust Emer Mark Su Etf (DFSE) 0.3 $406k 8.3k 48.88
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $392k 532.00 736.54
Microsoft Corporation (MSFT) 0.3 $383k 1.0k 373.17
Dimensional Etf Trust Internatnal Val (DFIV) 0.3 $379k 7.0k 54.02
Bristol Myers Squibb (BMY) 0.3 $360k 6.2k 57.62
Dimensional Etf Trust Us Small Cap Etf (DFSV) 0.3 $344k 8.9k 38.79
Schwab Strategic Tr 1000 Index Etf (SCHK) 0.3 $335k 9.3k 36.06
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.2 $317k 6.1k 51.69
Vanguard Index Fds Growth Etf (VUG) 0.2 $313k 3.6k 86.14
Lowe's Companies (LOW) 0.2 $307k 1.4k 220.49
American Centy Etf Tr Avan Re Intl Etf (AVSD) 0.2 $257k 3.2k 79.88
JPMorgan Chase & Co. (JPM) 0.2 $238k 726.00 327.33
Amazon (AMZN) 0.2 $235k 984.00 238.34
Dimensional Etf Trust Global Real Est (DFGR) 0.2 $230k 7.9k 28.97
Morgan Stanley Etf Trust Calvert Ult Shr (CVSB) 0.2 $224k 4.4k 50.64
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.2 $220k 5.5k 40.21
Lockheed Martin Corporation (LMT) 0.2 $208k 409.00 509.40
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.2 $205k 1.6k 124.73