PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV — 13F holdings
PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV reported 41 holdings worth $129M in its 13F filing for Q2 2026, filed August 7, 2026.
Largest positions
- DIMENSIONAL ETF TRUST — $16.6M (12.9%)
- DFUS DIMENSIONAL ETF TRUST — $16.5M (12.8%)
- DFUV DIMENSIONAL ETF TRUST — $15.9M (12.3%)
- DFIC DIMENSIONAL ETF TRUST — $12.7M (9.9%)
- DIMENSIONAL ETF TRUST — $11.6M (9.0%)
- DIMENSIONAL ETF TRUST — $11.1M (8.7%)
- DFSD DIMENSIONAL ETF TRUST — $8.76M (6.8%)
- DFEM DIMENSIONAL ETF TRUST — $5.67M (4.4%)
- DIMENSIONAL ETF TRUST — $4.84M (3.8%)
- DFLV DIMENSIONAL ETF TRUST — $4.50M (3.5%)