Professional Financial Solutions LLC /Adv Top Holdings and 13F Report (2026) About Professional Financial Solutions LLC /AdvInvestment ActivityProfessional Financial Solutions LLC /Adv has $112.41 million in total holdings as of March 31, 2026.Professional Financial Solutions LLC /Adv owns shares of 38 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 5.56% of the portfolio was purchased this quarter.About 0.86% of the portfolio was sold this quarter.This quarter, Professional Financial Solutions LLC /Adv has purchased 37 new stocks and bought additional shares in 21 stocks.Professional Financial Solutions LLC /Adv sold shares of 11 stocks and completely divested from 0 stocks this quarter.Largest Holdings Dimensional U.S. Targeted Value ETF $14,740,283Dimensional US Marketwide Value ETF $14,166,603Dimensional U.S. Equity ETF $14,101,833Dimensional International Core Equity 2 ETF $11,390,194Dimensional U.S. Small Cap ETF $9,858,990 Largest New Holdings this Quarter 25434V302 - Dimensional Emerging Core Equity Market ETF $200,096 Holding Largest Purchases this Quarter Dimensional Short-Duration Fixed Income ETF 24,683 shares (about $1.18M)Dimensional International Core Equity 2 ETF 23,000 shares (about $817.19K)Dimensional US Large Cap Value ETF 20,252 shares (about $723.20K)Dimensional US Real Estate ETF 28,199 shares (about $666.91K)Dimensional Core Fixed Income ETF 15,328 shares (about $647.15K) Largest Sales this Quarter Broadcom 1,864 shares (about $576.93K)PALANTIR TECHNOLOGIES INC 674 shares (about $98.59K)Dimensional US Marketwide Value ETF 1,922 shares (about $93.14K)Microsoft 176 shares (about $65.17K)Lowe's Companies 200 shares (about $47.26K) Sector Allocation Over TimeMap of 500 Largest Holdings ofProfessional Financial Solutions LLC /Adv Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDFATDimensional U.S. Targeted Value ETF$14,740,283$354,342 â–²2.5%236,03313.1%ETFDFUVDimensional US Marketwide Value ETF$14,166,603$93,140 â–¼-0.7%292,33612.6%ETFDFUSDimensional U.S. Equity ETF$14,101,833$516,864 â–²3.8%198,86912.5%ETFDFICDimensional International Core Equity 2 ETF$11,390,194$817,189 â–²7.7%320,58010.1%ETFDFASDimensional U.S. Small Cap ETF$9,858,990$354,015 â–²3.7%138,6058.8%ETFDFACDimensional U.S. Core Equity 2 ETF$9,299,237$400,996 â–²4.5%239,3018.3%ETFDFSDDimensional Short-Duration Fixed Income ETF$8,225,743$1,181,823 â–²16.8%171,7997.3%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$4,669,198$236,391 â–²5.3%135,1434.2%ETFDFARDimensional US Real Estate ETF$3,924,229$666,908 â–²20.5%165,9293.5%ETFDFLVDimensional US Large Cap Value ETF$3,508,213$723,197 â–²26.0%98,2423.1%ETFDFCFDimensional Core Fixed Income ETF$2,770,252$647,145 â–²30.5%65,6152.5%ETFAVGOBroadcom$2,085,788$576,927 â–¼-21.7%6,7391.9%Computer and TechnologyAAPLApple$1,543,805$6,345 â–¼-0.4%6,0831.4%Computer and TechnologyPALANTIR TECHNOLOGIES INC$1,468,944$98,593 â–¼-6.3%10,0421.3%CL ADFAXDimensional World ex U.S. Core Equity 2 ETF$1,282,827$5,911 â–²0.5%37,7641.1%ETFDFAIDimensional International Core Equity Market ETF$849,757$11,649 â–²1.4%21,8110.8%ETFDFSBDimensional Global Sustainability Fixed Income ETF$739,405$78,132 â–²11.8%14,2900.7%ETFDFSIDimensional International Sustainability Core 1 ETF$716,623$1,781 â–²0.2%16,9010.6%ETFDFSUDimensional US Sustainability Core 1 ETF$622,821$17,957 â–¼-2.8%15,1570.6%ETFNVDANVIDIA$612,667$43,949 â–¼-6.7%3,5130.5%Computer and TechnologyDFISDimensional International Small Cap ETF$600,548$3,266 â–²0.5%17,8360.5%ETFMSFTMicrosoft$448,056$65,172 â–¼-12.7%1,2100.4%Computer and TechnologyBMYBristol Myers Squibb$379,669$3,518 â–²0.9%6,2600.3%MedicalDFIVDimensional International Value ETF$370,2520.0%7,0150.3%ETFAVEMAvantis Emerging Markets Equity ETF$363,185$4,996 â–¼-1.4%4,5070.3%ETFAVSUAvantis Responsible U.S. Equity ETF$357,211$15,746 â–²4.6%4,8320.3%ETFLMTLockheed Martin$346,891$2,417 â–²0.7%5740.3%AerospaceLOWLowe's Companies$329,847$47,256 â–¼-12.5%1,3960.3%Retail/WholesaleDFSEDimensional Emerging Markets Sustainability Core 1 ETF$326,187$18,049 â–²5.9%7,6990.3%ETFQQQInvesco QQQ$307,1160.0%5320.3%FinanceDFSVDimensional US Small Cap Value ETF$306,767$4,380 â–²1.4%8,7550.3%ETFSCHKSchwab 1000 Index ETF$290,9680.0%9,2870.3%ETFDFAUDimensional US Core Equity Market ETF$276,992$2,030 â–²0.7%6,1390.2%ETFVUGVanguard Growth ETF$264,6950.0%6060.2%ETFAVSDAvantis Responsible International Equity ETF$236,531$7,143 â–¼-2.9%3,2120.2%ETFJPMJPMorgan Chase & Co.$213,560$3,530 â–¼-1.6%7260.2%FinanceDFGRDimensional Global Real Estate ETF$210,5470.0%7,9210.2%ETFDFAEDimensional Emerging Core Equity Market ETF$200,096$200,096 â–²New Holding5,9100.2%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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