Professional Financial Solutions LLC /Adv Top Holdings and 13F Report (2026) About Professional Financial Solutions LLC /AdvInvestment ActivityProfessional Financial Solutions LLC /Adv has $131.31 million in total holdings as of September 30, 2026.Professional Financial Solutions LLC /Adv owns shares of 39 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 7.13% of the portfolio was purchased this quarter.About 4.71% of the portfolio was sold this quarter.This quarter, Professional Financial Solutions LLC /Adv has purchased 41 new stocks and bought additional shares in 18 stocks.Professional Financial Solutions LLC /Adv sold shares of 7 stocks and completely divested from 3 stocks this quarter.Largest Holdings Dimensional U.S. Equity ETF $16,948,200Dimensional U.S. Targeted Value ETF $16,049,947Dimensional US Marketwide Value ETF $15,842,725Dimensional International Core Equity 2 ETF $13,399,567Dimensional U.S. Core Equity 2 ETF $11,661,260 Largest New Holdings this Quarter 25239Y147 - DFA INVT DIMENSIONS GROUP IN $4,709,228 Holding Largest Purchases this Quarter DFA INVT DIMENSIONS GROUP IN 194,918 shares (about $4.71M)Dimensional Short-Duration Fixed Income ETF 20,178 shares (about $937.71K)Dimensional US Large Cap Value ETF 14,459 shares (about $580.82K)Dimensional International Core Equity 2 ETF 15,392 shares (about $578.89K)Dimensional Core Fixed Income ETF 13,671 shares (about $548.48K) Largest Sales this Quarter PALANTIR TECHNOLOGIES INC 3,925 shares (about $734.17K)Dimensional US Marketwide Value ETF 359 shares (about $19.74K)Dimensional US Sustainability Core 1 ETF 341 shares (about $16.09K)Dimensional Emerging Core Equity Market ETF 280 shares (about $11.01K)Broadcom 24 shares (about $8.43K) 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 PortfolioSectorDFUSDimensional U.S. Equity ETF$16,948,200$238,047 ▲1.4%204,12112.9%ETFDFATDimensional U.S. Targeted Value ETF$16,049,947$265,759 ▲1.7%241,57112.2%ETFDFUVDimensional US Marketwide Value ETF$15,842,725$19,745 ▼-0.1%288,05012.1%ETFDFICDimensional International Core Equity 2 ETF$13,399,567$578,893 ▲4.5%356,27710.2%ETFDFACDimensional U.S. Core Equity 2 ETF$11,661,260$498,239 ▲4.5%262,3468.9%ETFDFASDimensional U.S. Small Cap ETF$11,252,984$329,422 ▲3.0%145,3508.6%ETFDFSDDimensional Short-Duration Fixed Income ETF$9,461,875$937,711 ▲11.0%203,6047.2%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$5,776,953$232,680 ▲4.2%145,4424.4%ETFDFLVDimensional US Large Cap Value ETF$5,156,234$580,819 ▲12.7%128,3603.9%ETFDFA INVT DIMENSIONS GROUP IN$4,709,228$4,709,228 ▲New Holding194,9183.6%REAL ESTATE SECUDFCFDimensional Core Fixed Income ETF$3,754,686$548,483 ▲17.1%93,5862.9%ETFAAPLApple$2,036,4170.0%6,1151.6%TechnologyAVGOBroadcom$1,740,498$8,429 ▼-0.5%4,9561.3%TechnologyDFAXDimensional World ex U.S. Core Equity 2 ETF$1,410,686$6,071 ▲0.4%38,1061.1%ETFDFAIDimensional International Core Equity Market ETF$1,298,748$370,881 ▲40.0%31,3481.0%ETFPALANTIR TECHNOLOGIES INC$1,083,207$734,172 ▼-40.4%5,7910.8%CL ADFSUDimensional US Sustainability Core 1 ETF$870,820$16,085 ▼-1.8%18,4610.7%ETFNVDANVIDIA$809,835$7,537 ▼-0.9%3,5460.6%TechnologyDFSIDimensional International Sustainability Core 1 ETF$809,7310.0%17,9260.6%ETFDFSBDimensional Global Sustainability Fixed Income ETF$718,024$248 ▲0.0%14,4910.5%ETFDFISDimensional International Small Cap ETF$706,043$32,607 ▲4.8%19,4880.5%ETFMSFTMicrosoft$536,702$10,775 ▲2.0%1,0460.4%TechnologyAVSUAvantis Responsible U.S. Equity ETF$442,160$5,017 ▲1.1%5,0240.3%ETFAVEMAvantis Emerging Markets Equity ETF$408,7490.0%4,3470.3%ETFDFSEDimensional Emerging Markets Sustainability Core 1 ETF$401,409$338 ▲0.1%8,3020.3%ETFQQQInvesco QQQ$393,6300.0%5320.3%ETFDFIVDimensional International Value ETF$391,8580.0%7,0150.3%ETFBMYBristol Myers Squibb$390,437$874 ▲0.2%6,2570.3%HealthcareSCHKSchwab 1000 Index ETF$340,4690.0%9,2870.3%ETFVUGVanguard Growth ETF$327,6400.0%3,6360.2%ETFDFAUDimensional US Core Equity Market ETF$321,4380.0%6,1390.2%ETFAVSDAvantis Responsible International Equity ETF$256,0600.0%3,2140.2%ETFLOWLowe's Companies$255,979$553 ▼-0.2%1,3890.2%Consumer DiscretionaryAMZNAmazon.com$255,379$10,215 ▲4.2%1,0250.2%Consumer DiscretionaryJPMJPMorgan Chase & Co.$240,1830.0%7260.2%FinanceCVSBCalvert Ultra-Short Investment Grade ETF$223,4490.0%4,4300.2%ETFDFGRDimensional Global Real Estate ETF$214,2810.0%7,9220.2%ETFLMTLockheed Martin$208,2590.0%4090.2%IndustrialsDFAEDimensional Emerging Core Equity Market ETF$204,432$11,006 ▼-5.1%5,2010.2%ETFDFARDimensional US Real Estate ETF$0$4,835,414 ▼-100.0%00.0%ETFDFSVDimensional US Small Cap Value ETF$0$344,268 ▼-100.0%00.0%ETFAVUVAvantis U.S. Small Cap Value ETF$0$204,552 ▼-100.0%00.0%ETFShowing largest 100 holdings. 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