PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV
38 holdingsFiling period: 2026-03-31Current AUM: $125.0Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | DFAT | DIMENSIONAL ETF TRUST | 236.0K | $14.7M | $16.7M | 13.35% | +5.7K | 2026-03-31 |
| 2 | DFUV | DIMENSIONAL ETF TRUST | 292.3K | $14.2M | $16.3M | 13.00% | -1,922 | 2026-03-31 |
| 3 | DFUS | DIMENSIONAL ETF TRUST | 198.9K | $14.1M | $16.2M | 12.97% | +7.3K | 2026-03-31 |
| 4 | DFIC | DIMENSIONAL ETF TRUST | 320.6K | $11.4M | $12.2M | 9.76% | +23.0K | 2026-03-31 |
| 5 | DFAS | DIMENSIONAL ETF TRUST | 138.6K | $9.9M | $11.2M | 8.98% | +5.0K | 2026-03-31 |
| 6 | DFAC | DIMENSIONAL ETF TRUST | 239.3K | $9.3M | $10.6M | 8.51% | +10.3K | 2026-03-31 |
| 7 | DFSD | DIMENSIONAL ETF TRUST | 171.8K | $8.2M | $8.1M | 6.50% | +24.7K | 2026-03-31 |
| 8 | DFEM | DIMENSIONAL ETF TRUST | 135.1K | $4.7M | $5.1M | 4.07% | +6.8K | 2026-03-31 |
| 9 | DFAR | DIMENSIONAL ETF TRUST | 165.9K | $3.9M | $4.4M | 3.55% | +28.2K | 2026-03-31 |
| 10 | DFLV | DIMENSIONAL ETF TRUST | 98.2K | $3.5M | $4.0M | 3.20% | +20.3K | 2026-03-31 |
| 11 | DFCF | DIMENSIONAL ETF TRUST | 65.6K | $2.8M | $2.7M | 2.18% | +15.3K | 2026-03-31 |
| 12 | AVGO | BROADCOM INC | 6.7K | $2.1M | $2.6M | 2.10% | -1,864 | 2026-03-31 |
| 13 | AAPL | APPLE INC | 6.1K | $1.5M | $1.9M | 1.50% | -25 | 2026-03-31 |
| 14 | PLTR | PALANTIR TECHNOLOGIES INC | 10.0K | $1.5M | $1.2M | 0.99% | -674 | 2026-03-31 |
| 15 | DFAX | DIMENSIONAL ETF TRUST | 37.8K | $1.3M | $1.4M | 1.10% | +174 | 2026-03-31 |
| 16 | DFAI | DIMENSIONAL ETF TRUST | 21.8K | $849K | $917K | 0.73% | +299 | 2026-03-31 |
| 17 | DFSB | DIMENSIONAL ETF TRUST | 14.3K | $739K | $725K | 0.58% | +1.5K | 2026-03-31 |
| 18 | DFSI | DIMENSIONAL ETF TRUST | 16.9K | $716K | $776K | 0.62% | +42 | 2026-03-31 |
| 19 | DFSU | DIMENSIONAL ETF TRUST | 15.2K | $622K | $714K | 0.57% | -437 | 2026-03-31 |
| 20 | NVDA | NVIDIA CORPORATION | 3.5K | $612K | $704K | 0.56% | -252 | 2026-03-31 |
| 21 | DFIS | DIMENSIONAL ETF TRUST | 17.8K | $600K | $639K | 0.51% | +97 | 2026-03-31 |
| 22 | MSFT | MICROSOFT CORP | 1.2K | $448K | $562K | 0.45% | -176 | 2026-03-31 |
| 23 | BMY | BRISTOL-MYERS SQUIBB CO | 6.3K | $379K | $408K | 0.33% | +58 | 2026-03-31 |
| 24 | DFIV | DIMENSIONAL ETF TRUST | 7.0K | $370K | $401K | 0.32% | -- | 2026-03-31 |
| 25 | AVEM | AMERICAN CENTY ETF TR | 4.5K | $363K | $403K | 0.32% | -62 | 2026-03-31 |
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