Professional Financial Solutions LLC
41 holdingsFiling period: 2026-06-30Current AUM: $126.6Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | DFAT | Dimensional ETF Trust | 237.6K | $16.6M | $16.3M | 12.89% | +1.5K | 2026-06-30 |
| 2 | DFUS | Dimensional ETF Trust | 201.3K | $16.5M | $16.1M | 12.73% | +2.4K | 2026-06-30 |
| 3 | DFUV | Dimensional ETF Trust | 288.4K | $15.9M | $16.0M | 12.63% | -3,927 | 2026-06-30 |
| 4 | DFIC | Dimensional ETF Trust | 340.9K | $12.7M | $12.6M | 9.95% | +20.3K | 2026-06-30 |
| 5 | DFAS | Dimensional ETF Trust | 141.1K | $11.6M | $11.0M | 8.68% | +2.5K | 2026-06-30 |
| 6 | DFAC | Dimensional ETF Trust | 251.1K | $11.1M | $11.0M | 8.69% | +11.8K | 2026-06-30 |
| 7 | DFSD | Dimensional ETF Trust | 183.4K | $8.8M | $8.6M | 6.81% | +11.6K | 2026-06-30 |
| 8 | DFEM | Dimensional ETF Trust | 139.6K | $5.7M | $4.9M | 3.89% | +4.4K | 2026-06-30 |
| 9 | DFAR | Dimensional ETF Trust | 184.8K | $4.8M | $4.8M | 3.78% | +18.9K | 2026-06-30 |
| 10 | DFLV | Dimensional ETF Trust | 113.9K | $4.5M | $4.7M | 3.69% | +15.7K | 2026-06-30 |
| 11 | DFCF | Dimensional ETF Trust | 79.9K | $3.4M | $3.3M | 2.59% | +14.3K | 2026-06-30 |
| 12 | AVGO | Broadcom Inc | 5.0K | $1.9M | $1.5M | 1.16% | -1,759 | 2026-06-30 |
| 13 | AAPL | Apple Inc | 6.1K | $1.8M | $2.1M | 1.65% | +32 | 2026-06-30 |
| 14 | DFAX | Dimensional ETF Trust | 37.9K | $1.4M | $1.3M | 1.05% | +178 | 2026-06-30 |
| 15 | PLTR | Palantir Technologies Inc | 9.7K | $1.1M | $1.6M | 1.23% | -326 | 2026-06-30 |
| 16 | DFAI | Dimensional ETF Trust | 22.4K | $923K | $912K | 0.72% | +585 | 2026-06-30 |
| 17 | DFSU | Dimensional ETF Trust | 18.8K | $876K | $878K | 0.69% | +3.6K | 2026-06-30 |
| 18 | DFSI | Dimensional ETF Trust | 17.9K | $808K | $803K | 0.63% | +1.0K | 2026-06-30 |
| 19 | DFSB | Dimensional ETF Trust | 14.5K | $754K | $733K | 0.58% | +196 | 2026-06-30 |
| 20 | NVDA | NVIDIA Corporation | 3.6K | $716K | $668K | 0.53% | +66 | 2026-06-30 |
| 21 | DFIS | Dimensional ETF Trust | 18.6K | $651K | $649K | 0.51% | +752 | 2026-06-30 |
| 22 | AVSU | American Centy ETF TR | 5.0K | $439K | $422K | 0.33% | +135 | 2026-06-30 |
| 23 | AVEM | American Centy ETF TR | 4.3K | $419K | $362K | 0.29% | -160 | 2026-06-30 |
| 24 | DFSE | Dimensional ETF Trust | 8.3K | $405K | $354K | 0.28% | +596 | 2026-06-30 |
| 25 | QQQ | Invesco Qqq TR | 532 | $391K | $348K | 0.28% | -- | 2026-06-30 |
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