DOSSIER · 13F-HR · Q2 2026

PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV

$129M in tracked AUM across 41 positions as of Q2 2026.

PF
CIK 0001036215 · last filed Jun 30, 2026
Total AUM
$129M
as of Q2 2026
Holdings
41
positions
Whale Score
67
67
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
DFAT
DIMENSIONAL ETF TRUST
$17M238K12.9%
02
DFUS
DIMENSIONAL ETF TRUST
$16M201K12.8%
03
DFUV
DIMENSIONAL ETF TRUST
$16M288K12.3%
04
DFIC
DIMENSIONAL ETF TRUST
$13M341K9.9%
05
DFAS
DIMENSIONAL ETF TRUST
$12M141K9.0%
06
DFAC
DIMENSIONAL ETF TRUST
$11M251K8.7%
07
DFSD
DIMENSIONAL ETF TRUST
$9M183K6.8%
08
DFEM
DIMENSIONAL ETF TRUST
$6M140K4.4%
09
DFAR
DIMENSIONAL ETF TRUST
$5M185K3.8%
10
DFLV
DIMENSIONAL ETF TRUST
$5M114K3.5%

Filing history

2026Q2Jun 30
$129M 14.5%
41 positionsView →
2026Q1Mar 31
$112M 5.4%
38 positionsView →
2025Q4Dec 31
$107M
37 positionsView →