PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV

CIK 0001036215 · FALLS CHRUCH, VA · Quarter end: 2026-06-30 · Filed on: 2026-08-07 · Open the SEC source

PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV reported 41 positions worth $128.7M as of June 30, 2026 (13F filed August 7, 2026). Largest holding: DFAT (12.9%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$128.7M
2026 Q2
Positions
41
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
84.1%
Est. Net Flow (Q)
2026 Q2
10 / 41 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1DFATDIMENSIONAL ETF TRUSTSH$16.6M12.90%237,571
2DFUSDIMENSIONAL ETF TRUSTSH$16.5M12.81%201,254
3DFUVDIMENSIONAL ETF TRUSTSH$15.9M12.33%288,409
4DFICDIMENSIONAL ETF TRUSTSH$12.7M9.87%340,885
5DFASDIMENSIONAL ETF TRUSTSH$11.6M9.03%141,095
6DFACDIMENSIONAL ETF TRUSTSH$11.1M8.66%251,137
7DFSDDIMENSIONAL ETF TRUSTSH$8.8M6.81%183,426
8DFEMDIMENSIONAL ETF TRUSTSH$5.7M4.41%139,584
9DFARDIMENSIONAL ETF TRUSTSH$4.8M3.76%184,840
10DFLVDIMENSIONAL ETF TRUSTSH$4.5M3.50%113,901

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV hold as of Q2 2026?

PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV reported 41 positions worth $128.7M in its Q2 2026 13F filing. Largest positions: DFAT (12.9%), DFUS (12.8%), DFUV (12.3%), DFIC (9.9%) and DFAS (9.0%).

What did PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.