Professional Financial Solutions LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 12, 2026), Professional Financial Solutions LLC reported 38 stock positions worth $112.4 million. Its top holding was Dimensional US Target Value (DFAT) at 13.1% of the portfolio, followed by Dimensional US Marketwide Va (DFUV, 12.6%) and Dimensional US Eq MKT ETF (DFUS, 12.5%). Compared with Q4 2025, it opened 1 new position, added to 21 and reduced 11. The biggest buy was Dimensional Short Duration (DFSD, shares +17%) and the biggest sale Broadcom (AVGO, shares −22%).
- Most Recent 13F
- Q2 2026
- Location
- VIENNA, VA
- CIK
- 0001036215
- Portfolio Value
- $112.4M (Q1 2026)
- SEC Filing
- 0001951757-26-000839 ↗ filed May 12, 2026
Holdings Value
Holdings 38 stocks · $112.4M
| DFAT Dimensional US Target Value | 13.11% | 236,033 | $14.7M | Add +2.5% |
| DFUV Dimensional US Marketwide Va | 12.60% | 292,336 | $14.2M | Reduce -0.7% |
| DFUS Dimensional US Eq MKT ETF | 12.55% | 198,869 | $14.1M | Add +3.8% |
| DFIC Dimensional International Co. | 10.13% | 320,580 | $11.4M | Add +7.7% |
| DFAS Dimensional US Small Cap ETF | 8.77% | 138,605 | $9.9M | Add +3.7% |
| DFAC Dimensional US Core Equity 2 | 8.27% | 239,301 | $9.3M | Add +4.5% |
| DFSD Dimensional Short Duration | 7.32% | 171,799 | $8.2M | Add +16.8% |
| DFEM Dimensional Emrg MRKT Core | 4.15% | 135,143 | $4.7M | Add +5.3% |
| DFAR Dimensional US Real Est ETF | 3.49% | 165,929 | $3.9M | Add +20.5% |
| DFLV Dim US Large Cap Value ETF | 3.12% | 98,242 | $3.5M | Add +26.0% |
| DFCF Dimensional Core Fixed Inc. | 2.46% | 65,615 | $2.8M | Add +30.5% |
| AVGO Broadcom Inc. | 1.86% | 6,739 | $2.1M | Reduce -21.7% |
| AAPL Apple Inc. | 1.37% | 6,083 | $1.5M | Reduce -0.4% |
| PLTR Palantir Technologies Inc. Class A | 1.31% | 10,042 | $1.5M | Reduce -6.3% |
| DFAX Dimensional World Ex US Core | 1.14% | 37,764 | $1.3M | Add +0.5% |
| DFAI Dimensional International Co. | 0.76% | 21,811 | $850K | Add +1.4% |
| DFSB Dim GLB Sustain Fix Inc. ETF | 0.66% | 14,290 | $739K | Add +11.8% |
| DFSI Dimensional Int Sus COR1 ETF | 0.64% | 16,901 | $717K | Add +0.3% |
| DFSU Dimensional US Sus CORE1 ETF | 0.55% | 15,157 | $623K | Reduce -2.8% |
| NVDA Nvidia Corp. | 0.55% | 3,513 | $613K | Reduce -6.7% |
| DFIS Dimensional International SM | 0.53% | 17,836 | $601K | Add +0.6% |
| MSFT Microsoft Corp. | 0.40% | 1,210 | $448K | Reduce -12.7% |
| BMY Bristol-Myers Squibb Co. | 0.34% | 6,260 | $380K | Add +0.9% |
| DFIV Dimensional International Va | 0.33% | 7,015 | $370K | No change |
| AVEM Avantis Emerging Markets Eq | 0.32% | 4,507 | $363K | Reduce -1.4% |
| AVSU Avantis Resp US Equity ETF | 0.32% | 4,832 | $357K | Add +4.6% |
| LMT Lockheed Martin Corp. | 0.31% | 574 | $347K | Add +0.7% |
| LOW Lowe's Cos Inc. | 0.29% | 1,396 | $330K | Reduce -12.5% |
| DFSE Dimensional Em Sus CORE1 ETF | 0.29% | 7,699 | $326K | Add +5.9% |
| QQQ Invesco QQQ Trust Series 1 | 0.27% | 532 | $307K | No change |
| DFSV Dimensional US Small Cap Val | 0.27% | 8,755 | $307K | Add +1.4% |
| SCHK Schwab 1000 Index ETF | 0.26% | 9,287 | $291K | No change |
| DFAU Dimensional US Core Equity M | 0.25% | 6,139 | $277K | Add +0.7% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.24% | 606 | $265K | No change |
| AVSD Avantis Reps Intern Equi ETF | 0.21% | 3,212 | $237K | Reduce -2.9% |
| JPM JPMorgan Chase & Co. | 0.19% | 726 | $214K | Reduce -1.6% |
| DFGR Dim Global Real Estate ETF | 0.19% | 7,921 | $211K | No change |
| DFAE Dimensional Emerging Core Eq | 0.18% | 5,910 | $200K | New |
Portfolio Sells Q4 2025 → Q1 2026
| AVGO Broadcom Inc. | Reduce -21.7% | 1.86% | −0.94 |
| PLTR Palantir Technologies Inc. Class A | Reduce -6.3% | 1.31% | −0.48 |
| DFUV Dimensional US Marketwide Va | Reduce -0.7% | 12.60% | −0.25 |
| MSFT Microsoft Corp. | Reduce -12.7% | 0.40% | −0.23 |
| AAPL Apple Inc. | Reduce -0.4% | 1.37% | −0.18 |
| NVDA Nvidia Corp. | Reduce -6.7% | 0.55% | −0.11 |
| DFSU Dimensional US Sus CORE1 ETF | Reduce -2.8% | 0.55% | −0.08 |
| LOW Lowe's Cos Inc. | Reduce -12.5% | 0.29% | −0.07 |
| JPM JPMorgan Chase & Co. | Reduce -1.6% | 0.19% | −0.03 |
| AVSD Avantis Reps Intern Equi ETF | Reduce -2.9% | 0.21% | −0.02 |
| AVEM Avantis Emerging Markets Eq | Reduce -1.4% | 0.32% | −0.01 |
Portfolio Buys Q4 2025 → Q1 2026
| DFSD Dimensional Short Duration | Add +16.8% | 7.32% | +0.71 |
| DFLV Dim US Large Cap Value ETF | Add +26.0% | 3.12% | +0.62 |
| DFAR Dimensional US Real Est ETF | Add +20.5% | 3.49% | +0.53 |
| DFIC Dimensional International Co. | Add +7.7% | 10.13% | +0.52 |
| DFCF Dimensional Core Fixed Inc. | Add +30.5% | 2.46% | +0.46 |
| DFAT Dimensional US Target Value | Add +2.5% | 13.11% | +0.26 |
| DFAE Dimensional Emerging Core Eq | New | 0.18% | +0.18 |
| DFEM Dimensional Emrg MRKT Core | Add +5.3% | 4.15% | +0.18 |
| LMT Lockheed Martin Corp. | Add +0.7% | 0.31% | +0.05 |
| DFAS Dimensional US Small Cap ETF | Add +3.7% | 8.77% | +0.04 |
| DFSB Dim GLB Sustain Fix Inc. ETF | Add +11.8% | 0.66% | +0.04 |
| BMY Bristol-Myers Squibb Co. | Add +0.9% | 0.34% | +0.02 |
| DFSE Dimensional Em Sus CORE1 ETF | Add +5.9% | 0.29% | +0.01 |
| DFSV Dimensional US Small Cap Val | Add +1.4% | 0.27% | +0.01 |
| DFAX Dimensional World Ex US Core | Add +0.5% | 1.14% | −0.01 |
| DFAI Dimensional International Co. | Add +1.4% | 0.76% | −0.01 |
| AVSU Avantis Resp US Equity ETF | Add +4.6% | 0.32% | −0.01 |
| DFIS Dimensional International SM | Add +0.6% | 0.53% | −0.01 |
| DFAU Dimensional US Core Equity M | Add +0.7% | 0.25% | −0.02 |
| DFSI Dimensional Int Sus COR1 ETF | Add +0.3% | 0.64% | −0.04 |
| DFAC Dimensional US Core Equity 2 | Add +4.5% | 8.27% | −0.23 |
| DFUS Dimensional US Eq MKT ETF | Add +3.8% | 12.55% | −0.77 |