PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV: 13F holdings
CIK 10362152026Q2
| Positions | 41 |
|---|
| Reported value | $128.7m |
|---|
| Filed | 2026-08-07 |
|---|
Change since last quarter
| Positions | 41 (+3 vs prior quarter) |
|---|
| Reported value | $128.7m (+14.5%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| DIMENSIONAL ETF TRUST | 237,571 | $16.6m | 12.9% |
| DFUS DIMENSIONAL ETF TRUST | 201,254 | $16.5m | 12.8% |
| YM=F DIMENSIONAL ETF TRUST | 288,409 | $15.9m | 12.3% |
| DFIC DIMENSIONAL ETF TRUST | 340,885 | $12.7m | 9.9% |
| DIMENSIONAL ETF TRUST | 141,095 | $11.6m | 9.0% |
| DIMENSIONAL ETF TRUST | 251,137 | $11.1m | 8.7% |
| DFSD DIMENSIONAL ETF TRUST | 183,426 | $8.8m | 6.8% |
| DFEM DIMENSIONAL ETF TRUST | 139,584 | $5.7m | 4.4% |
| DIMENSIONAL ETF TRUST | 184,840 | $4.8m | 3.8% |
| WSBC DIMENSIONAL ETF TRUST | 113,901 | $4.5m | 3.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1036215")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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