PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV

VIENNA, VA · CIK 1036215 · 13F filing filed 2026-08-07

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyVienna, VA

$128.7m reported value +14.5% vs Q1 2026

41positions

84.1%in top 10

3 new 23 added 9 reduced 0 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	DIMENSIONAL ETF TRUST US TARGETED VLU DFAT	DFAT	237,571	$16.6m12.90%	12.90%	Added +1.5k	+1,538 0.7%
2	DIMENSIONAL ETF TRUST US EQUITY MARKET DFUS	DFUS	201,254	$16.5m12.81%	12.81%	Added +2.4k	+2,385 1.2%
3	DIMENSIONAL ETF TRUST US MKTWIDE VALUE DFUV	DFUV	288,409	$15.9m12.33%	12.33%	Reduced -3.9k	-3,927 -1.3%
4	DIMENSIONAL ETF TRUST INTL CORE EQUITY DFIC	DFIC	340,885	$12.7m9.87%	9.87%	Added +20.3k	+20,305 6.3%
5	DIMENSIONAL ETF TRUST US SMALL CAP ETF DFAS	DFAS	141,095	$11.6m9.03%	9.03%	Added +2.5k	+2,490 1.8%
6	DIMENSIONAL ETF TRUST US CORE EQUITY 2 DFAC	DFAC	251,137	$11.1m8.66%	8.66%	Added +11.8k	+11,836 5.0%
7	DIMENSIONAL ETF TRUST SHORT DURATION F DFSD	DFSD	183,426	$8.8m6.81%	6.81%	Added +11.6k	+11,627 6.8%
8	DIMENSIONAL ETF TRUST EMERGING MKTS CO DFEM	DFEM	139,584	$5.7m4.41%	4.41%	Added +4.4k	+4,441 3.3%
9	DIMENSIONAL ETF TRUST US REAL ESTATE E US REAL ESTATE E		184,840	$4.8m3.76%	3.76%	Added +18.9k	+18,911 11.4%
10	DIMENSIONAL ETF TRUST US LARGE CAP VAL DFLV	DFLV	113,901	$4.5m3.50%	3.50%	Added +15.7k	+15,659 15.9%
11	DIMENSIONAL ETF TRUST CORE FIXED INCOM DFCF	DFCF	79,915	$3.4m2.62%	2.62%	Added +14.3k	+14,300 21.8%
12	BROADCOM INC COM AVGO	AVGO	4,980	$1.9m1.46%	1.46%	Reduced -1.8k	-1,759 -26.1%
13	APPLE INC COM AAPL	AAPL	6,115	$1.8m1.37%	1.37%	Added +32	+32 0.5%
14	DIMENSIONAL ETF TRUST WORLD EX US CORE DFAX	DFAX	37,942	$1.4m1.09%	1.09%	Added +178	+178 0.5%
15	PALANTIR TECHNOLOGIES INC CL A PLTR	PLTR	9,716	$1.1m0.88%	0.88%	Reduced -326	-326 -3.2%
16	DIMENSIONAL ETF TRUST INTL CORE EQT MK DFAI	DFAI	22,396	$923.8k0.72%	0.72%	Added +585	+585 2.7%
17	DIMENSIONAL ETF TRUST US SUSTAINABILTY DFSU	DFSU	18,802	$876.8k0.68%	0.68%	Added +3.6k	+3,645 24.1%
18	DIMENSIONAL ETF TRUST INTERNATIONAL DFSI	DFSI	17,926	$808.4k0.63%	0.63%	Added +1.0k	+1,025 6.1%
19	DIMENSIONAL ETF TRUST GLOBAL SUSTAINA DFSB	DFSB	14,486	$754.9k0.59%	0.59%	Added +196	+196 1.4%
20	NVIDIA CORPORATION COM NVDA	NVDA	3,579	$716.1k0.56%	0.56%	Added +66	+66 1.9%
21	DIMENSIONAL ETF TRUST INTL SMALL CAP E DFIS	DFIS	18,588	$651.1k0.51%	0.51%	Added +752	+752 4.2%
22	AMERICAN CENTY ETF TR AVANTIS RESPON U AVSU	AVSU	4,967	$439.6k0.34%	0.34%	Added +135	+135 2.8%
23	AMERICAN CENTY ETF TR AVANTIS EMGMKT AVEM	AVEM	4,347	$419.5k0.33%	0.33%	Reduced -160	-160 -3.5%
24	DIMENSIONAL ETF TRUST EMERGING MARKETS DFSE	DFSE	8,295	$405.5k0.32%	0.32%	Added +596	+596 7.7%
25	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	532	$391.8k0.30%	0.30%	Unchanged
26	MICROSOFT CORP COM MSFT	MSFT	1,025	$382.5k0.30%	0.30%	Reduced -185	-185 -15.3%
27	DIMENSIONAL ETF TRUST INTERNATNAL VAL DFIV	DFIV	7,015	$378.9k0.29%	0.29%	Unchanged
28	BRISTOL-MYERS SQUIBB CO COM BMY	BMY	6,243	$359.7k0.28%	0.28%	Reduced -17	-17 -0.3%
29	DIMENSIONAL ETF TRUST US SMALL CAP VAL US SMALL CAP VAL		8,875	$344.3k0.27%	0.27%	Added +120	+120 1.4%
30	SCHWAB STRATEGIC TR 1000 INDEX ETF SCHK	SCHK	9,287	$334.9k0.26%	0.26%	Unchanged
31	DIMENSIONAL ETF TRUST US CORE EQT MKT DFAU	DFAU	6,139	$317.3k0.25%	0.25%	Unchanged
32	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	3,636	$313.2k0.24%	0.24%	Unchanged
33	LOWES COS INC COM LOW	LOW	1,392	$306.9k0.24%	0.24%	Reduced -4	-4 -0.3%
34	AMERICAN CENTY ETF TR AVANTIS RESPONSI AVSD	AVSD	3,214	$256.7k0.20%	0.20%	Added +2	+2 0.1%
35	JPMORGAN CHASE & CO COM JPM	JPM	726	$237.6k0.18%	0.18%	Unchanged
36	AMAZON COM INC COM AMZN	AMZN	984	$234.5k0.18%	0.18%	New
37	DIMENSIONAL ETF TRUST GLOBAL REAL EST DFGR	DFGR	7,922	$229.5k0.18%	0.18%	Added +1	+1 0.0%
38	MORGAN STANLEY ETF TRUST CALVERT ULT SHR CVSB	CVSB	4,430	$224.3k0.17%	0.17%	New
39	DIMENSIONAL ETF TRUST EMGR CRE EQT MNG DFAE	DFAE	5,481	$220.4k0.17%	0.17%	Reduced -429	-429 -7.3%
40	LOCKHEED MARTIN CORP COM LMT	LMT	409	$208.3k0.16%	0.16%	Reduced -165	-165 -28.8%
41	AMERICAN CENTY ETF TR US SML CP VALU AVUV	AVUV	1,640	$204.6k0.16%	0.16%	New