Professional Financial Solutions LLC: Significant Quarterly Purchases in Dimensional ETFs and Technology Stocks

Investor Activity Overview

Professional Financial Solutions Llc, a registered investment advisor with significant assets under management, has released its latest filing detailing changes to its portfolio holdings as of June 30th, 2026.

Prominent Holdings and Their Weight in the Portfolio

The bulk of Professional Financial Solutions Llc's portfolio value continues to be held within Dimensional Fund Trust exchange-traded funds (ETFs). These include:

• DFIC with a substantial allocation of approximately $12.7 million, representing about 9.87% of the total portfolio value.
• DFUV, valued at around $15.9 million (12.33%), and DFAT ($16.6 million, 12.9%) are also major components.
• DFUS, worth about $16.5 million (12.81%), and DFS ($8.75 million, 6.81%) further demonstrate the concentration in Dimensional ETFs.

Recent Purchases: A Focus on Specific Stocks and ETFs

This quarter has seen considerable buying activity by Professional Financial Solutions Llc across its portfolio:

• The firm significantly increased its position in the Dimensional Fund Intermediate Term Core fund (DFIC), adding over 203,000 shares.
• DFAR, the Dimensional Fund Alternative Risk Premia fund, also saw a large increase in holdings (over 189,000 additional shares).
• Shares of DFLV, the Dimensional Fund Large Cap Value fund, increased by more than 156,000.
• DFCF (Dimensional Fund Core Fund) experienced a substantial boost with over 79,000 new shares acquired.
• The firm also notably purchased shares of the Vanguard Information Technology ETF (VUG), adding approximately 3,636 shares to its existing position. This represents a significant increase in allocation.
• Furthermore, Professional Financial Solutions Llc bought shares of Broadcom Inc (AVGO) and American Century Century ETF Trust (AVUV), though these individual positions are smaller relative to the overall portfolio.
• The Dimensional Fund Core fund (DFCF) also saw a large increase in shares, adding over 14,000 new positions.

No Disclosed Large-Scale Sales This Quarter

Unlike some periods where the firm has sold substantial portions of its holdings (as indicated by "has_large_sells": false), this quarter appears to have focused primarily on accumulation rather than disposal. There were no significant sell activities reported for major positions.

Portfolio Characteristics

The portfolio holds 40 distinct securities, with the top five holdings accounting for approximately 56.94% of its total value (as per "top5_weight_pct"). The sector allocation shows a heavy reliance on Dimensional Fund Trust products under the category "Unknown" (representing ETFs), which constitute about 94.37% of the portfolio's value.

Conclusion

In summary, Professional Financial Solutions Llc demonstrated strong buying interest this quarter, particularly in its Dimensional Fund Trust holdings and a significant purchase of Vanguard Information Technology ETF shares (VUG). The portfolio remains dominated by Dimensional ETFs. For more detailed information on the firm's investment strategy or to view its complete holdings, please visit Professional Financial Solutions Llc profile.