Institutional Fund
Professional Financial Solutions LLC /Adv
Vienna, VACIK 10362152 filings on record
Portfolio Value
$112.41M
Q1 2026
Holdings
38
Reported positions
New Buys
1
Opened this quarter
QoQ Change
+5.4%
from $106.68M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Dimensional ETF Trust13.1%
- Dimensional ETF Trust12.6%
- Dimensional ETF Trust12.5%
- Dimensional ETF Trust10.1%
- Dimensional ETF Trust8.8%
- Dimensional ETF Trust8.3%
- Other34.6%
Portfolio Holdings
38 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 236.0K | $14.74M | 13.1% | +5.7K | Added |
| 2 | Dimensional ETF Trust | 292.3K | $14.17M | 12.6% | −1.9K | Reduced |
| 3 | Dimensional ETF Trust | 198.9K | $14.10M | 12.5% | +7.3K | Added |
| 4 | Dimensional ETF Trust | 320.6K | $11.39M | 10.1% | +23.0K | Added |
| 5 | Dimensional ETF Trust | 138.6K | $9.86M | 8.8% | +5.0K | Added |
| 6 | Dimensional ETF Trust | 239.3K | $9.30M | 8.3% | +10.3K | Added |
| 7 | Dimensional ETF Trust | 171.8K | $8.23M | 7.3% | +24.7K | Added |
| 8 | Dimensional ETF Trust | 135.1K | $4.67M | 4.2% | +6.8K | Added |
| 9 | Dimensional ETF Trust | 165.9K | $3.92M | 3.5% | +28.2K | Added |
| 10 | Dimensional ETF Trust | 98.2K | $3.51M | 3.1% | +20.3K | Added |
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