StockDriftsStockDriftsTop 38 Professional Financial Solutions Llc /Adv Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAT | DIMENSIONAL ETF TRUST | 13.11% | 236.0K | $14.7M | +2.46%(+5.67K) | $58.93(+18.08%) | 2026-03-31 | |
| DFUV | DIMENSIONAL ETF TRUST | 12.6% | 292.3K | $14.2M | -0.65%(-1.92K) | $45.64(+20.18%) | 2026-03-31 | |
| DFUS | DIMENSIONAL ETF TRUST | 12.55% | 198.9K | $14.1M | +3.80%(+7.29K) | $73.28(+11.37%) | 2026-03-31 | |
| DFIC | DIMENSIONAL ETF TRUST | 10.13% | 320.6K | $11.4M | +7.73%(+23.00K) | $33.72(+11.53%) | 2026-03-31 | |
| DFAS | DIMENSIONAL ETF TRUST | 8.77% | 138.6K | $9.9M | +3.72%(+4.98K) | $69.11(+17.97%) | 2026-03-31 | |
| DFAC | DIMENSIONAL ETF TRUST | 8.27% | 239.3K | $9.3M | +4.51%(+10.32K) | $39.09(+13.21%) | 2026-03-31 | |
| DFSD | DIMENSIONAL ETF TRUST | 7.32% | 171.8K | $8.2M | +16.78%(+24.68K) | $48.05(-0.62%) | 2026-03-31 | |
| DFEM | DIMENSIONAL ETF TRUST | 4.15% | 135.1K | $4.7M | +5.33%(+6.84K) | $32.64(+20.66%) | 2026-03-31 | |
| DFAR | DIMENSIONAL ETF TRUST | 3.49% | 165.9K | $3.9M | +20.47%(+28.20K) | $23.36(+13.75%) | 2026-03-31 | |
| DFLV | DIMENSIONAL ETF TRUST | 3.12% | 98.2K | $3.5M | +25.97%(+20.25K) | $33.84(+17.33%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +1.55% | +4.72% |
| Top 20 Holdings Unweighted | -8.88% | -24.34% |
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