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Michael McLenigan

Professional Financial Solutions Llc Adv

Assets Managed
$112.407M
Holdings
38
Last Quarter
2026 - Q1
Filed Date
1mo 21d ago
Growth Rate
5.38%(2Q avg: 2.69%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Professional Financial Solutions Llc Adv's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 38 positions.

Assets under management

The assets under management (AUM) of Professional Financial Solutions Llc Adv over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 112.407M in assets, with a quarterly growth rate of 5.38% and a 2-quarter average growth rate of 2.69%. The portfolio is managed by Michael McLenigan, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
DFAT
Dimensional Us Target Value
Recent Activity
Increased 2.47%
13.12%
$14.74M
236,033 shares@ $62.46 avg price
DFUV
Dimensional Us Marketwide Va
Recent Activity
Decreased -0.65%
12.61%
$14.167M
292,336 shares@ $48.47 avg price
DFUS
Dimensional Us Eq Mkt Etf
Recent Activity
Increased 3.81%
12.55%
$14.102M
198,869 shares@ $70.92 avg price
DFIC
Dimensional International Co
Recent Activity
Increased 7.73%
10.14%
$11.39M
320,580 shares@ $35.53 avg price
DFAS
Dimensional Us Small Cap Etf
Recent Activity
Increased 3.73%
8.78%
$9.859M
138,605 shares@ $71.14 avg price
DFAC
Dimensional Us Core Equity 2
Recent Activity
Increased 4.51%
8.28%
$9.299M
239,301 shares@ $38.87 avg price
DFSD
Dimensional Short Duration
Recent Activity
Increased 16.78%
7.32%
$8.226M
171,799 shares@ $47.89 avg price
DFEM
Dimensional Emerging Markets
Recent Activity
Increased 5.34%
4.16%
$4.669M
135,143 shares@ $34.56 avg price
DFAR
Dimensional Us Real Est Etf
Recent Activity
Increased 20.48%
3.5%
$3.924M
165,929 shares@ $23.66 avg price
DFLV
Dim Us Large Cap Value Etf
Recent Activity
Increased 25.97%
3.13%
$3.508M
98,242 shares@ $35.71 avg price

1-10 of 38