Financial Harvest, LLC
Q2 2025 13F Holdings
- Locationwinter park, FL
- Num holdings
55
- Value ($000)
$133,778
- Date Filed07/14/2025
- Form type13F-HR
- CIK0002052933
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DFAT DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 | $24.49M | 18 % | 453,903 | ||
DFAC DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $21.25M | 16 % | 592,874 | ||
DISV DIMENSIONAL ETF TRUST | INTL SMALL CAP V | 25434V781 | $14.75M | 11 % | 448,041 | ||
DUHP DIMENSIONAL ETF TRUST | US HIGH PROFITAB | 25434V831 | $10.58M | 8 % | 297,442 | ||
DFIC DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 25434V799 | $10.16M | 8 % | 326,840 | ||
DFUV DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 25434V724 | $7.85M | 6 % | 185,603 | ||
DFEM DIMENSIONAL ETF TRUST | EMERGING MKTS CO | 25434V732 | $5.69M | 4 % | 191,661 | ||
DFAR DIMENSIONAL ETF TRUST | US REAL ESTATE E | 25434V823 | $5.24M | 4 % | 223,532 | ||
DUSB DIMENSIONAL ETF TRUST | ULTRASHORT FIXED | 25434V591 | $2.60M | 2 % | 51,289 | ||
DIMENSIONAL ETF TRUST | DIMENSIONAL US | 25434V559 | $2.13M | 2 % | 39,231 |
Rows Per Page
10
- 10
- 50
- 100