Financial Harvest, LLC

Q3 2025 13F Holdings

  • Location
    winter park, FL
  • Num holdings

    58

  • Value ($000)

    $148,418

  • Date Filed
    10/14/2025
  • Form type
    13F-HR
  • CIK
    0002052933
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
DFAT
DFAT

DIMENSIONAL ETF TRUST

US TARGETED VLU
$26.94M
18 %

462,825

DFAC
DFAC

DIMENSIONAL ETF TRUST

US CORE EQUITY 2
$23.64M
16 %

612,878

DISV
DISV

DIMENSIONAL ETF TRUST

INTL SMALL CAP V
$16.44M
11 %

460,576

DUHP
DUHP

DIMENSIONAL ETF TRUST

US HIGH PROFITAB
$12.35M
8 %

326,962

DFIC
DFIC

DIMENSIONAL ETF TRUST

INTL CORE EQUITY
$10.96M
7 %

334,387

DFUV
DFUV

DIMENSIONAL ETF TRUST

US MKTWIDE VALUE
$8.09M
5 %

180,953

DFEM
DFEM

DIMENSIONAL ETF TRUST

EMERGING MKTS CO
$6.38M
4 %

198,853

DFAR
DFAR

DIMENSIONAL ETF TRUST

US REAL ESTATE E
$5.74M
4 %

240,584

DUSB
DUSB

DIMENSIONAL ETF TRUST

ULTRASHORT FIXED
$3.03M
2 %

59,636

---

DIMENSIONAL ETF TRUST

DIMENSIONAL US
$3.00M
2 %

51,252

Rows Per Page
10
  • 10
  • 50
  • 100
1 - 10 of 58