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Financial Harvest, LLC

Q1 2026 13F Holdings

  • Location
    winter park, FL
  • Num holdings

    57

  • Value ($000)

    $169,806

  • Date Filed
    05/05/2026
  • 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 Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
D
DFAT

DIMENSIONAL ETF TRUST

US TARGETED VLU
25434V609
$31.7M
19 %

507,634

D
DFAC

DIMENSIONAL ETF TRUST

US CORE EQUITY 2
25434V708
$26.47M
16 %

681,131

D
DISV

DIMENSIONAL ETF TRUST

INTL SMALL CAP V
25434V781
$19.73M
12 %

500,358

D
DUHP

DIMENSIONAL ETF TRUST

US HIGH PROFITAB
25434V831
$14.19M
8 %

386,120

D
DFIC

DIMENSIONAL ETF TRUST

INTL CORE EQUITY
25434V799
$12.81M
8 %

360,566

D
DFUV

DIMENSIONAL ETF TRUST

US MKTWIDE VALUE
25434V724
$8.48M
5 %

174,932

D
DFEM

DIMENSIONAL ETF TRUST

EMERGING MKTS CO
25434V732
$7.62M
5 %

220,589

D
DFAR

DIMENSIONAL ETF TRUST

US REAL ESTATE E
25434V823
$6.96M
4 %

294,265

---

DIMENSIONAL ETF TRUST

DIMENSIONAL US
25434V559
$4.39M
3 %

74,011

D
DUSB

DIMENSIONAL ETF TRUST

ULTRASHORT FIXED
25434V591
$3.76M
2 %

74,218

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