Financial Harvest, LLC New Holdings in Q4 2024

Financial Harvest, LLC

  • $118 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DFAT
Dimensional ETF Tr U S Target

ETFs
399K
New
$54.54 - $61.04 $21.8M - $24.4M
399K $22.2B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
528K
New
$33.92 - $36.6 $17.9M - $19.3M
528K $18.3B
DISV
Dimensional ETF Tr Dimensional

ETFs
412K
New
$26.18 - $28.77 $10.8M - $11.9M
412K $10.9B
DUHP
Dimensional ETF Tr Dimensional

ETFs
250K
New
$33.62 - $35.69 $8.4M - $8.91M
250K $8.44B
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
197K
New
$40.38 - $44.35 $7.95M - $8.73M
197K $8.06B
DFIC
Dimensional ETF Tr Dimensional

ETFs
294K
New
$25.61 - $28.0 $7.53M - $8.24M
294K $7.6B
Dimensional ETF Trust
94.6K
New
N/A
94.6K $4.79B
DFAR
Dimensional ETF Tr Dimensional

ETFs
195K
New
$22.72 - $25.76 $4.43M - $5.02M
195K $4.53B
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
172K
New
$26.16 - $28.82 $4.5M - $4.95M
172K $4.5B
AAPL
Apple Inc.

Technology
10.2K
New
$221.69 - $259.02 $2.25M - $2.63M
10.2K $2.54B
NVDA
Nvidia Corp

Technology
11K
New
$117.0 - $148.88 $1.29M - $1.64M
11K $1.91B
DFAX
Dimensional ETF Tr
66.3K
New
$24.76 - $27.04 $1.64M - $1.79M
66.3K $1.65B
MSFT
Microsoft Corp

Technology
3.13K
New
$406.35 - $454.46 $1.27M - $1.42M
3.13K $1.32B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2.83K
New
$442.29 - $483.08 $1.25M - $1.37M
2.83K $1.28B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
15.4K
New
$81.68 - $82.93 $1.25M - $1.27M
15.4K $1.26B
LMT
Lockheed Martin Corp

Industrials
2.4K
New
$479.66 - $614.62 $1.15M - $1.47M
2.4K $1.16B
KO
Coca Cola CO

Consumer Defensive
15.5K
New
$61.74 - $71.71 $954K - $1.11M
15.5K $962M
AFL
Aflac Inc

Financial Services
9.23K
New
$100.37 - $115.27 $926K - $1.06M
9.23K $954M
DFUS
Dimensional ETF Tr U S Equity

ETFs
14K
New
$61.52 - $66.5 $860K - $930K
14K $891M
ISHG
Ishares Intl Treasury Bond ETF

ETFs
13K
New
$67.37 - $73.76 $874K - $956K
13K $874M
DGS
Wisdomtree Emerging Markets Sm

ETFs
14.9K
New
$48.87 - $53.53 $727K - $796K
14.9K $728M
MRK
Merck & Co., Inc.

Healthcare
6.66K
New
$96.31 - $114.76 $641K - $764K
6.66K $662M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
10.9K
New
$60.13 - $67.31 $654K - $733K
10.9K $661M
VBR
Vanguard Small Cap Value ETF

ETFs
3.33K
New
$197.36 - $217.3 $656K - $723K
3.33K $659M
ADP
Automatic Data Processing Inc

Industrials
2.04K
New
$280.08 - $307.97 $571K - $628K
2.04K $597M
AMZN
Amazon Com Inc

Consumer Cyclical
2.57K
New
$180.88 - $232.93 $466K - $600K
2.57K $565M
DFIV
Dimensional ETF Tr

ETFs
15.4K
New
$34.86 - $37.97 $536K - $584K
15.4K $546M
TSLA
Tesla, Inc.

Consumer Cyclical
1.23K
New
$213.65 - $479.86 $263K - $591K
1.23K $498M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
4.81K
New
$100.24 - $101.35 $482K - $488K
4.81K $484M
IVE
Ishares S&P 500 Value ETF

ETFs
2.21K
New
$189.5 - $206.17 $420K - $456K
2.21K $423M
META
Meta Platforms, Inc.

Communication Services
711
New
$554.08 - $632.68 $394K - $450K
711 $416M
GOOGL
Alphabet Inc.

Communication Services
2.18K
New
$161.86 - $196.66 $353K - $429K
2.18K $412M
DFAE
Dimensional ETF Tr

ETFs
14.6K
New
$25.36 - $28.15 $371K - $412K
14.6K $371M
FDL
First Tr Morningstar Dividend

ETFs
9.06K
New
$39.59 - $43.95 $359K - $398K
9.06K $365M
DIS
Walt Disney CO

Communication Services
3.19K
New
$92.39 - $117.6 $295K - $375K
3.19K $355M
IVV
Ishares Core S&P 500 ETF

ETFs
571
New
$570.51 - $610.59 $326K - $349K
571 $336M
DFAI
Dimensional ETF Tr

ETFs
11.2K
New
$29.0 - $31.6 $326K - $355K
11.2K $328M
VB
Vanguard Small Cap ETF

ETFs
1.32K
New
$233.76 - $261.58 $308K - $345K
1.32K $317M
V
Visa Inc.

Financial Services
955
New
$273.87 - $320.91 $262K - $306K
955 $302M
Dimensional ETF Trust
5.61K
New
N/A
5.61K $297M
VONG
Vanguard Russell 1000 Growth E

ETFs
2.73K
New
$95.27 - $107.82 $260K - $294K
2.73K $282M
SO
Southern CO

Utilities
3.35K
New
$81.5 - $94.15 $273K - $315K
3.35K $275M
DFSV
Dimensional ETF Tr Dimensional

ETFs
8.54K
New
$30.18 - $33.87 $258K - $289K
8.54K $263M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2.71K
New
$96.64 - $101.23 $262K - $274K
2.71K $262M
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
4.04K
New
$62.71 - $68.47 $253K - $277K
4.04K $254M
PG
Procter & Gamble CO

Consumer Defensive
1.47K
New
$161.05 - $179.7 $236K - $264K
1.47K $246M
Dimensional ETF Trust
3.78K
New
N/A
3.78K $242M
HD
Home Depot, Inc.

Consumer Cyclical
581
New
$385.02 - $431.37 $224K - $251K
581 $226M
BAC
Bank Of America Corp

Financial Services
4.95K
New
$39.22 - $47.77 $194K - $236K
4.95K $217M
Activity Summary
Buys All Purchases 53 New Holdings 53 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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