Financial Harvest, LLC New Holdings in Q2 2025

Financial Harvest, LLC

  • $134 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DFAT
Dimensional ETF Tr U S Target

ETFs
454K
New
$44.8 - $53.97 $20.3M - $24.5M
454K $24.5B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
593K
New
$29.12 - $35.84 $17.3M - $21.2M
593K $21.2B
DISV
Dimensional ETF Tr Dimensional

ETFs
448K
New
$25.93 - $32.91 $11.6M - $14.7M
448K $14.7B
DUHP
Dimensional ETF Tr Dimensional

ETFs
297K
New
$29.36 - $35.56 $8.73M - $10.6M
297K $10.6B
DFIC
Dimensional ETF Tr Dimensional

ETFs
327K
New
$24.94 - $31.15 $8.15M - $10.2M
327K $10.2B
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
186K
New
$36.25 - $42.28 $6.73M - $7.85M
186K $7.85B
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
192K
New
$23.4 - $29.68 $4.48M - $5.69M
192K $5.69B
DFAR
Dimensional ETF Tr Dimensional

ETFs
224K
New
$20.99 - $23.93 $4.69M - $5.35M
224K $5.24B
Dimensional ETF Trust
51.3K
New
N/A
51.3K $2.6B
Dimensional ETF Trust
39.2K
New
N/A
39.2K $2.13B
AAPL
Apple Inc.

Technology
9.71K
New
$172.42 - $223.89 $1.67M - $2.17M
9.71K $1.99B
DFAX
Dimensional ETF Tr
64.2K
New
$23.37 - $29.39 $1.5M - $1.89M
64.2K $1.89B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
18.1K
New
$82.21 - $83.12 $1.49M - $1.5M
18.1K $1.5B
MSFT
Microsoft Corp

Technology
2.94K
New
$354.56 - $497.45 $1.04M - $1.46M
2.94K $1.46B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2.8K
New
$483.48 - $539.8 $1.35M - $1.51M
2.8K $1.36B
Dimensional ETF Trust
36.5K
New
N/A
36.5K $1.13B
KO
Coca Cola CO

Consumer Defensive
15.4K
New
$68.37 - $73.9 $1.05M - $1.14M
15.4K $1.09B
AFL
Aflac Inc

Financial Services
9.25K
New
$99.77 - $112.45 $923K - $1.04M
9.25K $975M
LMT
Lockheed Martin Corp

Industrials
2.09K
New
$430.82 - $486.45 $900K - $1.02M
2.09K $968M
ISHG
Ishares Intl Treasury Bond ETF

ETFs
12.6K
New
$70.32 - $76.56 $884K - $962K
12.6K $962M
DFUS
Dimensional ETF Tr U S Equity

ETFs
14K
New
$53.65 - $67.02 $750K - $937K
14K $937M
DGS
Wisdomtree Emerging Markets Sm

ETFs
16.8K
New
$43.34 - $55.24 $727K - $926K
16.8K $926M
VXF
Vanguard Extended Market ETF

ETFs
4.31K
New
$150.43 - $192.71 $648K - $830K
4.31K $830M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
8.94K
New
$57.14 - $72.68 $511K - $650K
8.94K $650M
ADP
Automatic Data Processing Inc

Industrials
2K
New
$276.76 - $326.81 $552K - $652K
2K $616M
META
Meta Platforms, Inc.

Communication Services
737
New
$484.66 - $738.09 $357K - $544K
737 $544M
DFAU
Dimensional ETF Tr

ETFs
12.6K
New
$34.04 - $42.36 $428K - $533K
12.6K $533M
MRK
Merck & Co., Inc.

Healthcare
6.45K
New
$73.47 - $87.12 $474K - $562K
6.45K $511M
DFIV
Dimensional ETF Tr

ETFs
11.6K
New
$34.67 - $43.21 $402K - $501K
11.6K $497M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
4.57K
New
$102.02 - $103.5 $466K - $472K
4.57K $470M
VBR
Vanguard Small Cap Value ETF

ETFs
2.23K
New
$162.76 - $195.77 $363K - $436K
2.23K $434M
GOOGL
Alphabet Inc.

Communication Services
2.22K
New
$144.7 - $178.6 $321K - $397K
2.22K $391M
TSLA
Tesla, Inc.

Consumer Cyclical
1.19K
New
$221.86 - $362.89 $264K - $431K
1.19K $377M
DIS
Walt Disney CO

Communication Services
3.02K
New
$81.72 - $124.01 $247K - $375K
3.02K $375M
IVE
Ishares S&P 500 Value ETF

ETFs
1.65K
New
$168.34 - $195.42 $278K - $322K
1.65K $322M
IVV
Ishares Core S&P 500 ETF

ETFs
512
New
$498.8 - $620.9 $255K - $318K
512 $318M
DFAE
Dimensional ETF Tr

ETFs
10.9K
New
$22.87 - $28.95 $250K - $317K
10.9K $317M
SO
Southern CO

Utilities
3.36K
New
$84.91 - $92.56 $286K - $311K
3.36K $309M
DFAI
Dimensional ETF Tr

ETFs
8.35K
New
$28.02 - $34.71 $234K - $290K
8.35K $289M
V
Visa Inc.

Financial Services
809
New
$308.27 - $373.31 $249K - $302K
809 $287M
IBM
International Business Machines Corp

Technology
866
New
$221.03 - $294.78 $191K - $255K
866 $255M
Dimensional ETF Trust
3.78K
New
N/A
3.78K $252M
DFSV
Dimensional ETF Tr Dimensional

ETFs
8.54K
New
$24.21 - $29.47 $207K - $252K
8.54K $251M
WMT
Walmart Inc.

Consumer Defensive
2.5K
New
$81.79 - $99.98 $204K - $250K
2.5K $244M
BAC
Bank Of America Corp

Financial Services
4.89K
New
$34.39 - $47.46 $168K - $232K
4.89K $231M
QQQ
Invesco Qqq Trust, Series 1

ETFs
411
New
$416.06 - $551.64 $171K - $227K
411 $227M
PG
Procter & Gamble CO

Consumer Defensive
1.4K
New
$157.66 - $172.39 $221K - $242K
1.4K $223M
MCD
Mcdonalds Corp

Consumer Cyclical
739
New
$285.55 - $321.23 $211K - $237K
739 $216M
ABBV
Abb Vie Inc.

Healthcare
1.16K
New
$170.16 - $206.27 $197K - $238K
1.16K $215M
Activity Summary
Buys All Purchases 55 New Holdings 53 Increased Positions 2 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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