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DAVID WITTER

Financial Harvest, Llc

Assets Managed
$169.806M
Holdings
57
Last Quarter
2026 - Q1
Filed Date
4d ago
Growth Rate
4.84%(2Q avg: 6.99%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Financial Harvest, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 57 positions.

Assets under management

The assets under management (AUM) of Financial Harvest, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 169.806M in assets, with a quarterly growth rate of 4.84% and a 2-quarter average growth rate of 6.99%. The portfolio is managed by DAVID WITTER, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
DFAT
Dimensional Us Target Value
Recent Activity
Increased 4.15%
18.67%
$31.702M
507,634 shares@ $62.46 avg price
DFAC
Dimensional Us Core Equity 2
Recent Activity
Increased 6.03%
15.59%
$26.469M
681,131 shares@ $38.87 avg price
DISV
Dimensional International Sm
Recent Activity
Increased 3.58%
11.63%
$19.734M
500,358 shares@ $39.45 avg price
DUHP
Dimensional Us High Profi Et
Recent Activity
Increased 8.84%
8.36%
$14.194M
386,120 shares@ $36.76 avg price
DFIC
Dimensional International Co
Recent Activity
Increased 3.98%
7.55%
$12.811M
360,566 shares@ $35.53 avg price
DFUV
Dimensional Us Marketwide Va
Recent Activity
Decreased -2.83%
5%
$8.477M
174,932 shares@ $48.46 avg price
DFEM
Dimensional Emerging Markets
Recent Activity
Increased 4.74%
4.49%
$7.621M
220,589 shares@ $34.55 avg price
DFAR
Dimensional Us Real Est Etf
Recent Activity
Increased 9.14%
4.1%
$6.959M
294,265 shares@ $23.65 avg price
DXUV
Dimensional Us Vtor Eqty Etf
Recent Activity
Increased 18.5%
2.59%
$4.393M
74,011 shares@ $59.36 avg price
DUSB
Dimension Ultrashort Fi Etf
Recent Activity
Increased 36.85%
2.22%
$3.764M
74,218 shares@ $50.71 avg price

1-10 of 57