Financial Harvest, LLC DFAI — DIMENSIONAL ETF TRUST

Ownership history in Financial Harvest, LLC  ·  5 quarters on record

AI Ownership Summary

Financial Harvest, LLC reported DIMENSIONAL ETF TRUST (DFAI) in 5 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.28% in 2024 Q4. The latest visible filing shows DFAI at 0.18% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this DFAI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Financial Harvest, LLC's position in DIMENSIONAL ETF TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

DFAI was reported at 0.18% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.28% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

DFAI stock page Financial Harvest, LLC fund profile Financial Harvest, LLC full holdings
How Financial Harvest, LLC held DFAI — position size vs. price
% of Fund (quarterly)    DFAI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 7,911 +2 +0.0% 0.18% $308K 2026-05-05 $40.88
2025 Q4 REDUCED — — — 7,909 -54 -0.7% 0.19% $301K 2026-02-10 $41.54
2025 Q3 REDUCED — — — 7,963 -385 -4.6% 0.20% $289K 2025-10-14 $35.94
2025 Q2 REDUCED 25.7% +5.1% ❌ 8,348 -2,894 -25.7% 0.22% $289K 2025-07-14 $34.08
2024 Q4 INITIATED — — — 11,242 — — 0.28% $328K 2025-02-03 $29.17

🏢 Other funds also holding DFAI

As of 2026 Q1 — sorted by position size

Benson Investment Management Company, Inc. 3Y 7Y 33.37% SYM FINANCIAL Corp 3Y 7Y 25.37% Chico Wealth RIA 3Y 23.84% Monument Group Wealth Advisors, LLC 17.56% Financial Alternatives, Inc 3Y 17.43% Pioneer Wealth Management Group 3Y 15.53% Kure Advisory, LLC 15.38% Moisand Fitzgerald Tamayo, LLC 3Y 7Y 15.07% Prudent Man Investment Management, Inc. 13.53% Keyes, Stange & Wooten Wealth Management, LLC 13.21%

FAQ About Financial Harvest, LLC and DFAI

These are the practical questions this page is built to answer before you even open the full history table.

How long has Financial Harvest, LLC reported owning DFAI?

Financial Harvest, LLC reported DFAI across 5 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported DFAI position in Financial Harvest, LLC's portfolio?

The largest reported portfolio weight for DFAI was 0.28% in 2024 Q4.

What is the latest reported DFAI position on this page?

The most recent filing on this page is 2026 Q1, when Financial Harvest, LLC reported 7,911 shares, equal to 0.18% of portfolio, with an estimated market value of $308K.

What does the chart on this DFAI ownership page compare?

The chart compares Financial Harvest, LLC's quarterly DFAI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Financial Harvest, LLC time their DFAI position?

Based on 13F filing dates vs. subsequent DFAI price moves, Financial Harvest, LLC correctly timed 2 out of 4 reported position changes (50%). The annualised alpha on DFAI relative to SPY over the holding period was +11.1%.

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