Asset Dedication, LLC Purchases in Q2 2025

Asset Dedication, LLC

  • $1.35 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
218K
+ 5.48%
$29.12 - $35.84 $6.34M - $7.8M
4.19M $150M
DFIC
Dimensional ETF Tr Dimensional

ETFs
136K
+ 6.45%
$24.94 - $31.15 $3.4M - $4.25M
2.25M $70.1M
DFAT
Dimensional ETF Tr U S Target

ETFs
91.1K
+ 3.95%
$44.8 - $53.97 $4.08M - $4.92M
2.4M $129M
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
31.2K
+ 1.24%
$23.66 - $29.99 $738K - $935K
2.56M $76.7M
DFUS
Dimensional ETF Tr U S Equity

ETFs
41.5K
+ 6.59%
$53.65 - $67.02 $2.22M - $2.78M
670K $44.9M
NVDA
Nvidia Corp

Technology
2.33K
+ 2.07%
$94.31 - $157.99 $220K - $368K
115K $18.1M
AVGO
Broadcom Inc.

Technology
42
+ 0.11%
$146.29 - $275.65 $6.14K - $11.6K
37.1K $10.2M
JPM
Jpmorgan Chase & CO

Financial Services
1.52K
+ 4.58%
$210.28 - $289.91 $319K - $440K
34.6K $10M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
81.4K
+ 32.92%
$23.29 - $23.38 $1.9M - $1.9M
329K $7.68M
VTI
Vanguard Total Stock Market Et

ETFs
2.56K
+ 8.99%
$243.75 - $303.93 $623K - $777K
31K $9.42M
NKE
Nike, Inc.

Consumer Cyclical
18.8K
+ 172.21%
$53.27 - $72.04 $1M - $1.35M
29.7K $2.11M
ITOT
Ishares Core S&P Total U.S. St

ETFs
531
+ 0.58%
$108.12 - $135.04 $57.4K - $71.7K
92.6K $12.5M
SPY
Spdr S&P 500 ETF Trust

ETFs
857
+ 8.28%
$496.48 - $617.85 $425K - $529K
11.2K $6.92M
SCHX
Schwab Strategic Tr Us Large C

ETFs
5.52K
+ 1.35%
$19.6 - $24.44 $108K - $135K
415K $10.2M
AVUV
American Centy ETF Tr Avantis

ETFs
10.3K
+ 73.41%
$75.17 - $91.21 $773K - $939K
24.3K $2.21M
CAT
Caterpillar Inc

Industrials
57
+ 0.41%
$273.94 - $388.21 $15.6K - $22.1K
13.8K $5.36M
IBM
International Business Machines Corp

Technology
149
+ 0.9%
$221.03 - $294.78 $32.9K - $43.9K
16.7K $4.91M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
606
+ 8.1%
$456.74 - $568.03 $277K - $344K
8.09K $4.6M
NOW
Service Now, Inc.

Technology
59
+ 2.08%
$721.65 - $1040.18 $42.6K - $61.4K
2.89K $2.97M
IEFA
Ishares Tr

ETFs
103
+ 0.12%
$67.83 - $84.09 $6.99K - $8.66K
83.4K $6.96M
DFAI
Dimensional ETF Tr

ETFs
18.6K
+ 469.81%
$28.02 - $34.71 $521K - $645K
22.5K $779K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
6.25K
+ 5.55%
$67.03 - $80.35 $419K - $502K
119K $9.48M
VEA
Vanguard Ftse Developed Market

ETFs
6.63K
+ 16.49%
$45.65 - $57.01 $303K - $378K
46.9K $2.67M
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
22.5K
+ 228.54%
$26.41 - $26.76 $594K - $602K
32.3K $865K
AMD
Advanced Micro Devices Inc

Technology
2.67K
+ 54.36%
$78.21 - $143.81 $209K - $384K
7.58K $1.08M
SCHG
Schwab Strategic Tr Us Large C

ETFs
103
+ 0.08%
$22.27 - $29.21 $2.29K - $3.01K
135K $3.93M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
22.5K
+ 4.14%
$20.16 - $20.49 $455K - $462K
567K $11.6M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
7.89K
+ 23.26%
$39.89 - $49.46 $315K - $390K
41.8K $2.07M
IWF
Ishares Russell 1000 Gr ETF

ETFs
450
+ 8.91%
$320.42 - $424.58 $144K - $191K
5.5K $2.33M
BSMV
Invesco ETF Self Indexed Fd Tr

ETFs
24.4K
+ 145.07%
$20.08 - $20.98 $491K - $513K
41.3K $851K
CSCO
Cisco Systems, Inc.

Technology
2.03K
+ 4.33%
$53.19 - $69.38 $108K - $141K
48.9K $3.39M
ETN
Eaton Corp PLC

Industrials
112
+ 2.16%
$246.52 - $356.99 $27.6K - $40K
5.31K $1.89M
BSCV
Invesco ETF Self Indexed Fd Tr
24.1K
+ 7.17%
$15.97 - $16.53 $385K - $399K
361K $5.96M
EBAY
Ebay Inc

Consumer Cyclical
5.25K
+ 50.62%
$59.52 - $79.36 $313K - $417K
15.6K $1.16M
BSMU
Invesco Exchange Self Ind Tr

ETFs
21K
+ 54.82%
$20.97 - $21.71 $441K - $456K
59.4K $1.28M
VUG
Vanguard Growth ETF

ETFs
318
+ 7.02%
$329.49 - $438.4 $105K - $139K
4.85K $2.12M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
2.13K
+ 4.52%
$103.88 - $123.68 $221K - $263K
49.2K $6.08M
GOOGL
Alphabet Inc.

Communication Services
395
+ 2.28%
$144.7 - $178.6 $57.2K - $70.5K
17.7K $3.12M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
18.4K
+ 3.71%
$18.28 - $18.7 $336K - $344K
514K $9.61M
WFC
Wells Fargo & Company

Financial Services
4.81K
+ 111.32%
$60.98 - $80.12 $293K - $385K
9.13K $731K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
4.53K
+ 3.45%
$19.1 - $23.83 $86.4K - $108K
136K $3.23M
INTU
Intuit Inc

Technology
68
+ 3.32%
$544.07 - $787.63 $37K - $53.6K
2.11K $1.67M
BSMP
Invesco Bulletshares 2025 Muni

ETFs
16.3K
+ 16.31%
$24.37 - $24.56 $398K - $402K
117K $2.86M
CI
Cigna Corp

Healthcare
1.22K
+ 94.51%
$301.89 - $340.04 $369K - $416K
2.52K $831K
BSMQ
Invesco Bulletshares 2026 Muni

ETFs
16.7K
+ 14.54%
$23.2 - $23.63 $388K - $395K
132K $3.1M
ENB
Enbridge Inc

Energy
8.5K
+ 1957.83%
$41.09 - $47.16 $349K - $401K
8.93K $404K
ETR
Entergy Corp

Utilities
4.4K
+ 901.64%
$79.01 - $86.61 $348K - $381K
4.89K $406K
MMM
3 M CO

Industrials
1.74K
+ 10.17%
$126.09 - $154.15 $219K - $267K
18.8K $2.86M
BSCU
Invesco Exc Self Ind Tr

ETFs
16.1K
+ 3.63%
$16.31 - $16.78 $262K - $270K
459K $7.71M
Activity Summary
Buys All Purchases 443 New Holdings 116 Increased Positions 327 Sells All Sells 188 Reductions 188 Sold out 0 Options Calls 0 Puts 0
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