Asset Dedication, LLC has filed its 13F form on August 19, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.35 Billion distributed in 1181 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $150M, Dimensional ETF Tr U S Target with a value of $129M, Dimensional ETF Tr Emerging Mk with a value of $76.7M, Dimensional ETF Tr Emerging Mk with a value of $74M, and Dimensional ETF Tr Dimensional with a value of $70.1M.
Examining the 13F form we can see an increase of $139M in the current position value, from $1.21B to 1.35B.
Below you can find more details about Asset Dedication, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.35 Billion
ETFs: $951 Million
Technology: $105 Million
Financial Services: $54.4 Million
Communication Services: $35 Million
Industrials: $31.9 Million
Consumer Cyclical: $30 Million
Healthcare: $26.5 Million
Consumer Defensive: $25.6 Million
Other: $20.7 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
