Asset Dedication, LLC has filed its 13F form on May 01, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.21 Billion distributed in 1131 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 $131M, Dimensional ETF Tr U S Target with a value of $119M, Dimensional ETF Tr Emerging Mk with a value of $68.3M, Dimensional ETF Tr Emerging Mk with a value of $66.2M, and Dimensional ETF Tr Dimensional with a value of $58.8M.
Examining the 13F form we can see an decrease of $41.5M in the current position value, from $1.25B to 1.21B.
Below you can find more details about Asset Dedication, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.21 Billion
ETFs: $854 Million
Technology: $85.7 Million
Financial Services: $48.3 Million
Healthcare: $29.5 Million
Communication Services: $28.7 Million
Consumer Cyclical: $28.2 Million
Industrials: $27.8 Million
Consumer Defensive: $24.2 Million
Other: $19.9 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
