Asset Dedication, LLC has filed its 13F form on November 20, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.45 Billion distributed in 1142 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 $164M, Dimensional ETF Tr U S Target with a value of $146M, Dimensional ETF Tr Emerging Mk with a value of $82.8M, Dimensional ETF Tr Emerging Mk with a value of $82.6M, and Dimensional ETF Tr Dimensional with a value of $77.9M.
Examining the 13F form we can see an increase of $107M in the current position value, from $1.35B to 1.45B.
Below you can find more details about Asset Dedication, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.45 Billion
ETFs: $1.04 Billion
Technology: $114 Million
Financial Services: $53.7 Million
Communication Services: $35.6 Million
Industrials: $33.8 Million
Consumer Cyclical: $30.3 Million
Healthcare: $27.1 Million
Consumer Defensive: $24.3 Million
Other: $22.2 Million
Stock Holdings Table Market Cap. of $200 Billions or more
