Asset Dedication, LLC Portfolio Holdings
Asset Dedication, LLC
- $1.21 Billion
- Q1 2025
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.
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
Summary
- Portfolio
- No. of Stocks 1,131
- Current Value $1.21 Billion
- Prior Value $1.25 Billion
- Filing
- Period Q1 2025
- Filing Date May 01, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 91 stocks
- Additional Purchases 229 stocks
- Sold out of 0 stocks
- Reduced holdings in 308 stocks