Asset Dedication, LLC Portfolio Holdings
Asset Dedication, LLC
- $1.35 Billion
- Q2 2025
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.
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 1,181
- Current Value $1.35 Billion
- Prior Value $1.21 Billion
- Filing
- Period Q2 2025
- Filing Date August 19, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 116 stocks
- Additional Purchases 327 stocks
- Sold out of 0 stocks
- Reduced holdings in 188 stocks