Asset Dedication, LLC Portfolio Holdings
Asset Dedication, LLC
- $1.46 Billion
- Q3 2024
Asset Dedication, LLC has filed its 13F form on October 15, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.46 Billion distributed in 1149 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 $135M, Dimensional ETF Tr U S Target with a value of $122M, Dimensional ETF Tr with a value of $68.2M, Dimensional ETF Tr Emerging Mk with a value of $67.9M, and Dimensional ETF Tr Emerging Mk with a value of $67M.
Examining the 13F form we can see an increase of $35.7M in the current position value, from $1.43B to 1.46B. Also it can be appreciated an additional of 77 stocks purchases and 1 closed positions.
Below you can find more details about Asset Dedication, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 1,149
- Current Value $1.46 Billion
- Prior Value $1.43 Billion
- Filing
- Period Q3 2024
- Filing Date October 15, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 77 stocks
- Additional Purchases 192 stocks
- Sold out of 1 stocks
- Reduced holdings in 336 stocks