Asset Dedication, LLC Purchases and Sells in Q3 2025

Asset Dedication, LLC

$1.45 Billion
Q3 2025

Top Buys

Incresed Positions

242 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFAT	117K + 4.88%	$53.36 - $59.69 $6.24M - $6.98M	2.51M $146M
DFAC	75.8K + 1.81%	$36.04 - $38.78 $2.73M - $2.94M	4.26M $164M
DFEM	83.5K + 3.35%	$29.55 - $32.52 $2.47M - $2.71M	2.58M $82.6M
DFIC	123K + 5.45%	$30.76 - $33.01 $3.78M - $4.06M	2.38M $77.9M
DFEV	41.8K + 1.63%	$29.97 - $32.38 $1.25M - $1.35M	2.6M $82.8M
DFUS	27.6K + 4.12%	$67.01 - $72.84 $1.85M - $2.01M	698K $50.6M

New Holdings

80 operations

Stock	Shares change	Price Range	Shares Held	Trade History
EQWL	600 New	$108.47 - $114.7 $65.1K - $68.8K	600 $68K
FV	692 New	$59.23 - $62.14 $41K - $43K	692 $42K
DKNG	1K New	$37.4 - $48.23 $37.4K - $48.2K	1K $37K
XLI	210 New	$147.94 - $154.99 $31.1K - $32.5K	210 $32K
IEI	238 New	$117.65 - $120.08 $28K - $28.6K	238 $28K
IEF	297 New	$93.91 - $97.26 $27.9K - $28.9K	297 $28K

Top Sells

Reduced Positions

315 operations

Stock	Shares change	Price Range	Shares Held	Trade History
NFLX	-137 - 1.82%	$1147.87 - $1297.18 $157K - $178K	7.38K $8.85M
COST	-609 - 10.07%	$915.95 - $994.57 $558K - $606K	5.44K $5.03M
DIA	-1.96K - 24.33%	$435.72 - $463.74 $854K - $909K	6.1K $2.83M
V	-1.32K - 6.68%	$332.09 - $358.86 $438K - $473K	18.4K $6.29M
BRK-A	-1 - 50.0%	$692600.0 - $759798.0 $693K - $760K	1 $754K
ACN	-1.59K - 57.13%	$232.56 - $304.78 $370K - $485K	1.19K $294K

Activity Summary All Purchases 322 New Holdings 80 Increased Positions 242 All Sells 315 Reductions 315 Sold out 0 Calls 0 Puts 0

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