Asset Dedication, LLC has filed its 13F form on January 26, 2026 for Q4 2025 where it was disclosed a total value porftolio of $1.46 Billion distributed in 1126 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 $168M, Dimensional ETF Tr U S Target with a value of $148M, Dimensional ETF Tr Emerging Mk with a value of $89.3M, Dimensional ETF Tr Emerging Mk with a value of $86.5M, and Dimensional ETF Tr Dimensional with a value of $84.1M.
Examining the 13F form we can see an increase of $9.86M in the current position value, from $1.45B to 1.46B.
Below you can find more details about Asset Dedication, LLC portfolio as well as his latest detailed transactions.
