account_balance
Investment manager · 13F filer · SEC CIK 1475896
Asset Dedication, LLC
Reported value$1.62Bas of Sep 30, 2026
Positions1179 92 new, 154 sold out
Top 10 weight54%DFAC alone is 13%
FiledNov 334 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
DFAC
Dimensional Etf Trust
12.6%Added
DFAT
Dimensional Etf Trust
10.9%Added
DFEV
Dimensional Etf Trust
6.5%
DFIC
Dimensional Etf Trust
6.1%Added
DFEM
Dimensional Etf Trust
6.1%
DFAX
Dimensional Etf Trust
3.4%Trimmed
DISV
Dimensional Etf Trust
3.3%Added
DFUS
Dimensional Etf Trust
1.9%
BSCQ
Invesco Exch Trd Slf Idx Fd
1.6%
AAPL
Apple INC
1.5%
1169 others
46.0%
Box size is the share of the fund's reported holdings. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
What changed