Asset Dedication, LLC — 13F holdings

Asset Dedication, LLC reported 1,243 holdings worth $1.59B in its 13F filing for Q2 2026, filed July 30, 2026.

Largest positions

  1. DIMENSIONAL ETF TRUST — $198M (12.5%)
  2. DIMENSIONAL ETF TRUST — $178M (11.2%)
  3. DFEV DIMENSIONAL ETF TRUST — $105M (6.6%)
  4. DFEM DIMENSIONAL ETF TRUST — $100M (6.3%)
  5. DFIC DIMENSIONAL ETF TRUST — $91.7M (5.8%)
  6. DFAX DIMENSIONAL ETF TRUST — $57.9M (3.6%)
  7. DISV DIMENSIONAL ETF TRUST — $48.6M (3.1%)
  8. DFUS DIMENSIONAL ETF TRUST — $29.5M (1.9%)
  9. BSCQ INVESCO EXCH TRD SLF IDX FD — $25.6M (1.6%)
  10. AAPL APPLE INC — $20.5M (1.3%)