Asset Dedication
$1.6B 13F equity value
1,294 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Asset Dedication covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 4,464,536 | $198M | 12.5% |
| DFAT | DIMENSIONAL ETF TRUST | 2,548,907 | $178M | 11.2% |
| DFEV | DIMENSIONAL ETF TRUST | 2,469,715 | $105M | 6.6% |
| DFEM | DIMENSIONAL ETF TRUST | 2,462,535 | $100M | 6.3% |
| DFIC | DIMENSIONAL ETF TRUST | 2,461,908 | $92M | 5.8% |
| DFAX | DIMENSIONAL ETF TRUST | 1,572,354 | $58M | 3.6% |
| DISV | DIMENSIONAL ETF TRUST | 1,210,491 | $49M | 3.1% |
| DFUS | DIMENSIONAL ETF TRUST | 359,582 | $29M | 1.9% |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | 1,313,287 | $26M | 1.6% |
| AAPL | APPLE INC | 70,699 | $20M | 1.3% |
Track Asset Dedication's 13F portfolio: $1.6B in reported holdings, 1,294 positions. Top holdings and quarterly changes on SentiSense.
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