Asset Dedication
$1.4B Assets Reported
1,200 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 4,457,997 | $173M | 12.1% |
| DFAT | DIMENSIONAL ETF TRUST | 2,540,234 | $159M | 11.1% |
| DFEV | DIMENSIONAL ETF TRUST | 2,553,044 | $91M | 6.4% |
| DFEM | DIMENSIONAL ETF TRUST | 2,484,046 | $86M | 6.0% |
| DFIC | DIMENSIONAL ETF TRUST | 2,408,781 | $86M | 6.0% |
| DFAX | DIMENSIONAL ETF TRUST | 1,697,812 | $58M | 4.0% |
| DISV | DIMENSIONAL ETF TRUST | 1,221,023 | $48M | 3.4% |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | 1,359,289 | $27M | 1.9% |
| DFUS | DIMENSIONAL ETF TRUST | 332,888 | $24M | 1.7% |
| AAPL | APPLE INC | 71,879 | $18M | 1.3% |
Track Asset Dedication's 13F portfolio: $1.4B in reported holdings, 1,200 positions. Top holdings, AUM, and quarterly changes on SentiSense.