Asset Dedication, LLC - Portfolio overview

Asset Dedication, LLC has 1228 reported holdings in this dataset, with the latest filing dated 2026-05-29.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. DFAC - DIMENSIONAL ETF TRUST, 11.76%
2. DFAT - DIMENSIONAL ETF TRUST, 10.76%
3. DFEV - DIMENSIONAL ETF TRUST, 6.20%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.