Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Asset Dedication, LLC (CIK 1475896) reported $1.43B across 1,107 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DFAC ($173.2M, 12.13%), DFAT ($158.6M, 11.11%), DFEV ($91.3M, 6.40%), DFEM ($85.8M, 6.01%), DFIC ($85.6M, 5.99%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | $173.2M | 12.13% | 4.5M | Added |
| 2 | DFAT | DIMENSIONAL ETF TRUST | $158.6M | 11.11% | 2.5M | Trimmed |
| 3 | DFEV | DIMENSIONAL ETF TRUST | $91.3M | 6.40% | 2.6M | Trimmed |
| 4 | DFEM | DIMENSIONAL ETF TRUST | $85.8M | 6.01% | 2.5M | Trimmed |
| 5 | DFIC | DIMENSIONAL ETF TRUST | $85.6M | 5.99% | 2.4M | Trimmed |
| 6 | DFAX | DIMENSIONAL ETF TRUST | $57.7M | 4.04% | 1.7M | Trimmed |
| 7 | DISV | DIMENSIONAL ETF TRUST | $48.2M | 3.37% | 1.2M | Trimmed |
| 8 | BSCQ | INVESCO EXCH TRD SLF IDX FD | $26.5M | 1.86% | 1.4M | Trimmed |
| 9 | DFUS | DIMENSIONAL ETF TRUST | $23.6M | 1.65% | 332,888 | Trimmed |
| 10 | AAPL | APPLE INC | $18.2M | 1.28% | 71,879 | Trimmed |
| 11 | BSCR | INVESCO EXCH TRD SLF IDX FD | $16.5M | 1.16% | 842,024 | Trimmed |
| 12 | NVDA | NVIDIA CORPORATION | $16.1M | 1.13% | 92,118 | Trimmed |
| 13 | BSCS | INVESCO EXCH TRD SLF IDX FD | $15.7M | 1.10% | 769,824 | Trimmed |
| 14 | MDYV | SPDR SERIES TRUST | $12.9M | 0.90% | 151,326 | Trimmed |
| 15 | BSCT | INVESCO EXCH TRD SLF IDX FD | $12.3M | 0.86% | 660,260 | Added |
| 16 | BSCU | INVESCO EXCH TRD SLF IDX FD | $12.0M | 0.84% | 717,414 | Added |
| 17 | MSFT | MICROSOFT CORP | $11.8M | 0.83% | 31,835 | Trimmed |
| 18 | SLYV | SPDR SERIES TRUST | $10.5M | 0.74% | 111,199 | Trimmed |
| 19 | AVGO | BROADCOM INC | $10.5M | 0.74% | 34,047 | Trimmed |
| 20 | WMT | WALMART INC | $9.3M | 0.65% | 74,773 | Trimmed |
| 21 | SCHX | SCHWAB STRATEGIC TR | $9.3M | 0.65% | 361,084 | Added |
| 22 | BSCV | INVESCO EXCH TRD SLF IDX FD | $8.7M | 0.61% | 526,220 | Added |
| 23 | CAT | CATERPILLAR INC | $8.1M | 0.57% | 11,452 | Trimmed |
| 24 | IBTG | ISHARES TR | $7.9M | 0.56% | 346,921 | Added |
| 25 | JPM | JPMORGAN CHASE & CO | $7.9M | 0.55% | 26,861 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31