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.
Freedom Investment Management, Inc. (CIK 1566653) reported $337.0M across 105 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DUHP ($43.6M, 12.94%), DFUS ($36.3M, 10.79%), DFIC ($31.0M, 9.20%), VTV ($29.7M, 8.83%), EZM ($19.8M, 5.87%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DUHP | DIMENSIONAL ETF TRUST | $43.6M | 12.94% | 1.2M | Trimmed |
| 2 | DFUS | DIMENSIONAL ETF TRUST | $36.3M | 10.79% | 512,578 | Trimmed |
| 3 | DFIC | DIMENSIONAL ETF TRUST | $31.0M | 9.20% | 872,760 | Trimmed |
| 4 | VTV | VANGUARD INDEX FDS | $29.7M | 8.83% | 151,572 | Trimmed |
| 5 | EZM | WISDOMTREE TR | $19.8M | 5.87% | 294,048 | Trimmed |
| 6 | DFAE | DIMENSIONAL ETF TRUST | $17.5M | 5.18% | 515,358 | Trimmed |
| 7 | AVDS | AMERICAN CENTY ETF TR | $14.7M | 4.38% | 205,183 | Trimmed |
| 8 | IVLU | ISHARES TR | $12.9M | 3.83% | 325,506 | Trimmed |
| 9 | REET | ISHARES TR | $11.8M | 3.50% | 469,145 | New |
| 10 | DFSV | DIMENSIONAL ETF TRUST | $10.1M | 3.00% | 288,196 | Trimmed |
| 11 | AVSC | AMERICAN CENTY ETF TR | $10.0M | 2.98% | 161,226 | Trimmed |
| 12 | BOND | PIMCO ETF TR | $9.4M | 2.80% | 102,180 | Added |
| 13 | DFEV | DIMENSIONAL ETF TRUST | $9.2M | 2.73% | 257,431 | Trimmed |
| 14 | XRMI | GLOBAL X FDS | $7.5M | 2.24% | 161,672 | New |
| 15 | SPYV | SPDR SERIES TRUST | $3.9M | 1.17% | 69,679 | Added |
| 16 | DFAT | DIMENSIONAL ETF TRUST | $3.4M | 1.01% | 54,391 | Trimmed |
| 17 | DFAS | DIMENSIONAL ETF TRUST | $3.3M | 0.97% | 45,855 | Trimmed |
| 18 | AGGY | WISDOMTREE TR | $3.2M | 0.95% | 73,841 | Added |
| 19 | BAB | INVESCO EXCH TRADED FD TR II | $3.1M | 0.93% | 115,774 | Added |
| 20 | SPYG | SPDR SERIES TRUST | $2.5M | 0.75% | 25,704 | Added |
| 21 | DFAC | DIMENSIONAL ETF TRUST | $2.3M | 0.69% | 60,073 | Added |
| 22 | AAPL | APPLE INC | $2.2M | 0.67% | 8,832 | Added |
| 23 | DFIV | DIMENSIONAL ETF TRUST | $2.2M | 0.67% | 42,476 | Trimmed |
| 24 | JHMM | JOHN HANCOCK EXCHANGE TRADED | $2.1M | 0.63% | 31,497 | Trimmed |
| 25 | VOO | VANGUARD INDEX FDS | $2.1M | 0.62% | 3,513 | Added |
Source: SEC Form 13F filings · as of 2026-03-31