Asset Dedication, LLC - Portfolio Stock Holdings
Asset Dedication, LLC disclosed 1322 stock positions in a recent SEC 13F filing. $1,616,047,056 of stock holdings were filed, with the largest holdings including DFAC, DFAT, and DFEV. This filing represented positions held on Sept. 30, 2026, and was filed on Nov. 2, 2026.We estimate the fund has a total AUM of $2,932,920,407 and has 7 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
1322Est. Stock Holding Value:
$1,616,047,056Top Stock Holdings By Sector
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Portfolio Stock Holdings - Asset Dedication, LLC
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