13F Filings History of Asset Dedication, LLC

Latest 13F report
Q3 2025 - 20 Nov 2025
Value $
$1,488,476,256
Signature - Title
Brian Duvall - Manager
Location
San Francisco, CA
Summary
This page shows a list of all the recent 13F filings made by Asset Dedication, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Asset Dedication, LLC reported 1141 stock holdings with total value $1,488,476,256 as of Q3 2025. Top holdings included DFAC, DFAT, DFEV, DFEM, and DFIC.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2025 1,141 $1,488,476,256 +$50,243,348 -$28,390,545 +$21,852,803 DFAC, DFAT, DFEV, DFEM, DFIC 13F-HR 20 Nov 2025, 08:59
Q2 2025 1,180 $1,377,363,238 +$58,388,948 -$17,387,900 +$41,001,048 DFAC, DFAT, DFEV, DFEM, DFIC 13F-HR 19 Aug 2025, 10:03
Q1 2025 1,130 $1,231,945,885 +$35,745,092 -$51,526,627 -$15,781,535 DFAC, DFAT, DFEV, DFEM, DFIC 13F-HR 01 May 2025, 15:33
Q4 2024 1,093 $1,270,816,224 +$56,723,959 -$220,605,821 -$163,881,862 DFAC, DFAT, DFEV, DFEM, DFAX 13F-HR 22 Jan 2025, 17:51
Q3 2024 1,146 $1,482,530,584 +$61,121,418 -$93,432,765 -$32,311,347 DFAC, DFAT, DFAX, DFEV, DFEM 13F-HR 15 Oct 2024, 16:57
Q2 2024 1,193 $1,441,796,680 +$129,314,352 -$19,764,005 +$109,550,347 DFAC, DFAT, DFAX, DFEV, DFEM 13F-HR 06 Aug 2024, 16:58
Q1 2024 908 $1,338,367,000 +$92,680,585 -$51,888,360 +$40,792,225 DFAC, DFAT, DFAX, DFEV, DFEM 13F-HR 16 Apr 2024, 13:17
Q4 2023 922 $1,229,114,000 +$52,406,847 -$102,838,331 -$50,431,484 DFAT, DFAC, DFAX, DFEV, DFEM 13F-HR 08 Feb 2024, 14:17
Q3 2023 966 $1,174,072,000 +$49,627,556 -$15,699,627 +$33,927,929 DFAC, DFAT, DFAX, DFEV, DFEM 13F-HR 13 Nov 2023, 17:13
Q2 2023 923 $1,172,789,000 +$66,905,071 -$13,773,348 +$53,131,723 DFAC, DFAT, DFAX, DFEM, DFEV 13F-HR 21 Aug 2023, 18:35
Q1 2023 880 $1,079,057,000 +$81,117,501 -$22,702,377 +$58,415,124 DFAT, DFAC, DFAX, DFEM, DFEV 13F-HR 21 Apr 2023, 17:38
Q4 2022 903 $984,624,000 +$81,939,291 -$8,566,000 +$73,373,291 DFAT, DFAC, DFAX, BSCN, DFEV 13F-HR 19 Jan 2023, 14:04
Q3 2022 869 $899,045,543 +$288,317,776 -$7,888,890 +$280,428,886 DFAT, DFAC, BSCM, BSCN, BSCO 13F-HR 27 Oct 2022, 13:56
Q2 2022 480 $637,710,014 +$93,017,717 -$7,229,156 +$85,788,561 DFAT, BSCM, BSCN, DFAC, BSCO 13F-HR 18 Jul 2022, 17:43
Q1 2022 912 $861,046,021 +$111,758,869 -$26,402,272 +$85,356,597 DFAT, DFAC, BSCN, BSCM, BSCO 13F-HR 21 Apr 2022, 15:39
Q4 2021 878 $807,382,694 +$95,560,694 -$11,713,295 +$83,847,399 DFAT, BSCN, DFAC, BSCM, BSCO 13F-HR 20 Jan 2022, 17:28
Q3 2021 984 $758,678,000 +$103,505,089 -$5,218,172 +$98,286,917 BSCL, DFAT, BSCN, BSCM, DFAC 13F-HR 18 Oct 2021, 14:23
Q2 2021 832 $671,204,000 +$211,826,096 -$4,919,091 +$206,907,005 DFAT, BSCL, DFAC, SLYV, SCHX 13F-HR 21 Jul 2021, 17:14
Q1 2021 653 $442,594,000 +$23,871,104 -$111,836,198 -$87,965,094 SCHX, SLYV, BSCL, IJS, BSCN 13F-HR 03 May 2021, 16:48
Q4 2020 733 $501,469,011 +$48,533,281 -$13,250,380 +$35,282,901 BSCL, SCHX, BSCM, SLYV, AAPL 13F-HR 28 Jan 2021, 10:41
Q3 2020 715 $452,800,444 +$91,899,962 -$17,550,300 +$74,349,662 BSCK, SCHX, BSCM, BSCL, AAPL 13F-HR 19 Oct 2020, 18:42
Q2 2020 603 $367,021,000 +$17,760,169 -$35,942,228 -$18,182,059 SCHX, BSCK, BSCM, BSCL, SLYV 13F-HR 24 Aug 2020, 11:38
Q1 2020 601 $336,056,000 +$78,793,825 -$31,320,535 +$47,473,290 BSCK, BSCM, BSCL, SCHX, IEFA 13F-HR 04 May 2020, 18:40
Q4 2019 715 $353,722,000 +$57,332,686 -$2,128,374 +$55,204,312 BSCK, SCHX, BSCL, SCHA, BSCM 13F-HR 31 Jan 2020, 14:46
Q3 2019 577 $300,721,000 +$18,810,983 -$26,988,255 -$8,177,272 BSCK, BSCJ, SCHX, SCHA, BSCL 13F-HR 17 Oct 2019, 15:22
Q2 2019 566 $309,939,000 +$32,786,347 -$14,710,884 +$18,075,463 ITOT, BSCK, BSCJ, SCHX, SCHA 13F-HR 22 Jul 2019, 19:24
Q1 2019 593 $287,122,000 +$31,587,712 -$9,544,941 +$22,042,771 ITOT, SCHX, BSCK, BSCJ, SCHA 13F-HR 18 Apr 2019, 21:08
Q4 2018 561 $243,633,000 +$28,805,989 -$14,132,898 +$14,673,091 ITOT, BSCK, SCHX, SCHA, BSCJ 13F-HR 12 Feb 2019, 12:53
Q3 2018 599 $266,097,000 +$7,210,065 -$38,475,769 -$31,265,704 SCHX, SCHA, IJJ, BSCK, BSCJ 13F-HR 26 Oct 2018, 12:48
Q2 2018 592 $292,757,028 +$95,085,393 -$1,827,419 +$93,257,974 SCHX, SCHA, IJJ, BSCI, BSCK 13F-HR 13 Aug 2018, 06:43
Q1 2018 506 $201,601,000 +$23,083,352 -$18,871,108 +$4,212,244 SCHX, IJJ, SCHB, SCHA, ITOT 13F-HR 19 Apr 2018, 14:34
Q4 2017 463 $248,303,006 +$47,298,343 -$5,644,747 +$41,653,596 SCHX, IJJ, SCHB, VYM, BSCKXXXX 13F-HR 16 Jan 2018, 18:26
Q3 2017 362 $207,378,033 +$15,683,036 -$3,035,775 +$12,647,261 SCHX, IJJ, SCHB, ITOT, BSCKXXXX 13F-HR 17 Oct 2017, 19:00
Q2 2017 368 $198,817,000 +$15,326,304 -$4,845,422 +$10,480,882 SCHX, SCHB, IJJ, ITOT, SCHA 13F-HR 17 Jul 2017, 17:02
Q1 2017 363 $182,699,000 +$14,723,436 -$8,329,144 +$6,394,292 SCHX, SCHB, IJJ, ITOT, SCHA 13F-HR 20 Apr 2017, 17:54
Q4 2016 367 $172,397,000 +$21,933,997 -$7,475,366 +$14,458,631 SCHB, SCHX, IJJ, SCHA, FNDF 13F-HR 17 Jan 2017, 12:01
Q3 2016 392 $158,342,000 +$14,323,040 -$1,190,180 +$13,132,860 SCHB, SCHX, FNDF, IJJ, SCHA Restatement 18 Nov 2016, 15:49
Q2 2016 337 $143,901,000 +$12,314,655 -$4,681,651 +$7,633,004 SCHB, SCHX, FNDF, IJJ, SCHA Restatement 18 Nov 2016, 15:45
Q1 2016 384 $135,969,000 +$15,146,502 -$24,057,246 -$8,910,744 SCHB, SCHX, IJJ, FNDF, ITOT 13F-HR 27 Apr 2016, 15:30
Q4 2015 606 $152,328,000 $0 SCHB, SCHX, FNDF, IJJ, ITOT 13F-HR 16 Feb 2016, 15:28