Asset Dedication, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 30, 2026), Asset Dedication, LLC reported 1,238 stock positions worth $1.6 billion. Its top holding was Dimensional US Core Equity 2 (DFAC) at 12.5% of the portfolio, followed by Dimensional US Target Value (DFAT, 11.2%) and Dimensional Emrg MRKT Val (DFEV, 6.6%). Compared with Q1 2026, it opened 175 new positions, sold out of 50, added to 341 and reduced 263. The biggest buy was Dimensional US Core Equity 2 (DFAC, shares +0%) and the biggest sale Dimensional World Ex US Core (DFAX, shares −7%).
- Most Recent 13F
- Q2 2026
- Location
- SAN FRANCISCO, CA
- CIK
- 0001475896
- Portfolio Value
- $1.6B (Q2 2026)
- SEC Filing
- 0001475896-26-000003 ↗ filed Jul 30, 2026
Holdings Value
Holdings 1,238 stocks · $1.6B
| DFAC Dimensional US Core Equity 2 | 12.46% | 4,464,536 | $198.0M | Add +0.1% |
| DFAT Dimensional US Target Value | 11.21% | 2,548,907 | $178.2M | Add +0.3% |
| DFEV Dimensional Emrg MRKT Val | 6.63% | 2,469,715 | $105.4M | Reduce -3.3% |
| DFEM Dimensional Emrg MRKT Core | 6.30% | 2,462,535 | $100.1M | Reduce -0.9% |
| DFIC Dimensional International Co. | 5.77% | 2,461,908 | $91.7M | Add +2.2% |
| DFAX Dimensional World Ex US Core | 3.65% | 1,572,354 | $57.9M | Reduce -7.4% |
| DISV Dimensional International SM | 3.06% | 1,210,491 | $48.6M | Reduce -0.9% |
| DFUS Dimensional US Eq MKT ETF | 1.85% | 359,582 | $29.5M | Add +8.0% |
| BSCQ Invesco Bulletshares 2026 CB | 1.61% | 1,313,287 | $25.6M | Reduce -3.4% |
| AAPL Apple Inc. | 1.29% | 70,699 | $20.5M | Reduce -1.6% |
| NVDA Nvidia Corp. | 1.07% | 84,866 | $17.0M | Reduce -7.9% |
| BSCR Invesco Bulletshares 2027 CB | 1.05% | 852,276 | $16.7M | Add +1.2% |
| BSCS Invesco Bulletshares 2028 CB | 1.00% | 778,269 | $15.8M | Add +1.1% |
| MDYV SS SPDR S&P 400 MC Val ETF | 0.88% | 147,248 | $14.0M | Reduce -2.7% |
| BSCT Invesco Bulletshares 2029 CB | 0.80% | 683,131 | $12.7M | Add +3.5% |
| AVGO Broadcom Inc. | 0.78% | 32,984 | $12.5M | Reduce -3.1% |
| BSCU Invesco Bulletshares 2030 CB | 0.77% | 737,920 | $12.3M | Add +2.9% |
| CAT Caterpillar Inc. | 0.74% | 11,044 | $11.8M | Reduce -3.6% |
| MSFT Microsoft Corp. | 0.74% | 31,388 | $11.7M | Reduce -1.4% |
| SLYV SS SPDR S&P 600 SC Val ETF | 0.73% | 106,354 | $11.6M | Reduce -4.4% |
| SCHX Schwab US Large-Cap ETF | 0.63% | 339,919 | $10.0M | Reduce -5.9% |
| SCHA Schwab US Small-Cap ETF | 0.59% | 257,540 | $9.3M | Reduce -1.6% |
| IBTG iShares Ibonds Dec 2026 Term | 0.58% | 401,238 | $9.2M | Add +15.7% |
| AMZN Amazon.com Inc. | 0.57% | 37,961 | $9.0M | Add +1.7% |
| BSCV Invesco Bulletshares 2031 CB | 0.57% | 549,142 | $9.0M | Add +4.4% |
| GOOG Alphabet Inc. Class C | 0.55% | 24,776 | $8.8M | Add +2.9% |
| JPM JPMorgan Chase & Co. | 0.54% | 26,184 | $8.6M | Reduce -2.5% |
| WMT Walmart Inc. | 0.54% | 75,312 | $8.5M | Add +0.7% |
| DGRO iShares Core Dividend Growth | 0.49% | 103,140 | $7.8M | Reduce -4.8% |
| BSCW Invesco Bulletshares 2032 CB | 0.49% | 380,309 | $7.8M | Add +6.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.48% | 10,286 | $7.7M | Reduce -0.8% |
| IEFA iShares Core MSCI Eafe ETF | 0.48% | 79,215 | $7.7M | Add +0.6% |
| AXP American Express Co. | 0.45% | 21,263 | $7.2M | Reduce -1.9% |
| FNDE Schwab Fndmntl Em MRK Eq ETF | 0.44% | 177,269 | $7.0M | Reduce -2.5% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.42% | 44,725 | $6.6M | Reduce -11.9% |
| VOO Vanguard S&P 500 ETF | 0.41% | 9,538 | $6.6M | Add +2.5% |
| GS Goldman Sachs Group Inc. | 0.41% | 6,414 | $6.5M | Reduce -1.3% |
| IEMG iShares Core MSCI Emerging | 0.38% | 73,818 | $6.1M | Reduce -1.8% |
| BSCX Invesco Bulletshares 2033 CB | 0.38% | 286,678 | $6.0M | Add +7.2% |
| IBTH iShares Ibonds Dec 2027 Term | 0.37% | 259,757 | $5.8M | Add +7.4% |
| MU Micron Technology Inc. | 0.36% | 5,024 | $5.8M | Reduce -0.5% |
| XOM Exxon Mobil Corp. | 0.36% | 42,130 | $5.8M | Reduce -0.6% |
| IJS iShares S&P Small-Cap 600 Va | 0.35% | 41,242 | $5.6M | Reduce -1.1% |
| IBTI iShares Ibonds Dec 2028 Term | 0.35% | 249,289 | $5.5M | Add +19.6% |
| VTI VG Morningstar TS MKT ETF-US | 0.34% | 14,801 | $5.5M | Add +15.1% |
| IDEV iShares Core MSCI Dev MKTS | 0.34% | 60,580 | $5.4M | Add +2.9% |
| IBTJ iShares Ibonds Dec 2029 Term | 0.34% | 247,828 | $5.4M | Add +13.4% |
| SCHG Schwab US Large-Cap Growth | 0.32% | 152,290 | $5.2M | Add +6.6% |
| V Visa Inc. Class A | 0.32% | 14,974 | $5.1M | Add +2.5% |
| ITOT iShares Core S&P Total U.S. | 0.32% | 31,019 | $5.1M | Add +9.7% |
| IBTM iShares Ibnds Dec 2032 TT | 0.31% | 220,155 | $5.0M | Add +16.5% |
| IBTK iShares Ibonds Dec 2030 Trea | 0.31% | 253,041 | $4.9M | Add +10.2% |
| IBTL iShares Ibonds Dec 2031 Term | 0.31% | 242,011 | $4.9M | Add +15.0% |
| BSMQ Invesco Bulletshares 2026 MB | 0.31% | 206,624 | $4.9M | Add +1.1% |
| GOOGL Alphabet Inc. Class A | 0.31% | 13,594 | $4.9M | Add +3.5% |
| CSCO Cisco Systems Inc. | 0.31% | 41,316 | $4.9M | Reduce -2.3% |
| NFLX Netflix Inc. | 0.30% | 67,827 | $4.8M | Reduce -3.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.29% | 9,235 | $4.6M | Add +2.8% |
| LLY Eli Lilly & Co. | 0.29% | 3,816 | $4.6M | Reduce -6.3% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.28% | 16,074 | $4.5M | Add +6.2% |
| META Meta Platforms Inc. Class A | 0.28% | 8,024 | $4.5M | Add +0.3% |
| AMD Advanced Micro Devices | 0.28% | 7,633 | $4.4M | Reduce -0.7% |
| QQQ Invesco QQQ Trust Series 1 | 0.27% | 5,839 | $4.3M | Add +0.0% |
| SCHB Schwab US Broad Market ETF | 0.26% | 144,400 | $4.2M | Add +0.7% |
| COST Costco Wholesale Corp. | 0.26% | 4,407 | $4.1M | Reduce -1.6% |
| IVE iShares S&P 500 Value ETF | 0.26% | 17,973 | $4.1M | Add +5.6% |
| TRV The Travelers Cos Inc. | 0.25% | 12,070 | $4.0M | Reduce -2.1% |
| JNJ Johnson & Johnson | 0.25% | 15,683 | $4.0M | Reduce -0.0% |
| BSCY Invesco Bulletshares 2034 CB | 0.24% | 186,136 | $3.8M | Add +26.6% |
| KO The Coca-Cola Co. | 0.24% | 46,188 | $3.8M | Add +2.1% |
| VWO Vanguard Ftse Emerging Marke | 0.23% | 62,126 | $3.7M | Add +18.6% |
| VEA Vanguard Ftse Developed ETF | 0.23% | 51,566 | $3.7M | Add +8.0% |
| DFSI Dimensional Int Sus COR1 ETF | 0.23% | 80,540 | $3.6M | Reduce -13.2% |
| ORCL Oracle Corp. | 0.23% | 24,734 | $3.6M | Reduce -4.8% |
| IVV iShares Core S&P 500 ETF | 0.23% | 4,827 | $3.6M | Reduce -9.4% |
| COHR Coherent Corp. | 0.22% | 9,010 | $3.6M | Add +0.1% |
| DFSU Dimensional US Sus CORE1 ETF | 0.22% | 75,372 | $3.5M | Add +16.0% |
| INTC Intel Corp. | 0.22% | 24,538 | $3.4M | Reduce -8.5% |
| IJT iShares S&P Small-Cap 600 GR | 0.21% | 18,870 | $3.4M | Add +0.7% |
| DIA SS SPDR Dow Jones Indus Avg filed as STATE STR SPDR DOW JONES IND | 0.21% | 6,334 | $3.3M | Add +3.3% |
| RTX RTX Corp. | 0.21% | 17,251 | $3.3M | Reduce -1.7% |
| HD Home Depot Inc. | 0.19% | 8,754 | $3.1M | Reduce -0.4% |
| MMM 3M Co. | 0.19% | 19,001 | $3.1M | Add +8.6% |
| DFSE Dimensional Em Sus CORE1 ETF | 0.19% | 62,293 | $3.0M | Reduce -5.0% |
| BSMR Invesco Bulletshares 2027 MB | 0.19% | 124,958 | $3.0M | Add +2.6% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.18% | 13,301 | $2.9M | Add +1.0% |
| MCD McDonald's Corp. | 0.18% | 10,683 | $2.9M | Reduce -5.5% |
| AMGN Amgen Inc. | 0.18% | 7,815 | $2.8M | Add +2.9% |
| SPEM State Street SP PTF Em ETF | 0.17% | 51,894 | $2.7M | Reduce -0.5% |
| VYMI Vanguard Int High DVD YLD Inc. | 0.17% | 27,218 | $2.7M | No change |
| IWB iShares Russell 1000 ETF | 0.17% | 6,475 | $2.7M | Add +6.3% |
| DFIV Dimensional International Va | 0.17% | 48,542 | $2.6M | Add +52.9% |
| SCHF Schwab Intl Equity ETF | 0.16% | 93,763 | $2.6M | Add +25.7% |
| UNH Unitedhealth Group Inc. | 0.16% | 6,239 | $2.6M | Reduce -6.8% |
| DFAS Dimensional US Small Cap ETF | 0.16% | 31,395 | $2.6M | Add +43.0% |
| MA Mastercard Inc. Class A | 0.16% | 5,031 | $2.6M | Reduce -8.0% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.16% | 29,845 | $2.6M | Add +3.1% |
| AVUV Avantis US Small Cap Value | 0.16% | 20,271 | $2.5M | Reduce -5.3% |
| BSMS Invesco Bulletshares 2028 MB | 0.16% | 107,511 | $2.5M | Reduce -1.1% |
| SCHD Schwab US DVD Equity ETF | 0.15% | 74,949 | $2.4M | Add +10.5% |
Other holdings (3): bonds, preferreds, convertibles and warrants · $1K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| STRATEGY INC (MSTR 8 PERP) | SERIES A PERP PF | 17 | $1K | Add +6.3% |
| PGYWW Pagaya Technologies Ltd. -27 | *W EXP 99/99/999 | 2,000 | $105 | Add +100.0% |
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | 3 | $80 | No change |
Lines left out (1) · $8 — a value with no share or principal amount
| Security | Class | Shares | Value |
|---|---|---|---|
| ICVT iShares Convertible Bond ETF | CONV BD ETF | 0 | $8 |
Filed with a value but no share or principal amount (a cash line, a holding rounded to 0 shares), so they are kept out of the holdings, totals and percentages.
Total filed on the 13F, all lines: $1.6B.
Portfolio Sells Q1 2026 → Q2 2026
| DFAX Dimensional World Ex US Core | Reduce -7.4% | 3.65% | −0.39 |
| DISV Dimensional International SM | Reduce -0.9% | 3.06% | −0.32 |
| BSCQ Invesco Bulletshares 2026 CB | Reduce -3.4% | 1.61% | −0.25 |
| NFLX Netflix Inc. | Reduce -3.4% | 0.30% | −0.17 |
| XOM Exxon Mobil Corp. | Reduce -0.6% | 0.36% | −0.14 |
| MSFT Microsoft Corp. | Reduce -1.4% | 0.74% | −0.09 |
| MCD McDonald's Corp. | Reduce -5.5% | 0.18% | −0.06 |
| NVDA Nvidia Corp. | Reduce -7.9% | 1.07% | −0.06 |
| IJJ iShares S&P Mid-Cap 400 Valu | Reduce -11.9% | 0.42% | −0.06 |
| COST Costco Wholesale Corp. | Reduce -1.6% | 0.26% | −0.05 |
| T AT&T Inc. | Reduce -10.5% | 0.07% | −0.05 |
| CRM Salesforce Inc. | Reduce -44.6% | 0.03% | −0.05 |
| DFSI Dimensional Int Sus COR1 ETF | Reduce -13.2% | 0.23% | −0.05 |
| TMUS T-Mobile US Inc. | Reduce -5.7% | 0.10% | −0.05 |
| FNDE Schwab Fndmntl Em MRK Eq ETF | Reduce -2.5% | 0.44% | −0.04 |
| LOW Lowe's Cos Inc. | Reduce -20.0% | 0.09% | −0.04 |
| EMXC iShares MSCI Emr MRK Ex Chna | Reduce -62.3% | 0.03% | −0.04 |
| DGRO iShares Core Dividend Growth | Reduce -4.8% | 0.49% | −0.04 |
| ORCL Oracle Corp. | Reduce -4.8% | 0.23% | −0.04 |
| ACN Accenture PLC Class A | Reduce -78.3% | 0.00% | −0.03 |
| USB US Bancorp | Reduce -53.7% | 0.03% | −0.03 |
| RTX RTX Corp. | Reduce -1.7% | 0.21% | −0.03 |
| SUSA iShares ESG Optimized MSCI U | Reduce -21.9% | 0.14% | −0.03 |
| MA Mastercard Inc. Class A | Reduce -8.0% | 0.16% | −0.03 |
| LMT Lockheed Martin Corp. | Reduce -13.0% | 0.05% | −0.03 |
| ADBE Adobe Inc. | Reduce -46.0% | 0.02% | −0.03 |
| LULU Lululemon Athletica Inc. | Reduce -50.1% | 0.01% | −0.03 |
| NOC Northrop Grumman Corp. | Reduce -8.7% | 0.04% | −0.03 |
| EPD Enterprise Products Partners | Reduce -19.9% | 0.06% | −0.03 |
| INTU Intuit Inc. | Reduce -63.0% | 0.01% | −0.03 |
| VCIT Vanguard Int-Term Corporate | Reduce -94.3% | 0.00% | −0.02 |
| MDYV SS SPDR S&P 400 MC Val ETF | Reduce -2.7% | 0.88% | −0.02 |
| SPLV Invesco S&P 500 Low Volatili | Reduce -34.5% | 0.03% | −0.02 |
| PEP Pepsico Inc. | Reduce -3.4% | 0.07% | −0.02 |
| DHR Danaher Corp. | Reduce -35.1% | 0.03% | −0.02 |
| BSMS Invesco Bulletshares 2028 MB | Reduce -1.1% | 0.16% | −0.02 |
| PG The Procter & Gamble Co. | Reduce -4.4% | 0.13% | −0.02 |
| SCHX Schwab US Large-Cap ETF | Reduce -5.9% | 0.63% | −0.02 |
| GLD SPDR Gold Shares | Reduce -9.5% | 0.04% | −0.02 |
| FNDC Schwab Fndmnt Intl SM Eq ETF | Reduce -13.9% | 0.08% | −0.02 |
| WMB Williams Cos Inc. | Reduce -80.0% | 0.00% | −0.02 |
| JNJ Johnson & Johnson | Reduce -0.0% | 0.25% | −0.02 |
| RDVY First Trust Rising Dividend | Sold out | 0.00% | −0.02 |
| BSMT Invesco Bulletshares 2029 MB | Reduce -4.8% | 0.10% | −0.02 |
| BSJT Invesco Bulletshares 2029 HY | Reduce -43.8% | 0.02% | −0.02 |
| ABT Abbott Laboratories | Reduce -17.5% | 0.03% | −0.02 |
| IVV iShares Core S&P 500 ETF | Reduce -9.4% | 0.23% | −0.02 |
| PTNQ Pacer Trendpilot 100 ETF | Sold out | 0.00% | −0.02 |
| JPM JPMorgan Chase & Co. | Reduce -2.5% | 0.54% | −0.01 |
| GD General Dynamics Corp. | Reduce -4.9% | 0.10% | −0.01 |
Portfolio Buys Q1 2026 → Q2 2026
| DFAC Dimensional US Core Equity 2 | Add +0.1% | 12.46% | +0.33 |
| DFUS Dimensional US Eq MKT ETF | Add +8.0% | 1.85% | +0.20 |
| DFAT Dimensional US Target Value | Add +0.3% | 11.21% | +0.10 |
| COHR Coherent Corp. | Add +0.1% | 0.22% | +0.07 |
| DELL Dell Technologies -C | Add +0.3% | 0.12% | +0.07 |
| GOOG Alphabet Inc. Class C | Add +2.9% | 0.55% | +0.07 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +139.4% | 0.10% | +0.06 |
| VTI VG Morningstar TS MKT ETF-US | Add +15.1% | 0.34% | +0.06 |
| DFAS Dimensional US Small Cap ETF | Add +43.0% | 0.16% | +0.05 |
| RWJ Invesco S&P Smallcap 600 | New | 0.05% | +0.05 |
| DFIV Dimensional International Va | Add +52.9% | 0.17% | +0.05 |
| GOOGL Alphabet Inc. Class A | Add +3.5% | 0.31% | +0.04 |
| QQQM Invesco Nasdaq 100 ETF | Add +103650.0% | 0.04% | +0.04 |
| ITOT iShares Core S&P Total U.S. | Add +9.7% | 0.32% | +0.04 |
| VWO Vanguard Ftse Emerging Marke | Add +18.6% | 0.23% | +0.04 |
| BSCZ Invesco Bulletshares 2035 CB | Add +320.6% | 0.05% | +0.03 |
| QQQ Invesco QQQ Trust Series 1 | Add +0.0% | 0.27% | +0.03 |
| DFSU Dimensional US Sus CORE1 ETF | Add +16.0% | 0.22% | +0.03 |
| SCHF Schwab Intl Equity ETF | Add +25.7% | 0.16% | +0.03 |
| VXUS Vanguard Total Intl Stock | Add +472.6% | 0.04% | +0.03 |
| LRCX Lam Research Corp. | Add +1.4% | 0.07% | +0.03 |
| SCHG Schwab US Large-Cap Growth | Add +6.6% | 0.32% | +0.03 |
| BSCY Invesco Bulletshares 2034 CB | Add +26.6% | 0.24% | +0.03 |
| AMAT Applied Materials Inc. | Add +4.1% | 0.06% | +0.03 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +0.5% | 0.07% | +0.03 |
| IBM Intl Business Machines Corp. | Add +6.2% | 0.28% | +0.03 |
| IJH iShares Core S&P Midcap ETF | Add +78.9% | 0.06% | +0.03 |
| STX Seagate Technology Holdings | Add +0.5% | 0.05% | +0.03 |
| AMZN Amazon.com Inc. | Add +1.7% | 0.57% | +0.02 |
| PANW Palo Alto Networks Inc. | Add +0.4% | 0.05% | +0.02 |
| VOO Vanguard S&P 500 ETF | Add +2.5% | 0.41% | +0.02 |
| AHR American Healthcare REIT Inc. | Add +133.3% | 0.04% | +0.02 |
| IBTI iShares Ibonds Dec 2028 Term | Add +19.6% | 0.35% | +0.02 |
| IJT iShares S&P Small-Cap 600 GR | Add +0.7% | 0.21% | +0.02 |
| IBTG iShares Ibonds Dec 2026 Term | Add +15.7% | 0.58% | +0.02 |
| FPE FT-Preferred Secur & Inc. ETF | New | 0.02% | +0.02 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Add +225.3% | 0.03% | +0.02 |
| IVW iShares S&P 500 Growth ETF | Add +81.0% | 0.04% | +0.02 |
| IJR iShares Core S&P Small-Cap E | Add +9.3% | 0.14% | +0.02 |
| ARM Arm Holdings PLC-ADR | Add +0.6% | 0.04% | +0.02 |
| VT Vanguard Tot World STK ETF | Add +140.0% | 0.03% | +0.02 |
| SCHV Schwab US Large-Cap Value | Add +11.6% | 0.15% | +0.02 |
| TGT Target Corp. | Add +45.1% | 0.06% | +0.02 |
| VEA Vanguard Ftse Developed ETF | Add +8.0% | 0.23% | +0.02 |
| IBIL iShares Ibonds Oct 2035 Tips | New | 0.02% | +0.02 |
| MMM 3M Co. | Add +8.6% | 0.19% | +0.02 |
| SCHP Schwab U.S. Tips ETF | Add +4442.2% | 0.02% | +0.02 |
| IWB iShares Russell 1000 ETF | Add +6.3% | 0.17% | +0.01 |
| DFAI Dimensional International Co. | Add +146.6% | 0.03% | +0.01 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +3.1% | 0.16% | +0.01 |
Notes & Other Activity Q1 2026 → Q2 2026
| STRATEGY INC (MSTR 8 PERP) | SERIES A PERP PF | Add +6.3% | 17 | $1K |
| PGYWW Pagaya Technologies Ltd. -27 | *W EXP 99/99/999 | Add +100.0% | 2,000 | $105 |
| ICVT iShares Convertible Bond ETF | CONV BD ETF | New | 0 | $8 |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 1,238 | $1.6B | DFAC, DFAT, DFEV, DFEM, DFIC |
| Q1 2026 | 1,111 | $1.4B | DFAC, DFAT, DFEV, DFEM, DFIC |
| Q4 2025 | 1,121 | $1.5B | DFAC, DFAT, DFEV, DFIC, DFEM |
| Q3 2025 | 1,138 | $1.5B | DFAC, DFAT, DFEV, DFEM, DFIC |
| Q2 2025 | 1,176 | $1.4B | DFAC, DFAT, DFEV, DFEM, DFIC |
| Q1 2025 | 1,127 | $1.2B | DFAC, DFAT, DFEV, DFEM, DFIC |
| Q4 2024 | 1,091 | $1.3B | DFAC, DFAT, DFEV, DFEM, DFAX |
| Q3 2024 | 1,143 | $1.5B | DFAC, DFAT, DFAX, DFEV, DFEM |
| Q2 2024 | 1,190 | $1.4B | DFAC, DFAT, DFAX, DFEV, DFEM |
| Q1 2024 | 1,019 | $1.3B | DFAC, DFAT, DFAX, DFEV, DFEM |