§ 13F · FUND PROFILE
Freedom Investment Management, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $378M (13F)Positions · 164Turnover · — · Q1Filed · Apr 22, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$20M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 22, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | DUHP | DIMENSIONAL ETF TRUST | 1.18M | $44M | 12.9% | −14% |
| 2 | DFUS | DIMENSIONAL ETF TRUST | 513K | $36M | 10.8% | −12% |
| 3 | DFIC | DIMENSIONAL ETF TRUST | 856K | $30M | 9.0% | −7% |
| 4 | VTV | VANGUARD INDEX FDS | 150K | $29M | 8.7% | −5% |
| 5 | EZM | WISDOMTREE TR | 294K | $20M | 5.9% | −2% |
| 6 | DFAE | DIMENSIONAL ETF TRUST | 515K | $17M | 5.2% | −5% |
| 7 | AVDS | AMERICAN CENTY ETF TR | 205K | $15M | 4.4% | −10% |
| 8 | IVLU | ISHARES TR | 326K | $13M | 3.8% | −4% |
| 9 | REET | ISHARES TR | 469K | $12M | 3.5% | NEW |
| 10 | DFSV | DIMENSIONAL ETF TRUST | 287K | $10M | 3.0% | −6% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE FREEDOM SIGNAL
AC read
Freedom Investment Management, Inc. is a Other fund managing $378 million in assets. The fund runs a portfolio of 164 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed