§ 13F · FUND PROFILE
Freedom Investment Management, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1253.1T (13F)Positions · 841Turnover · — · Q4Filed · Feb 6, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$4.1T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 6, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | DUHP | DIMENSIONAL ETF TRUST | 1.38M | $52.5T | 15.3% | −5% |
| 2 | DFUS | DIMENSIONAL ETF TRUST | 581K | $43.1T | 12.5% | −7% |
| 3 | DFIC | DIMENSIONAL ETF TRUST | 922K | $31.8T | 9.2% | −6% |
| 4 | VTV | VANGUARD INDEX FDS | 157K | $29.9T | 8.7% | −5% |
| 5 | EZM | WISDOMTREE TR | 302K | $20.1T | 5.9% | −4% |
| 6 | DFAE | DIMENSIONAL ETF TRUST | 542K | $17.7T | 5.1% | −10% |
| 7 | AVDS | AMERICAN CENTY ETF TR | 227K | $15.8T | 4.6% | −6% |
| 8 | IVLU | ISHARES TR | 340K | $12.9T | 3.8% | −6% |
| 9 | DFEV | DIMENSIONAL ETF TRUST | 351K | $11.8T | 3.4% | −10% |
| 10 | DFSV | DIMENSIONAL ETF TRUST | 306K | $10.1T | 2.9% | −3% |
§ 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 $1253128.3 trillion in assets. The fund runs a broad portfolio of 841 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed