BFOR — Barron's 400 ETF

Ownership history in Asset Dedication, LLC  ·  24 quarters on record

This page tracks every 13F SEC filing in which Asset Dedication, LLC reported a position in Barron's 400 ETF (BFOR). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.04% (2021 Q1)
Avg. % of fund
0.02%
First filed
2020 Q1
Last filed
2025 Q4
Quarters held
24
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 3,236 — 0% 0.02% $266K $82.35
2025 Q3 UNCHANGED 3,236 — 0% 0.02% $263K $80.70
2025 Q2 UNCHANGED 3,236 — 0% 0.02% $249K $76.55
2025 Q1 UNCHANGED 3,236 — 0% 0.02% $225K $69.03
20 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    BFOR price (monthly, adj. close)

Other funds also holding BFOR

As of 2025 Q4 — sorted by position size

Veltria Advisors Corp. 3Y 4.33% RMR Capital Management, LLC 0.67% BANTAMAC CAPITAL, LLC 3Y 0.43% Trilogy Capital Inc. 3Y 7Y 0.13% Sensible Money, LLC 0.09% GTS SECURITIES LLC 0.03% Orange Investment Advisors, Inc. 3Y 7Y 0.03% RVW Wealth, LLC 3Y 0.02% Texas Yale Capital Corp. 3Y 7Y 0.01% CWA Asset Management Group, LLC 3Y 7Y 0.01%
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