Freedom Investment Management, Inc. ETF holdings
South Windsor, CT
Reported $354.5M in 100 ETFs in its Form 13F for June 30, 2026.
ETF value
$354.5M
ETFs held
100
Change from prior quarter
+6.4%
With price moves
ETFs as a share of its 13F
98.7%
of $359.2M
Top 10 of 100 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| DUHP | Dimensional US High Profitability ETF | $46.9M | 1,124,058 | −61,856 shares |
| DFUS | Dimensional U.S. Equity Market ETF | $39.9M | 486,503 | −26,075 shares |
| DFIC | Dimensional International Core Equity 2 ETF | $32.6M | 875,410 | +2,650 shares |
| VTV | Vanguard Morningstar Value ETF | $32.5M | 148,914 | −2,658 shares |
| EZM | WisdomTree U.S. MidCap Earnings Fund | $21.5M | 284,274 | −9,774 shares |
| DFAE | Dimensional Emerging Core Equity Market ETF | $19.2M | 478,127 | −37,231 shares |
| AVDS | Avantis International Small Cap Equity ETF | $15.8M | 209,678 | +4,495 shares |
| IVLU | iShares Edge MSCI Intl Value Factor ETF | $13.0M | 310,737 | −14,769 shares |
| REET | iShares Global REIT ETF | $12.3M | 446,830 | −22,315 shares |
| AVSC | Avantis US Small Cap Equity ETF | $10.6M | 143,871 | −17,355 shares |
90 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001566653. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Freedom Investment Management, Inc. own?
Freedom Investment Management, Inc. reported 100 ETF positions worth $354.5M in its Form 13F for June 30, 2026. The largest was DUHP, at $46.9M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.