David A Rozenson

Smartleaf Asset Management Llc

Assets Managed

$2.769B

Holdings

3510

Last Quarter

2026 - Q1

Filed Date

2d ago

Growth Rate

4.93%(2Q avg: 34.09%)

Sustained Growth

9 quarters

Portfolio positions

This chart displays the top 10 holdings in Smartleaf Asset Management Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 3510 positions.

Assets under management

The assets under management (AUM) of Smartleaf Asset Management Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 9 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 2.769B in assets, with a quarterly growth rate of 4.93% and a 2-quarter average growth rate of 34.09%. The portfolio is managed by David A Rozenson, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
DFUS Dimensional Us Eq Mkt Etf Recent Activity Increased 21.34%	4.65%	$128.528M 1.866M shares@ $68.9 avg price	Increased 21.34%
DFAT Dimensional Us Target Value Recent Activity Increased 5.1%	3.3%	$91.335M 1.492M shares@ $61.23 avg price	Increased 5.1%
IVV Ishares Core S&p 500 Etf Recent Activity Increased 13.05%	3.27%	$90.303M 142,225 shares@ $634.94 avg price	Increased 13.05%
AAPL Apple Inc Recent Activity Increased 10.65%	2.84%	$78.495M 318,269 shares@ $246.64 avg price	Increased 10.65%
NVDA Nvidia Corp Recent Activity Increased 3.7%	2.17%	$59.995M 363,229 shares@ $165.18 avg price	Increased 3.7%
DFAC Dimensional Us Core Equity 2 Recent Activity Decreased -0.72%	2.17%	$59.993M 1.587M shares@ $37.82 avg price	Decreased -0.72%
VWO Vanguard Ftse Emerging Marke Recent Activity Increased 18.13%	2.04%	$56.471M 1.077M shares@ $52.43 avg price	Increased 18.13%
DFIV Dimensional International Va Recent Activity Increased 40.52%	2.02%	$55.68M 1.084M shares@ $51.38 avg price	Increased 40.52%
AGG Ishares Core U.s. Aggregate Recent Activity Increased 25.36%	1.98%	$54.577M 551,062 shares@ $99.05 avg price	Increased 25.36%
IEFA Ishares Core Msci Eafe Etf Recent Activity Increased 41.32%	1.69%	$46.53M 530,623 shares@ $87.7 avg price	Increased 41.32%

1-10 of 3510