GF

Grunden Financial Advisory, Inc.

13F
Grunden Financial Advisory, Inc.
Last update 2025-04-25 25 Stocks (0 new)
Value $206.00 Mil Turnover 3 %
Countries:
Grunden Financial Advisory, In... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
DFAC
Dimensional U.S. Core Equity 2 ETF
1,406,225
46,391.4
-3.18%
22.530
-0.77%
0.150
+15.67%
+7.24%
35,930.5
 
DFCF
Dimensional Core Fixed Income ETF
780,569
32,830.8
+2.55%
15.950
+0.40%
0.500
+1.86%
+3.89%
7,120.9
 
DUHP
Dimensional US High Profitability ETF
Dimensional US High Profitability ETF
823,035
27,275.4
-3.27%
13.250
-0.45%
0.360
+13.90%
+8.49%
8,933.9
 
DFSD
Dimensional Short-Duration Fixed Income ETF
Dimensional Short-Duration Fixed Income ETF
498,728
23,699.5
+2.74%
11.510
+0.31%
0.540
+1.69%
+3.86%
4,891.3
 
DFUV
Dimensional US Marketwide Value ETF
383,854
15,818.6
-4.14%
7.680
-0.33%
0.140
+10.83%
+6.82%
11,858.5
 
DFAX
Dimensional World ex U.S. Core Equity 2 ETF
Dimensional World ex U.S. Core Equity 2 ETF
530,007
13,886.2
-4.46%
6.750
-0.30%
0.180
+14.10%
+22.81%
9,051.6
 
DFSV
Dimensional US Small Cap Value ETF
406,987
11,456.7
-2.11%
5.570
-0.13%
0.270
+15.66%
+0.46%
4,944.2
 
DIHP
Dimensional International High Profitability ETF
Dimensional International High Profitability ETF
374,575
10,091.0
+2.45%
4.900
+0.12%
0.290
+9.34%
+19.83%
4,224.0
 
TXN
Texas Instruments Inc
35,212
6,327.6
+0.01%
3.070
0%
0.000
+15.51%
+0.61%
168,792.2
Semiconductors
DFUS
Dimensional U.S. Equity Market ETF
78,328
4,737.3
+181.21%
2.300
+1.48%
0.030
+16.59%
+8.47%
15,964.3
 

Grunden Financial Advisory, Inc.'s Historical Top Holdings Breakdowns

Grunden Financial Advisory, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
DFUS
Dimensional U.S. Equity Market ETF
2025-03-31
Add
Add
+1.48%
59.61 ($63.9) 66.74
$68.81
7.68%
Add 181.21%
78,328
50,474
DFAC
Dimensional U.S. Core Equity 2 ETF
2025-03-31
Reduce
Reduce
-0.77%
32.42 ($34.71) 36.1
$36.89
6.28%
Reduce -3.18%
1,406,225
-46,175
DUHP
Dimensional US High Profitability ETF
Dimensional US High Profitability ETF
2025-03-31
Reduce
Reduce
-0.45%
32.57 ($34.36) 35.83
$36.45
6.08%
Reduce -3.27%
823,035
-27,837
DFCF
Dimensional Core Fixed Income ETF
2025-03-31
Add
Add
+0.40%
40.79 ($41.67) 42.32
$41.90
0.55%
Add 2.55%
780,569
19,422
DFUV
Dimensional US Marketwide Value ETF
2025-03-31
Reduce
Reduce
-0.33%
39.96 ($41.98) 43.23
$43.33
3.22%
Reduce -4.14%
383,854
-16,591
DFSD
Dimensional Short-Duration Fixed Income ETF
Dimensional Short-Duration Fixed Income ETF
2025-03-31
Add
Add
+0.31%
46.74 ($47.22) 47.57
$47.86
1.36%
Add 2.74%
498,728
13,287
DFAX
Dimensional World ex U.S. Core Equity 2 ETF
Dimensional World ex U.S. Core Equity 2 ETF
2025-03-31
Reduce
Reduce
-0.30%
24.45 ($25.96) 27.21
$30.07
15.83%
Reduce -4.46%
530,007
-24,748
DFAS
Dimensional U.S. Small Cap ETF
2025-03-31
Add
Add
+0.14%
58.81 ($64.31) 68.2
$65.69
2.15%
Add 9.36%
56,874
4,869
DFSV
Dimensional US Small Cap Value ETF
2025-03-31
Reduce
Reduce
-0.13%
27.56 ($30.26) 32.1
$30.69
1.42%
Reduce -2.11%
406,987
-8,789
DIHP
Dimensional International High Profitability ETF
Dimensional International High Profitability ETF
2025-03-31
Add
Add
+0.12%
25.1 ($26.73) 27.85
$29.82
11.56%
Add 2.45%
374,575
8,965

Grunden Financial Advisory, Inc. Total Holding History ($B)

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Grunden Financial Advisory, Inc.'s Asset Allocation

To

Grunden Financial Advisory, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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Grunden Financial Advisory, Inc.'s Hypothetical Growth since 2025-03-31

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