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:
Top Holdings: DFAC(22.53%)DFCF(15.95%)DUHP(13.25%)DFSD(11.51%)DFUV(7.68%)
Summary Stock Picks Current Portfolio
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
+15.79%
+7.35%
35,969.4
 
DFCF
Dimensional Core Fixed Income ETF
780,569
32,830.8
+2.55%
15.950
+0.40%
0.500
+1.94%
+3.98%
7,126.9
 
DUHP
Dimensional US High Profitability ETF
Dimensional US High Profitability ETF
823,035
27,275.4
-3.27%
13.250
-0.45%
0.360
+13.93%
+8.52%
8,936.3
 
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
+1.73%
+3.91%
4,893.5
 
DFUV
Dimensional US Marketwide Value ETF
383,854
15,818.6
-4.14%
7.680
-0.33%
0.140
+10.93%
+6.91%
11,869.5
 
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
+14.52%
+23.26%
9,085.2
 
DFSV
Dimensional US Small Cap Value ETF
406,987
11,456.7
-2.11%
5.570
-0.13%
0.270
+15.98%
+0.73%
4,957.8
 
DIHP
Dimensional International High Profitability ETF
Dimensional International High Profitability ETF
374,575
10,091.0
+2.45%
4.900
+0.12%
0.290
+9.42%
+19.93%
4,227.3
 
TXN
Texas Instruments Inc
35,212
6,327.6
+0.01%
3.070
0%
0.000
+15.39%
+0.51%
168,624.0
Semiconductors
DFUS
Dimensional U.S. Equity Market ETF
78,328
4,737.3
+181.21%
2.300
+1.48%
0.030
+16.64%
+8.51%
15,970.2
 

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
$68.84
7.72%
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
$36.93
6.40%
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
$36.46
6.11%
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
$41.94
0.64%
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
$43.37
3.31%
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
$47.88
1.40%
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
$30.18
16.26%
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
$65.84
2.37%
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
$30.77
1.70%
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
$29.84
11.65%
Add 2.45%
374,575
8,965

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

To

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

Top Ranked Articles

  • 1

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

Grunden Financial Advisory, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Grunden Financial Advisory, Inc.'s Holdings Heat Map

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Grunden Financial Advisory, Inc.'s Holdings Bubble Chart

Grunden Financial Advisory, Inc. News

  • 1

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