Grunden Financial Advisory, Inc. Top Holdings and 13F Report (2025) About Grunden Financial Advisory, Inc.Investment ActivityGrunden Financial Advisory, Inc. has $207.09 million in total holdings as of December 31, 2024.Grunden Financial Advisory, Inc. owns shares of 27 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Approximately 4.37% of the portfolio was purchased this quarter.About 0.31% of the portfolio was sold this quarter.This quarter, Grunden Financial Advisory, Inc. has purchased 24 new stocks and bought additional shares in 15 stocks.Grunden Financial Advisory, Inc. sold shares of 4 stocks and completely divested from 2 stocks this quarter.Largest Holdings Dimensional U.S. Core Equity 2 ETF $50,238,532Dimensional Core Fixed Income ETF $31,412,576Dimensional US High Profitability ETF $28,750,978Dimensional Short-Duration Fixed Income ETF $22,757,507Dimensional US Marketwide Value ETF $16,386,221 Largest New Holdings this Quarter Microsoft $257,082 HoldingTesla $252,400 HoldingAlphabet $227,349 HoldingMorgan Stanley $218,753 HoldingWalmart $218,737 Holding Largest Purchases this Quarter Dimensional Core Fixed Income ETF 48,251 shares (about $1.99M)Dimensional Short-Duration Fixed Income ETF 28,073 shares (about $1.32M)Dimensional US High Profitability ETF 31,453 shares (about $1.06M)Dimensional International Core Equity 2 ETF 29,412 shares (about $760.15K)Dimensional U.S. Core Equity 2 ETF 21,577 shares (about $746.35K) Largest Sales this Quarter Dimensional US Marketwide Value ETF 3,219 shares (about $131.72K)Dimensional U.S. Equity ETF 885 shares (about $56.42K)Dimensional World ex U.S. Core Equity 2 ETF 732 shares (about $18.20K)Texas Instruments 58 shares (about $10.88K) Sector Allocation Over TimeMap of 500 Largest Holdings ofGrunden Financial Advisory, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDFACDimensional U.S. Core Equity 2 ETF$50,238,532$746,349 ▲1.5%1,452,40024.3%ETFDFCFDimensional Core Fixed Income ETF$31,412,576$1,991,321 ▲6.8%761,14715.2%ETFDUHPDimensional US High Profitability ETF$28,750,978$1,062,797 ▲3.8%850,87213.9%ETFDFSDDimensional Short-Duration Fixed Income ETF$22,757,507$1,316,064 ▲6.1%485,44111.0%ETFDFUVDimensional US Marketwide Value ETF$16,386,221$131,722 ▼-0.8%400,4457.9%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$13,791,221$18,198 ▼-0.1%554,7556.7%ETFDFSVDimensional US Small Cap Value ETF$12,797,600$538,220 ▲4.4%415,7766.2%ETFDIHPDimensional International High Profitability ETF$9,224,327$433,426 ▲4.9%365,6104.5%ETFTXNTexas Instruments$6,602,309$10,876 ▼-0.2%35,2103.2%Computer and TechnologyDFASDimensional U.S. Small Cap ETF$3,384,463$14,578 ▲0.4%52,0051.6%ETFDFICDimensional International Core Equity 2 ETF$2,410,681$760,150 ▲46.1%93,2751.2%ETFDISVDimensional International Small Cap Value ETF$2,012,129$173,662 ▲9.4%75,7291.0%ETFDFUSDimensional U.S. Equity ETF$1,775,723$56,420 ▼-3.1%27,8540.9%ETFAAPLApple$1,082,301$275,709 ▲34.2%4,3220.5%Computer and TechnologyDFEMDimensional Emerging Markets Core Equity 2 ETF$725,432$218,685 ▲43.2%27,6990.4%ETFDFEVDimensional Emerging Markets Value ETF$649,497$223,995 ▲52.6%24,7800.3%ETFDFNMDimensional National Municipal Bond ETF$518,326$4,777 ▲0.9%10,8500.3%ETFVOVanguard Mid-Cap ETF$316,9560.0%1,2000.2%ETFINTUIntuit$310,5250.0%4940.1%Computer and TechnologyDFGRDimensional Global Real Estate ETF$284,328$105,017 ▲58.6%11,1330.1%ETFMSFTMicrosoft$257,082$257,082 ▲New Holding6090.1%Computer and TechnologyTRIThomson Reuters$253,7210.0%1,5820.1%Business ServicesTSLATesla$252,400$252,400 ▲New Holding6250.1%Auto/Tires/TrucksCIThe Cigna Group$231,589$1,380 ▲0.6%8390.1%MedicalGOOGLAlphabet$227,349$227,349 ▲New Holding1,2010.1%Computer and TechnologyMSMorgan Stanley$218,753$218,753 ▲New Holding1,7400.1%FinanceWMTWalmart$218,737$218,737 ▲New Holding2,4210.1%Retail/WholesaleMLMMartin Marietta Materials$0$215,300 ▼-100.0%00.0%ConstructionVTIVanguard Total Stock Market ETF$0$207,273 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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