Grunden Financial Advisory, Inc. Top Holdings and 13F Report (2025) About Grunden Financial Advisory, Inc.Investment ActivityGrunden Financial Advisory, Inc. has $226.49 million in total holdings as of June 30, 2025.Grunden Financial Advisory, Inc. owns shares of 31 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Approximately 4.47% of the portfolio was purchased this quarter.About 0.97% of the portfolio was sold this quarter.This quarter, Grunden Financial Advisory, Inc. has purchased 25 new stocks and bought additional shares in 11 stocks.Grunden Financial Advisory, Inc. sold shares of 10 stocks and completely divested from 0 stocks this quarter.Largest Holdings Dimensional U.S. Core Equity 2 ETF $49,114,895Dimensional Core Fixed Income ETF $33,216,348Dimensional US High Profitability ETF $32,896,484Dimensional Short-Duration Fixed Income ETF $23,913,433Dimensional US Marketwide Value ETF $16,020,947 Largest New Holdings this Quarter 25434V203 - Dimensional International Core Equity Market ETF $2,788,693 Holding25434V302 - Dimensional Emerging Core Equity Market ETF $1,251,161 Holding693718108 - PACCAR $405,191 Holding45168D104 - IDEXX Laboratories $254,762 Holding67066G104 - NVIDIA $223,715 Holding Largest Purchases this Quarter Dimensional US High Profitability ETF 102,063 shares (about $3.63M)Dimensional International Core Equity Market ETF 80,668 shares (about $2.79M)Dimensional Emerging Core Equity Market ETF 43,218 shares (about $1.25M)PACCAR 4,262 shares (about $405.19K)IDEXX Laboratories 475 shares (about $254.76K) Largest Sales this Quarter Dimensional U.S. Core Equity 2 ETF 35,831 shares (about $1.28M)Dimensional World ex U.S. Core Equity 2 ETF 10,625 shares (about $312.06K)Dimensional U.S. Small Cap ETF 3,724 shares (about $237.26K)Dimensional US Marketwide Value ETF 4,929 shares (about $208.40K)Dimensional International Core Equity 2 ETF 2,666 shares (about $82.89K) 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$49,114,895$1,284,182 ▼-2.5%1,370,39421.7%ETFDFCFDimensional Core Fixed Income ETF$33,216,348$229,514 ▲0.7%786,00014.7%ETFDUHPDimensional US High Profitability ETF$32,896,484$3,629,360 ▲12.4%925,09814.5%ETFDFSDDimensional Short-Duration Fixed Income ETF$23,913,433$30,486 ▼-0.1%498,09310.6%ETFDFUVDimensional US Marketwide Value ETF$16,020,947$208,398 ▼-1.3%378,9257.1%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$15,254,252$312,056 ▼-2.0%519,3826.7%ETFDFSVDimensional US Small Cap Value ETF$12,215,641$238,030 ▲2.0%415,0755.4%ETFDIHPDimensional International High Profitability ETF$11,089,417$43,203 ▲0.4%376,0404.9%ETFTXNTexas Instruments$7,309,264$1,453 ▼0.0%35,2053.2%Computer and TechnologyDFUSDimensional U.S. Equity ETF$5,419,281$169,761 ▲3.2%80,8612.4%ETFDFASDimensional U.S. Small Cap ETF$3,386,179$237,256 ▼-6.5%53,1501.5%ETFDFICDimensional International Core Equity 2 ETF$2,948,310$82,886 ▼-2.7%94,8311.3%ETFDFAIDimensional International Core Equity Market ETF$2,788,693$2,788,693 ▲New Holding80,6681.2%ETFDISVDimensional International Small Cap Value ETF$2,774,725$249,489 ▲9.9%84,3131.2%ETFDFAEDimensional Emerging Core Equity Market ETF$1,251,161$1,251,161 ▲New Holding43,2180.6%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$1,085,988$208,027 ▲23.7%36,5900.5%ETFDFEVDimensional Emerging Markets Value ETF$978,505$195,713 ▲25.0%32,6280.4%ETFAAPLApple$870,075$7,386 ▼-0.8%4,2410.4%Computer and TechnologyDFNMDimensional National Municipal Bond ETF$521,402$3,842 ▲0.7%10,9930.2%ETFPCARPACCAR$405,191$405,191 ▲New Holding4,2620.2%Auto/Tires/TrucksINTUIntuit$360,744$28,355 ▼-7.3%4580.2%Computer and TechnologyVOVanguard Mid-Cap ETF$335,7960.0%1,2000.1%ETFTRIThomson Reuters$318,1880.0%1,5820.1%Business ServicesMSFTMicrosoft$303,7680.0%6110.1%Computer and TechnologyCICigna Group$279,884$1,322 ▲0.5%8470.1%MedicalDFGRDimensional Global Real Estate ETF$279,852$27,339 ▲10.8%10,4310.1%ETFIDXXIDEXX Laboratories$254,762$254,762 ▲New Holding4750.1%MedicalMSMorgan Stanley$245,0960.0%1,7400.1%FinanceWMTWalmart$226,458$10,267 ▼-4.3%2,3160.1%Retail/WholesaleNVDANVIDIA$223,715$223,715 ▲New Holding1,4160.1%Computer and TechnologyGOOGLAlphabet$203,898$203,898 ▲New Holding1,1570.1%Computer and TechnologyShowing 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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