The Analysis of Grunden Financial Advisory, Inc.'s Holdings
Currently, Grunden Financial Advisory, Inc. holds 31 types of securities in its portfolio with a total value $246.0M. In the most recent quarter, they have increased their positions in DFAC (+45.0K shares, valued at $1.7M), DUHP (+45.2K shares, valued at $1.7M), DFCF (+30.8K shares, valued at $1.3M); decreased their positions in DFAS (-720 shares, valued at $49.3K), DFUS (-505 shares, valued at $36.6K), TXN (-9 shares, valued at $1.7K); initiated new positions in TSLA (+625 shares, valued at $277.9K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
DFAC DIMENSIONAL ETF TRUST1.4M shares3.29%2025-09-302025-11-04
DUHP DIMENSIONAL ETF TRUST970.3K shares4.88%2025-09-302025-11-04 DFCF DIMENSIONAL ETF TRUST816.8K shares3.91%2025-09-302025-11-04 DFSD DIMENSIONAL ETF TRUST512.8K shares2.95%2025-09-302025-11-04 DFUV DIMENSIONAL ETF TRUST395.8K shares4.44%2025-09-302025-11-04 DFAX DIMENSIONAL ETF TRUST526.6K shares1.40%2025-09-302025-11-04 DFSV DIMENSIONAL ETF TRUST452.4K shares8.98%2025-09-302025-11-04 DIHP DIMENSIONAL ETF TRUST394.1K shares4.81%2025-09-302025-11-04 TXN TEXAS INSTRS INC35.2K shares-0.03%2025-09-302025-11-04 DFUS DIMENSIONAL ETF TRUST80.4K shares-0.62%2025-09-302025-11-04 DFIC DIMENSIONAL ETF TRUST112.7K shares18.87%2025-09-302025-11-04 DFAS DIMENSIONAL ETF TRUST52.4K shares-1.35%2025-09-302025-11-04 DISV DIMENSIONAL ETF TRUST88.1K shares4.55%2025-09-302025-11-04 DFAI DIMENSIONAL ETF TRUST80.7K shares0.00%2025-09-302025-11-04 DFAE DIMENSIONAL ETF TRUST43.2K shares0.00%2025-09-302025-11-04 DFEM DIMENSIONAL ETF TRUST37.7K shares2.95%2025-09-302025-11-04 AAPL APPLE INC4.2K shares0.05%2025-09-302025-11-04 DFEV DIMENSIONAL ETF TRUST33.7K shares3.24%2025-09-302025-11-04 DFNM DIMENSIONAL ETF TRUST12.5K shares13.39%2025-09-302025-11-04 PCAR PACCAR INC4.3K shares0.09%2025-09-302025-11-04 VO VANGUARD INDEX FDS1.2K shares0.00%2025-09-302025-11-04 MSFT MICROSOFT CORP611 shares0.00%2025-09-302025-11-04 DFGR DIMENSIONAL ETF TRUST11.2K shares7.33%2025-09-302025-11-04 IDXX IDEXX LABS INC475 shares0.00%2025-09-302025-11-04 GOOGL ALPHABET INC1.2K shares0.00%2025-09-302025-11-04 TSLA TESLA INC625 sharesnew addition2025-09-302025-11-04 MS MORGAN STANLEY1.7K shares0.00%2025-09-302025-11-04 NVDA NVIDIA CORPORATION1.4K shares0.00%2025-09-302025-11-04 TRI THOMSON REUTERS CORP1.6K shares0.00%2025-09-302025-11-04 CI THE CIGNA GROUP851 shares0.47%2025-09-302025-11-04 WMT WALMART INC2.3K shares0.00%2025-09-302025-11-04 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available