Grunden Financial Advisory

Grunden Financial Advisory as of Dec. 31, 2024

Portfolio Holdings for Grunden Financial Advisory

Grunden Financial Advisory holds 27 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC) 24.3 $50M 1.5M 34.59
Dimensional Etf Trust Core Fixed Incom (DFCF) 15.2 $31M 761k 41.27
Dimensional Etf Trust Us High Profitab (DUHP) 13.9 $29M 851k 33.79
Dimensional Etf Trust Short Duration F (DFSD) 11.0 $23M 485k 46.88
Dimensional Etf Trust Us Mktwide Value (DFUV) 7.9 $16M 400k 40.92
Dimensional Etf Trust World Ex Us Core (DFAX) 6.7 $14M 555k 24.86
Dimensional Etf Trust Us Small Cap Val (DFSV) 6.2 $13M 416k 30.78
Dimensional Etf Trust Intl High Profit (DIHP) 4.5 $9.2M 366k 25.23
Texas Instruments Incorporated (TXN) 3.2 $6.6M 35k 187.51
Dimensional Etf Trust Us Small Cap Etf (DFAS) 1.6 $3.4M 52k 65.08
Dimensional Etf Trust Intl Core Equity (DFIC) 1.2 $2.4M 93k 25.84
Dimensional Etf Trust Intl Small Cap V (DISV) 1.0 $2.0M 76k 26.57
Dimensional Etf Trust Us Equity Market (DFUS) 0.9 $1.8M 28k 63.75
Apple (AAPL) 0.5 $1.1M 4.3k 250.42
Dimensional Etf Trust Emerging Mkts Co (DFEM) 0.4 $725k 28k 26.19
Dimensional Etf Trust Emerging Mkts Va (DFEV) 0.3 $650k 25k 26.21
Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 0.3 $518k 11k 47.77
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $317k 1.2k 264.13
Intuit (INTU) 0.1 $311k 494.00 628.59
Dimensional Etf Trust Global Real Est (DFGR) 0.1 $284k 11k 25.54
Microsoft Corporation (MSFT) 0.1 $257k 609.00 422.14
Thomson Reuters Corp. (TRI) 0.1 $254k 1.6k 160.38
Tesla Motors (TSLA) 0.1 $252k 625.00 403.84
Cigna Corp (CI) 0.1 $232k 839.00 276.03
Alphabet Cap Stk Cl A (GOOGL) 0.1 $227k 1.2k 189.30
Morgan Stanley Com New (MS) 0.1 $219k 1.7k 125.72
Wal-Mart Stores (WMT) 0.1 $219k 2.4k 90.35