Grunden Financial Advisory

Grunden Financial Advisory as of March 31, 2025

Portfolio Holdings for Grunden Financial Advisory

Grunden Financial Advisory holds 25 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC) 22.5 $46M 1.4M 32.99
Dimensional Etf Trust Core Fixed Incom (DFCF) 15.9 $33M 781k 42.06
Dimensional Etf Trust Us High Profitab (DUHP) 13.2 $27M 823k 33.14
Dimensional Etf Trust Short Duration F (DFSD) 11.5 $24M 499k 47.52
Dimensional Etf Trust Us Mktwide Value (DFUV) 7.7 $16M 384k 41.21
Dimensional Etf Trust World Ex Us Core (DFAX) 6.7 $14M 530k 26.20
Dimensional Etf Trust Us Small Cap Val (DFSV) 5.6 $12M 407k 28.15
Dimensional Etf Trust Intl High Profit (DIHP) 4.9 $10M 375k 26.94
Texas Instruments Incorporated (TXN) 3.1 $6.3M 35k 179.70
Dimensional Etf Trust Us Equity Market (DFUS) 2.3 $4.7M 78k 60.48
Dimensional Etf Trust Us Small Cap Etf (DFAS) 1.7 $3.4M 57k 59.75
Dimensional Etf Trust Intl Core Equity (DFIC) 1.3 $2.7M 98k 27.77
Dimensional Etf Trust Intl Small Cap V (DISV) 1.1 $2.2M 77k 29.12
Apple (AAPL) 0.5 $950k 4.3k 222.15
Dimensional Etf Trust Emerging Mkts Co (DFEM) 0.4 $783k 30k 26.46
Dimensional Etf Trust Emerging Mkts Va (DFEV) 0.3 $706k 26k 27.05
Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 0.3 $519k 11k 47.57
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $310k 1.2k 258.62
Intuit (INTU) 0.1 $303k 494.00 614.08
Cigna Corp (CI) 0.1 $277k 843.00 328.84
Thomson Reuters Corp. (TRI) 0.1 $273k 1.6k 172.78
Dimensional Etf Trust Global Real Est (DFGR) 0.1 $247k 9.4k 26.26
Microsoft Corporation (MSFT) 0.1 $229k 611.00 374.99
Wal-Mart Stores (WMT) 0.1 $213k 2.4k 87.79
Morgan Stanley Com New (MS) 0.1 $203k 1.7k 116.67