Grunden Financial Advisory, Inc. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 27, 2026, for the 2025 Q4 period, Grunden Financial Advisory, Inc. held in its portfolio 35 assets valued at $255,943,002 (i.e. $255.94M).
The most valuable assets in the portfolio included: DIMENSIONAL ETF TRUST ($54.67M), DIMENSIONAL ETF TRUST ($37.53M), and DIMENSIONAL ETF TRUST ($35.50M).
The chart below shows the top 10 valuable assets, and the table below shows the top 35 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Grunden Financial Advisory, Inc. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 1380842 | 54667506 | US CORE EQUITY 2 |
| DIMENSIONAL ETF TRUST | 986709 | 37524548 | US HIGH PROFITAB |
| DIMENSIONAL ETF TRUST | 834031 | 35496341 | CORE FIXED INCOM |
| DIMENSIONAL ETF TRUST | 514517 | 24671097 | SHORT DURATION F |
| DIMENSIONAL ETF TRUST | 397270 | 18508792 | US MKTWIDE VALUE |
| DIMENSIONAL ETF TRUST | 531680 | 17401888 | WORLD EX US CORE |
| DIMENSIONAL ETF TRUST | 464053 | 15262690 | US SMALL CAP VAL |
| DIMENSIONAL ETF TRUST | 410432 | 12996329 | INTL HIGH PROFIT |
| DIMENSIONAL ETF TRUST | 104887 | 7779438 | US EQUITY MARKET |
| TEXAS INSTRS INC | 34515 | 5988031 | COM |
| DIMENSIONAL ETF TRUST | 65786 | 4583330 | US SMALL CAP ETF |
| DIMENSIONAL ETF TRUST | 119769 | 4127239 | INTL CORE EQUITY |
| DIMENSIONAL ETF TRUST | 90463 | 3437603 | INTL SMALL CAP V |
| DIMENSIONAL ETF TRUST | 80668 | 3074257 | INTL CORE EQT MK |
| DIMENSIONAL ETF TRUST | 43218 | 1407610 | EMGR CRE EQT MNG |
| DIMENSIONAL ETF TRUST | 41193 | 1362655 | EMERGING MKTS CO |
| DIMENSIONAL ETF TRUST | 38410 | 1295937 | EMERGING MKTS VA |
| APPLE INC | 3194 | 868419 | COM |
| INVESCO QQQ TR | 1253 | 769730 | UNIT SER 1 |
| DIMENSIONAL ETF TRUST | 12580 | 606001 | NATL MUN BD ETF |
| PACCAR INC | 4268 | 467437 | COM |
| VANGUARD INDEX FDS | 1200 | 348264 | MID CAP ETF |
| ALPHABET INC | 1112 | 348056 | CAP STK CL A |
| IDEXX LABS INC | 475 | 321352 | COM |
| MORGAN STANLEY | 1740 | 308902 | COM NEW |
| DIMENSIONAL ETF TRUST | 11535 | 304766 | GLOBAL REAL EST |
| TESLA INC | 625 | 281075 | COM |
| WALMART INC | 2266 | 252455 | COM |
| THE CIGNA GROUP | 856 | 235509 | COM |
| CAPITAL ONE FINL CORP | 886 | 214731 | COM |
| MICROSOFT CORP | 442 | 213475 | COM |
| THOMSON REUTERS CORP | 1582 | 208650 | COM |
| VANGUARD INDEX FDS | 610 | 204376 | TOTAL STK MKT |
| INTUIT | 308 | 204025 | COM |
| NVIDIA CORPORATION | 1075 | 200488 | COM |
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