Grunden Financial Advisory, Inc. has filed its 13F form on April 24, 2025 for Q1 2025 where it was disclosed a total value porftolio of $206 Billion distributed in 25 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $46.4B, Dimensional ETF Tr Core Fxd In with a value of $32.8B, Dimensional ETF Tr Dimensional with a value of $27.3B, Dimensional ETF Tr Short Durat with a value of $23.7B, and Dimensional ETF Tr Us Marketwi with a value of $15.8B.

Examining the 13F form we can see an decrease of $1.22B in the current position value, from $207B to 206B.

Grunden Financial Advisory, Inc. is based out at Denton, TX

Below you can find more details about Grunden Financial Advisory, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $206 Billion
ETFs: $183 Billion
Technology: $7.81 Billion
Healthcare: $277 Million
Consumer Defensive: $213 Million
Financial Services: $203 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 25
  • Current Value $206 Billion
  • Prior Value $207 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 24, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 0 stocks
  • Additional Purchases 13 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 7 stocks
Track This Portfolio

Track Grunden Financial Advisory, Inc. Portfolio

Follow Grunden Financial Advisory, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Grunden Financial Advisory, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Grunden Financial Advisory, Inc. with notifications on news.