Grunden Financial Advisory, Inc. Portfolio Holdings

Grunden Financial Advisory, Inc. has filed its 13F form on January 24, 2025 for Q4 2024 where it was disclosed a total value porftolio of $207 Billion distributed in 27 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 $50.2B, Dimensional ETF Tr Core Fxd In with a value of $31.4B, Dimensional ETF Tr Dimensional with a value of $28.8B, Dimensional ETF Tr Short Durat with a value of $22.8B, and Dimensional ETF Tr Us Marketwi with a value of $16.4B.

Examining the 13F form we can see an increase of $3.41B in the current position value, from $204B to 207B.

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.