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.

Portfolio value $207 Billion
ETFs: $183 Billion
Technology: $8.25 Billion
Consumer Cyclical: $252 Million
Healthcare: $232 Million
Communication Services: $227 Million
Financial Services: $219 Million
Consumer Defensive: $219 Million

Stock Holdings Table Market Cap. of Under $50 Millions

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

Summary

  • Portfolio
  • No. of Stocks 27
  • Current Value $207 Billion
  • Prior Value $204 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 24, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 5 stocks
  • Additional Purchases 15 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 4 stocks
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