Grunden Financial Advisory, Inc. has filed its 13F form on October 08, 2024 for Q3 2024 where it was disclosed a total value porftolio of $204 Billion distributed in 24 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 $49.1B, Dimensional ETF Tr Core Fxd In with a value of $30.8B, Dimensional ETF Tr Dimensional with a value of $27.9B, Dimensional ETF Tr Short Durat with a value of $21.8B, and Dimensional ETF Tr Us Marketwi with a value of $16.8B.

Examining the 13F form we can see an increase of $12.2B in the current position value, from $192B to 204B.

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 $204 Billion
ETFs: $179 Billion
Technology: $8.34 Billion
Healthcare: $289 Million
Basic Materials: $215 Million

Stock Holdings Table ETFs Only

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

Summary

  • Portfolio
  • No. of Stocks 24
  • Current Value $204 Billion
  • Prior Value $192 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 08, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 1 stocks
  • Additional Purchases 16 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 3 stocks
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