Grunden Financial Advisory, Inc. Portfolio Holdings

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.