The Analysis of Grunden Financial Advisory, Inc.'s Holdings
Currently, Grunden Financial Advisory, Inc. holds 35 types of securities in its portfolio with a total value $255.9M. In the most recent quarter, they have increased their positions in DFUS (+24.5K shares, valued at $1.8M), DFAS (+13.4K shares, valued at $930.5K), N/A (+1.3K shares, valued at $769.7K); decreased their positions in DFAC (-34.6K shares, valued at $1.4M), AAPL (-1.0K shares, valued at $285.2K), TXN (-681 shares, valued at $118.1K); initiated new positions in N/A (+1.3K shares, valued at $769.7K), COF (+886 shares, valued at $214.7K), VTI (+610 shares, valued at $204.4K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
DFAC DIMENSIONAL ETF TRUST1.4M shares-2.44%2025-12-312026-01-27
DUHP DIMENSIONAL ETF TRUST986.7K shares1.69%2025-12-312026-01-27 DFCF DIMENSIONAL ETF TRUST834.0K shares2.11%2025-12-312026-01-27 DFSD DIMENSIONAL ETF TRUST514.5K shares0.34%2025-12-312026-01-27 DFUV DIMENSIONAL ETF TRUST397.3K shares0.38%2025-12-312026-01-27 DFAX DIMENSIONAL ETF TRUST531.7K shares0.96%2025-12-312026-01-27 DFSV DIMENSIONAL ETF TRUST464.1K shares2.59%2025-12-312026-01-27 DIHP DIMENSIONAL ETF TRUST410.4K shares4.14%2025-12-312026-01-27 DFUS DIMENSIONAL ETF TRUST104.9K shares30.53%2025-12-312026-01-27 TXN TEXAS INSTRS INC34.5K shares-1.93%2025-12-312026-01-27 DFAS DIMENSIONAL ETF TRUST65.8K shares25.47%2025-12-312026-01-27 DFIC DIMENSIONAL ETF TRUST119.8K shares6.25%2025-12-312026-01-27 DISV DIMENSIONAL ETF TRUST90.5K shares2.63%2025-12-312026-01-27 DFAI DIMENSIONAL ETF TRUST80.7K shares0.00%2025-12-312026-01-27 DFAE DIMENSIONAL ETF TRUST43.2K shares0.00%2025-12-312026-01-27 DFEM DIMENSIONAL ETF TRUST41.2K shares9.36%2025-12-312026-01-27 DFEV DIMENSIONAL ETF TRUST38.4K shares14.03%2025-12-312026-01-27 AAPL APPLE INC3.2K shares-24.72%2025-12-312026-01-27 INVESCO QQQ TR INVESCO QQQ TR1.3K sharesnew addition2025-12-312026-01-27 DFNM DIMENSIONAL ETF TRUST12.6K shares0.92%2025-12-312026-01-27 PCAR PACCAR INC4.3K shares0.05%2025-12-312026-01-27 VO VANGUARD INDEX FDS1.2K shares0.00%2025-12-312026-01-27 ALPHABET INC ALPHABET INC1.1K shares-3.89%2025-12-312026-01-27 IDXX IDEXX LABS INC475 shares0.00%2025-12-312026-01-27 MS MORGAN STANLEY1.7K shares0.00%2025-12-312026-01-27 DFGR DIMENSIONAL ETF TRUST11.5K shares3.03%2025-12-312026-01-27 TSLA TESLA INC625 shares0.00%2025-12-312026-01-27 WMT WALMART INC2.3K shares-2.16%2025-12-312026-01-27 COF CAPITAL ONE FINL CORP886 sharesnew addition2025-12-312026-01-27 MSFT MICROSOFT CORP442 shares-27.66%2025-12-312026-01-27 VTI VANGUARD INDEX FDS610 sharesnew addition2025-12-312026-01-27 INTU INTUIT308 sharesnew addition2025-12-312026-01-27 NVDA NVIDIA CORPORATION1.1K shares-24.08%2025-12-312026-01-27 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available