Grunden Financial Advisory, Inc. Top Holdings and 13F Report (2024) → The #1 Crypto That You Don’t Own… Yet (From Crypto 101 Media) (Ad) About Grunden Financial Advisory, Inc.Investment ActivityGrunden Financial Advisory, Inc. has $188.03 million in total holdings as of March 31, 2024.Grunden Financial Advisory, Inc. owns shares of 24 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Approximately 0.96% of the portfolio was purchased this quarter.About 0.62% of the portfolio was sold this quarter.This quarter, Grunden Financial Advisory, Inc. has purchased 25 new stocks and bought additional shares in 14 stocks.Grunden Financial Advisory, Inc. sold shares of 7 stocks and completely divested from 2 stocks this quarter.Largest Holdings Dimensional U.S. Core Equity 2 ETF $44,887,799Dimensional Core Fixed Income ETF $28,730,912Dimensional US High Profitability ETF $25,098,186Dimensional Short-Duration Fixed Income ETF $20,696,217Dimensional US Marketwide Value ETF $16,254,132 Largest New Holdings this Quarter Vanguard Total Stock Market ETF $200,990 Holding Largest Purchases this Quarter Dimensional Core Fixed Income ETF 10,003 shares (about $419.63K)Dimensional Short-Duration Fixed Income ETF 8,751 shares (about $411.65K)Dimensional US Small Cap Value ETF 6,988 shares (about $210.34K)Vanguard Total Stock Market ETF 773 shares (about $200.99K)Dimensional International Core Equity 2 ETF 5,454 shares (about $145.89K) Largest Sales this Quarter Dimensional World ex U.S. Core Equity 2 ETF 10,307 shares (about $262.21K)Dimensional US Marketwide Value ETF 6,095 shares (about $249.29K)Dimensional U.S. Small Cap ETF 1,890 shares (about $117.82K)Apple 103 shares (about $17.66K)Martin Marietta Materials 25 shares (about $15.35K) Sector Allocation Over TimeMap of 500 Largest Holdings ofGrunden Financial Advisory, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDFACDimensional U.S. Core Equity 2 ETF$44,887,799$112,879 ▲0.3%1,404,93923.9%ETFDFCFDimensional Core Fixed Income ETF$28,730,912$419,626 ▲1.5%684,88515.3%ETFDUHPDimensional US High Profitability ETF$25,098,186$55,286 ▲0.2%793,99513.3%ETFDFSDDimensional Short-Duration Fixed Income ETF$20,696,217$411,647 ▲2.0%439,97111.0%ETFDFUVDimensional US Marketwide Value ETF$16,254,132$249,285 ▼-1.5%397,4128.6%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$13,958,664$262,210 ▼-1.8%548,6907.4%ETFDFSVDimensional US Small Cap Value ETF$11,501,876$210,339 ▲1.9%382,1226.1%ETFDIHPDimensional International High Profitability ETF$8,978,420$134,457 ▲1.5%333,2754.8%ETFTXNTexas Instruments$6,143,690$174 ▲0.0%35,2663.3%Computer and TechnologyDFASDimensional U.S. Small Cap ETF$3,226,717$117,823 ▼-3.5%51,7601.7%ETFDISVDimensional International Small Cap Value ETF$1,773,396$22,540 ▲1.3%65,2230.9%ETFDFUSDimensional U.S. Equity ETF$1,688,546$14,758 ▼-0.9%29,6340.9%ETFDFICDimensional International Core Equity 2 ETF$1,380,188$145,894 ▲11.8%51,5960.7%ETFAAPLApple$533,646$17,662 ▼-3.2%3,1120.3%Computer and TechnologyDFNMDimensional National Municipal Bond ETF$510,126$1,635 ▲0.3%10,6080.3%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$414,080$40,401 ▲10.8%16,2450.2%ETFDFEVDimensional Emerging Markets Value ETF$342,467$41,222 ▲13.7%13,1930.2%ETFINTUIntuit$321,1480.0%4940.2%Computer and TechnologyFFord Motor$301,169$146 ▲0.0%22,6780.2%Auto/Tires/TrucksCIThe Cigna Group$300,594$1,452 ▲0.5%8280.2%MedicalVOVanguard Mid-Cap ETF$299,832$999 ▼-0.3%1,2000.2%ETFTRIThomson Reuters$246,5230.0%1,5820.1%Business ServicesMLMMartin Marietta Materials$245,576$15,349 ▼-5.9%4000.1%ConstructionVTIVanguard Total Stock Market ETF$200,990$200,990 ▲New Holding7730.1%ETFBRK.BBerkshire Hathaway$0$276,412 ▼-100.0%00.0%FinanceSTMSTMicroelectronics$0$210,045 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. 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