Grunden Financial Advisory, Inc. Top Holdings and 13F Report (2025) About Grunden Financial Advisory, Inc.Investment ActivityGrunden Financial Advisory, Inc. has $205.87 million in total holdings as of March 31, 2025.Grunden Financial Advisory, Inc. owns shares of 25 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Approximately 2.56% of the portfolio was purchased this quarter.About 2.22% of the portfolio was sold this quarter.This quarter, Grunden Financial Advisory, Inc. has purchased 27 new stocks and bought additional shares in 13 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 $46,391,363Dimensional Core Fixed Income ETF $32,830,746Dimensional US High Profitability ETF $27,275,410Dimensional Short-Duration Fixed Income ETF $23,699,531Dimensional US Marketwide Value ETF $15,818,621 Largest Purchases this Quarter Dimensional U.S. Equity ETF 50,474 shares (about $3.05M)Dimensional Core Fixed Income ETF 19,422 shares (about $816.89K)Dimensional Short-Duration Fixed Income ETF 13,287 shares (about $631.40K)Dimensional U.S. Small Cap ETF 4,869 shares (about $290.92K)Dimensional International High Profitability ETF 8,965 shares (about $241.52K) Largest Sales this Quarter Dimensional U.S. Core Equity 2 ETF 46,175 shares (about $1.52M)Dimensional US High Profitability ETF 27,837 shares (about $922.52K)Dimensional US Marketwide Value ETF 16,591 shares (about $683.72K)Dimensional World ex U.S. Core Equity 2 ETF 24,748 shares (about $648.40K)Dimensional US Small Cap Value ETF 8,789 shares (about $247.41K) 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$46,391,363$1,523,313 ▼-3.2%1,406,22522.5%ETFDFCFDimensional Core Fixed Income ETF$32,830,746$816,890 ▲2.6%780,56915.9%ETFDUHPDimensional US High Profitability ETF$27,275,410$922,519 ▼-3.3%823,03513.2%ETFDFSDDimensional Short-Duration Fixed Income ETF$23,699,531$631,398 ▲2.7%498,72811.5%ETFDFUVDimensional US Marketwide Value ETF$15,818,621$683,715 ▼-4.1%383,8547.7%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$13,886,194$648,398 ▼-4.5%530,0076.7%ETFDFSVDimensional US Small Cap Value ETF$11,456,684$247,410 ▼-2.1%406,9875.6%ETFDIHPDimensional International High Profitability ETF$10,091,051$241,517 ▲2.5%374,5754.9%ETFTXNTexas Instruments$6,327,555$359 ▲0.0%35,2123.1%Computer and TechnologyDFUSDimensional U.S. Equity ETF$4,737,265$3,052,660 ▲181.2%78,3282.3%ETFDFASDimensional U.S. Small Cap ETF$3,398,205$290,921 ▲9.4%56,8741.7%ETFDFICDimensional International Core Equity 2 ETF$2,707,503$117,245 ▲4.5%97,4971.3%ETFDISVDimensional International Small Cap Value ETF$2,234,434$29,207 ▲1.3%76,7321.1%ETFAAPLApple$950,118$9,997 ▼-1.0%4,2770.5%Computer and TechnologyDFEMDimensional Emerging Markets Core Equity 2 ETF$782,709$49,797 ▲6.8%29,5810.4%ETFDFEVDimensional Emerging Markets Value ETF$706,055$35,760 ▲5.3%26,1020.3%ETFDFNMDimensional National Municipal Bond ETF$519,097$2,949 ▲0.6%10,9120.3%ETFVOVanguard Mid-Cap ETF$310,3440.0%1,2000.2%ETFINTUIntuit$303,3560.0%4940.1%Computer and TechnologyCIThe Cigna Group$277,211$1,315 ▲0.5%8430.1%MedicalTRIThomson Reuters$273,3380.0%1,5820.1%Business ServicesDFGRDimensional Global Real Estate ETF$247,164$45,194 ▼-15.5%9,4120.1%ETFMSFTMicrosoft$229,121$750 ▲0.3%6110.1%Computer and TechnologyWMTWalmart$212,5400.0%2,4210.1%Retail/WholesaleMSMorgan Stanley$203,0060.0%1,7400.1%FinanceTSLATesla$0$252,400 ▼-100.0%00.0%Auto/Tires/TrucksGOOGLAlphabet$0$227,349 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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