Grunden Financial Advisory, Inc.
CIK: 0002010014SEC EDGAR →
Portfolio Value
$255.9B
Holdings
35
As of
Q4 2025
New Positions
35
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 1,380,842 | $54.7B | 21.36% |
| 2 | DIMENSIONAL ETF TRUST | 986,709 | $37.5B | 14.66% |
| 3 | DIMENSIONAL ETF TRUST | 834,031 | $35.5B | 13.87% |
| 4 | DIMENSIONAL ETF TRUST | 514,517 | $24.7B | 9.64% |
| 5 | DIMENSIONAL ETF TRUST | 397,270 | $18.5B | 7.23% |
| 6 | DIMENSIONAL ETF TRUST | 531,680 | $17.4B | 6.80% |
| 7 | DIMENSIONAL ETF TRUST | 464,053 | $15.3B | 5.96% |
| 8 | DIMENSIONAL ETF TRUST | 410,432 | $13.0B | 5.08% |
| 9 | DIMENSIONAL ETF TRUST | 104,887 | $7.8B | 3.04% |
| 10 | TEXAS INSTRS INC | 34,515 | $6.0B | 2.34% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (35)
$54.7B · 1.4M shares
$37.5B · 987K shares
$35.5B · 834K shares
$24.7B · 515K shares
$18.5B · 397K shares
$17.4B · 532K shares
$15.3B · 464K shares
$13.0B · 410K shares
$7.8B · 105K shares
$6.0B · 35K shares
$4.6B · 66K shares
$4.1B · 120K shares
$3.4B · 90K shares
$3.1B · 81K shares
$1.4B · 43K shares
$1.4B · 41K shares
$1.3B · 38K shares
$868.0M · 3K shares
$769.0M · 1K shares
$606.0M · 13K shares
$467.0M · 4K shares
$348.0M · 1K shares
$348.0M · 1K shares
$321.0M · 475 shares
$308.0M · 2K shares
$304.0M · 12K shares
$281.0M · 625 shares
$252.0M · 2K shares
$235.0M · 856 shares
$214.0M · 886 shares
$213.0M · 442 shares
$208.0M · 2K shares
$204.0M · 308 shares
$204.0M · 610 shares
$200.0M · 1K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 21 | $245.3B | 95.8% |
| Technology | 5 | $7.5B | 2.9% |
| Unknown | 2 | $1.1B | 0.4% |
| Industrials | 2 | $675.0M | 0.3% |
| Healthcare | 2 | $556.0M | 0.2% |
| Communication Services | 1 | $348.0M | 0.1% |
| Consumer Cyclical | 1 | $281.0M | 0.1% |
| Consumer Defensive | 1 | $252.0M | 0.1% |