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Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Grunden Financial Advisory, Inc. 13F Holdings -- Portfolio & Top Positions (2025-12-31)

Grunden Financial Advisory, Inc. (CIK 2010014) reported $255.9M across 35 reported positions in its SEC 13F filing for 2025-12-31. Largest positions: DFAC ($54.7M, 21.36%), DUHP ($37.5M, 14.66%), DFCF ($35.5M, 13.87%), DFSD ($24.7M, 9.64%), DFUV ($18.5M, 7.23%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1DFACDIMENSIONAL ETF TRUST$54.7M21.36%1.4MTrimmed
2DUHPDIMENSIONAL ETF TRUST$37.5M14.66%986,709Added
3DFCFDIMENSIONAL ETF TRUST$35.5M13.87%834,031Added
4DFSDDIMENSIONAL ETF TRUST$24.7M9.64%514,517Added
5DFUVDIMENSIONAL ETF TRUST$18.5M7.23%397,270Added
6DFAXDIMENSIONAL ETF TRUST$17.4M6.80%531,680Added
7DFSVDIMENSIONAL ETF TRUST$15.3M5.96%464,053Added
8DIHPDIMENSIONAL ETF TRUST$13.0M5.08%410,432Added
9DFUSDIMENSIONAL ETF TRUST$7.8M3.04%104,887Added
10TXNTEXAS INSTRS INC$6.0M2.34%34,515Trimmed
11DFASDIMENSIONAL ETF TRUST$4.6M1.79%65,786Added
12DFICDIMENSIONAL ETF TRUST$4.1M1.61%119,769Added
13DISVDIMENSIONAL ETF TRUST$3.4M1.34%90,463Added
14DFAIDIMENSIONAL ETF TRUST$3.1M1.20%80,668Hold
15DFAEDIMENSIONAL ETF TRUST$1.4M0.55%43,218Hold
16DFEMDIMENSIONAL ETF TRUST$1.4M0.53%41,193Added
17DFEVDIMENSIONAL ETF TRUST$1.3M0.51%38,410Added
18AAPLAPPLE INC$868,4190.34%3,194Trimmed
19QQQINVESCO QQQ TR$769,7300.30%1,253New
20DFNMDIMENSIONAL ETF TRUST$606,0010.24%12,580Added
21PCARPACCAR INC$467,4370.18%4,268Added
22GOOGLALPHABET INC$348,0560.14%1,112Trimmed
23VOVANGUARD INDEX FDS$348,2640.14%1,200Hold
24IDXXIDEXX LABS INC$321,3520.13%475Hold
25DFGRDIMENSIONAL ETF TRUST$304,7660.12%11,535Added

Source: SEC Form 13F filings · as of 2025-12-31