StockDriftsStockDriftsTop 35 Grunden Financial Advisory, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 21.36% | 1.38M | $54.7M | -2.44%(-34.60K) | $28.20(+46.86%) | 2025-12-31 | |
| DUHP | DIMENSIONAL ETF TRUST | 14.66% | 986.7K | $37.5M | +1.69%(+16.44K) | $28.83(+34.45%) | 2025-12-31 | |
| DFCF | DIMENSIONAL ETF TRUST | 13.87% | 834.0K | $35.5M | +2.11%(+17.27K) | $41.54(+2.57%) | 2025-12-31 | |
| DFSD | DIMENSIONAL ETF TRUST | 9.64% | 514.5K | $24.7M | +0.34%(+1.74K) | $46.81(+2.78%) | 2025-12-31 | |
| DFUV | DIMENSIONAL ETF TRUST | 7.23% | 397.3K | $18.5M | +0.38%(+1.51K) | $36.06(+39.23%) | 2025-12-31 | |
| DFAX | DIMENSIONAL ETF TRUST | 6.8% | 531.7K | $17.4M | +0.96%(+5.04K) | $23.70(+53.51%) | 2025-12-31 | |
| DFSV | DIMENSIONAL ETF TRUST | 5.96% | 464.1K | $15.3M | +2.59%(+11.70K) | $27.90(+29.98%) | 2025-12-31 | |
| DIHP | DIMENSIONAL ETF TRUST | 5.08% | 410.4K | $13.0M | +4.14%(+16.30K) | $25.17(+35.02%) | 2025-12-31 | |
| DFUS | DIMENSIONAL ETF TRUST | 3.04% | 104.9K | $7.8M | +30.53%(+24.53K) | $61.36(+24.26%) | 2025-12-31 | |
| TXN | TEXAS INSTRS INC | 2.34% | 34.5K | $6.0M | -1.93%(-681) | $164.74(+31.29%) | 2025-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.11% | +33.48% |
| Top 20 Holdings Unweighted | +11.93% | +40.24% |
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