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 | 5-Year Annualized | 5-Year Cumulative | Since First Filing (8 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +21.23% |
| Top 20 Holdings Unweighted | — | — | — | — | +25.29% |
Grunden Financial Advisory, Inc. reports $255.94M in US-listed equity holdings across 35 positions in its most recent 13F filing. Its largest disclosed positions are DFAC (21.4%), DUHP (14.7%) and DFCF (13.9%). The top 20 holdings account for 98.39% of reported assets. Its disclosed equity book has returned +21.23% cumulatively over 8 quarters. Figures reflect the Q4 2025 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Grunden Financial Advisory, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2010014). View Grunden Financial Advisory, Inc.’s 13F filings on SEC