Grunden Financial Advisory, Inc. has filed its 13F form on November 03, 2025 for Q3 2025 where it was disclosed a total value porftolio of $246 Billion distributed in 31 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $54.6B, Dimensional ETF Tr Dimensional with a value of $36.6B, Dimensional ETF Tr Core Fxd In with a value of $34.9B, Dimensional ETF Tr Short Durat with a value of $24.7B, and Dimensional ETF Tr Us Marketwi with a value of $17.7B.

Examining the 13F form we can see an increase of $19.5B in the current position value, from $226B to 246B.

Grunden Financial Advisory, Inc. is based out at Denton, TX

Below you can find more details about Grunden Financial Advisory, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $246 Billion
ETFs: $219 Billion
Technology: $8.13 Billion
Healthcare: $549 Million
Industrials: $419 Million
Communication Services: $281 Million
Consumer Cyclical: $278 Million
Financial Services: $277 Million
Consumer Defensive: $239 Million
Other: $0

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 31
  • Current Value $246 Billion
  • Prior Value $226 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 03, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 1 stocks
  • Additional Purchases 17 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 3 stocks
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