Grunden Financial Advisory, Inc. - Portfolio overview

Grunden Financial Advisory, Inc. has 35 reported holdings in this dataset, with the latest filing dated 2026-01-27.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. DFAC - DIMENSIONAL ETF TRUST, 21.36%
2. DUHP - DIMENSIONAL ETF TRUST, 14.66%
3. DFCF - DIMENSIONAL ETF TRUST, 13.87%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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