§ 13F · FUND PROFILE
Grunden Financial Advisory, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $246M (13F)Positions · 31Turnover · — · Q4Filed · Jan 27, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 27, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | 1.38M | $55M | 21.4% | −2% |
| 2 | DUHP | DIMENSIONAL ETF TRUST | 987K | $38M | 14.7% | +2% |
| 3 | DFCF | DIMENSIONAL ETF TRUST | 834K | $35M | 13.9% | +2% |
| 4 | DFSD | DIMENSIONAL ETF TRUST | 515K | $25M | 9.6% | ±0% |
| 5 | DFUV | DIMENSIONAL ETF TRUST | 397K | $19M | 7.2% | ±0% |
| 6 | DFAX | DIMENSIONAL ETF TRUST | 532K | $17M | 6.8% | +1% |
| 7 | DFSV | DIMENSIONAL ETF TRUST | 464K | $15M | 6.0% | +3% |
| 8 | DIHP | DIMENSIONAL ETF TRUST | 410K | $13M | 5.1% | +4% |
| 9 | DFUS | DIMENSIONAL ETF TRUST | 105K | $8M | 3.0% | +31% |
| 10 | TXN | TEXAS INSTRS INC | 35K | $6M | 2.3% | −2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE GRUNDEN SIGNAL
AC read
Grunden Financial Advisory, Inc. is a Other fund managing $246 million in assets. The fund runs a portfolio of 31 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed