Data as of Q4 2025 (Dec 31, 2025)

Grunden Financial Advisory, Inc.

•CIK: 2010014•Filing: Q4 2025

**Grunden Financial Advisory, Inc.** manages $256M across a concentrated portfolio of 35 positions. The firm's top holdings reveal a significant allocation to specific names, led by DFAC at $54.7M and DUHP at $37.5M. Further substantial weight is placed on DFCF ($35.5M) and DFSD ($24.7M). This structure indicates a focused, high-conviction approach within its investment mandate.

Total AUM
$255.9M
QoQ Performance
+4.0%
Positions
17
Top 10 Concentration
90.0%
Latest Filing
Q4 2025

Top Holdings Allocation

DFAC
DUHP
DFCF
DFSD
DFUV
DFAX
DFSV
DIHP
DFAC21.4%
DUHP14.7%
DFCF13.9%
DFSD9.6%
DFUV7.2%
DFAX6.8%
DFSV6.0%
DIHP5.1%

📈 Biggest Buys

DFUS
DIMENSIONAL ETF TRUST
+30.5%
3.0% of portfolio
DFAS
DIMENSIONAL ETF TRUST
+25.5%
1.8% of portfolio
NDQ
INVESCO QQQ TR
NEW
0.3% of portfolio
DFCF
DIMENSIONAL ETF TRUST
+2.1%
13.9% of portfolio
DUHP
DIMENSIONAL ETF TRUST
+1.7%
14.7% of portfolio

📉 Biggest Sells

DFAC
DIMENSIONAL ETF TRUST
-2.4%
21.4% of portfolio
AAPL
APPLE INC
-24.7%
0.3% of portfolio
TXN
TEXAS INSTRS INC
-1.9%
2.3% of portfolio
MSFT
MICROSOFT CORP
-27.7%
0.1% of portfolio
NVDA
NVIDIA CORPORATION
-24.1%
0.1% of portfolio

Sector Breakdown

Other96.6%
Technology3.1%
Consumer0.2%
Healthcare0.1%
Financial0.1%

Changes from Q3 2025

NEW4 new positions
↑17 increased
↓7 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

DFAC21.4%
DIMENSIONAL ETF TRUST
$54.7M
DUHP14.7%
DIMENSIONAL ETF TRUST
$37.5M
DFCF13.9%
DIMENSIONAL ETF TRUST
$35.5M
DFSD9.6%
DIMENSIONAL ETF TRUST
$24.7M
DFUV7.2%
DIMENSIONAL ETF TRUST
$18.5M

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