Grunden Financial Advisory, Inc.
CIK 2010014 · Holdings on Dec 31, 2025 · First reported Jan 27, 2026
Top ten holdings
Q4 2025- DFAC21.36%
- DUHP14.66%
- DFCF13.87%
- DFSD9.64%
- DFUV7.23%
- DFAX6.80%
- DFSV5.96%
- DIHP5.08%
- DFUS3.04%
- TXN2.34%
Share classes counted separately89.98%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- DFACWeight decreased · -0.83 pp22.19% → 21.36%Shares -34.60K (-2.44%)
- DFUSWeight increased · +0.67 pp2.37% → 3.04%Shares +24.53K (+30.53%)
- DFSDWeight decreased · -0.41 pp10.05% → 9.64%Shares +1.74K (+0.34%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | DFACDIMENSIONAL US CORE EQUITY 2US CORE EQUITY 2 View history and evidence | $54.67M | 21.36% | 1.38M shares | 22.19% → 21.36%-0.83 pp -34.60K (-2.44%) | Reduced | ▾ |
| 02 | DUHPDIMENSIONAL US HIGH PROFI ETUS HIGH PROFITAB View history and evidence | $37.52M | 14.66% | 986.71K shares | 14.90% → 14.66%-0.24 pp +16.44K (+1.69%) | Added | ▾ |
| 03 | DFCFDIMENSIONAL CORE FIXED INCCORE FIXED INCOM View history and evidence | $35.50M | 13.87% | 834.03K shares | 14.20% → 13.87%-0.33 pp +17.27K (+2.11%) | Added | ▾ |
| 04 | DFSDDIMENSIONAL SHORT DURATIONSHORT DURATION F View history and evidence | $24.67M | 9.64% | 514.52K shares | 10.05% → 9.64%-0.41 pp +1.74K (+0.34%) | Added | ▾ |
| 05 | DFUVDIMENSIONAL US MARKETWIDE VAUS MKTWIDE VALUE View history and evidence | $18.51M | 7.23% | 397.27K shares | 7.19% → 7.23%+0.04 pp +1.51K (+0.38%) | Added | ▾ |
| 06 | DFAXDIMENSIONAL WORLD EX US COREWORLD EX US CORE View history and evidence | $17.40M | 6.80% | 531.68K shares | 6.72% → 6.80%+0.08 pp +5.04K (+0.96%) | Added | ▾ |
| 07 | DFSVDIMENSIONAL US SMALL CAP VALUS SMALL CAP VAL View history and evidence | $15.26M | 5.96% | 464.05K shares | 5.86% → 5.96%+0.10 pp +11.70K (+2.59%) | Added | ▾ |
| 08 | DIHPDIMENSIONAL INTERNATIONAL HIINTL HIGH PROFIT View history and evidence | $13.00M | 5.08% | 410.43K shares | 4.87% → 5.08%+0.21 pp +16.30K (+4.14%) | Added | ▾ |
| 09 | DFUSDIMENSIONAL US EQ MKT ETFUS EQUITY MARKET View history and evidence | $7.78M | 3.04% | 104.89K shares | 2.37% → 3.04%+0.67 pp +24.53K (+30.53%) | Added | ▾ |
| 10 | TXNTEXAS INSTRUMENTS INC View history and evidence | $5.99M | 2.34% | 34.52K shares | 2.63% → 2.34%-0.29 pp -681 (-1.93%) | Reduced | ▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2010014 · Period 2025-12-31
Data loaded 2026-09-23 · First reported 2026-01-27
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 255943002
}Research all 35 reported holdings.
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