Grunden Financial Advisory, Inc.

DENTON, TX · CIK 2010014 · 13F filing filed 2026-01-27

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyDenton, TX

$255.9m reported value +4.1% vs Q3 2025

35positions

90.0%in top 10

4 new 17 added 7 reduced 0 sold out vs Q3 2025

Holdings, Q4 2025

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	DIMENSIONAL ETF TRUST US CORE EQUITY 2 DFAC	DFAC	1,380,842	$54.7m21.36%	21.36%	Reduced -34.6k	-34,596 -2.4%
2	DIMENSIONAL ETF TRUST US HIGH PROFITAB US HIGH PROFITAB		986,709	$37.5m14.66%	14.66%	Added +16.4k	+16,440 1.7%
3	DIMENSIONAL ETF TRUST CORE FIXED INCOM DFCF	DFCF	834,031	$35.5m13.87%	13.87%	Added +17.3k	+17,265 2.1%
4	DIMENSIONAL ETF TRUST SHORT DURATION F DFSD	DFSD	514,517	$24.7m9.64%	9.64%	Added +1.7k	+1,741 0.3%
5	DIMENSIONAL ETF TRUST US MKTWIDE VALUE DFUV	DFUV	397,270	$18.5m7.23%	7.23%	Added +1.5k	+1,512 0.4%
6	DIMENSIONAL ETF TRUST WORLD EX US CORE DFAX	DFAX	531,680	$17.4m6.80%	6.80%	Added +5.0k	+5,037 1.0%
7	DIMENSIONAL ETF TRUST US SMALL CAP VAL US SMALL CAP VAL		464,053	$15.3m5.96%	5.96%	Added +11.7k	+11,700 2.6%
8	DIMENSIONAL ETF TRUST INTL HIGH PROFIT DIHP	DIHP	410,432	$13.0m5.08%	5.08%	Added +16.3k	+16,305 4.1%
9	DIMENSIONAL ETF TRUST US EQUITY MARKET DFUS	DFUS	104,887	$7.8m3.04%	3.04%	Added +24.5k	+24,531 30.5%
10	TEXAS INSTRS INC COM TXN	TXN	34,515	$6.0m2.34%	2.34%	Reduced -681	-681 -1.9%
11	DIMENSIONAL ETF TRUST US SMALL CAP ETF DFAS	DFAS	65,786	$4.6m1.79%	1.79%	Added +13.4k	+13,356 25.5%
12	DIMENSIONAL ETF TRUST INTL CORE EQUITY DFIC	DFIC	119,769	$4.1m1.61%	1.61%	Added +7.0k	+7,048 6.2%
13	DIMENSIONAL ETF TRUST INTL SMALL CAP V DISV	DISV	90,463	$3.4m1.34%	1.34%	Added +2.3k	+2,316 2.6%
14	DIMENSIONAL ETF TRUST INTL CORE EQT MK DFAI	DFAI	80,668	$3.1m1.20%	1.20%	Unchanged
15	DIMENSIONAL ETF TRUST EMGR CRE EQT MNG DFAE	DFAE	43,218	$1.4m0.55%	0.55%	Unchanged
16	DIMENSIONAL ETF TRUST EMERGING MKTS CO DFEM	DFEM	41,193	$1.4m0.53%	0.53%	Added +3.5k	+3,524 9.4%
17	DIMENSIONAL ETF TRUST EMERGING MKTS VA DFEV	DFEV	38,410	$1.3m0.51%	0.51%	Added +4.7k	+4,726 14.0%
18	APPLE INC COM AAPL	AAPL	3,194	$868.4k0.34%	0.34%	Reduced -1.0k	-1,049 -24.7%
19	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	1,253	$769.7k0.30%	0.30%	New
20	DIMENSIONAL ETF TRUST NATL MUN BD ETF DFNM	DFNM	12,580	$606.0k0.24%	0.24%	Added +115	+115 0.9%
21	PACCAR INC COM PCAR	PCAR	4,268	$467.4k0.18%	0.18%	Added +2	+2 0.1%
22	VANGUARD INDEX FDS MID CAP ETF VO	VO	1,200	$348.3k0.14%	0.14%	Unchanged
23	ALPHABET INC CAP STK CL A GOOGL	GOOGL	1,112	$348.1k0.14%	0.14%	Reduced -45	-45 -3.9%
24	IDEXX LABS INC COM IDXX	IDXX	475	$321.4k0.13%	0.13%	Unchanged
25	MORGAN STANLEY COM NEW MS	MS	1,740	$308.9k0.12%	0.12%	Unchanged
26	DIMENSIONAL ETF TRUST GLOBAL REAL EST DFGR	DFGR	11,535	$304.8k0.12%	0.12%	Added +339	+339 3.0%
27	TESLA INC COM TSLA	TSLA	625	$281.1k0.11%	0.11%	Unchanged
28	WALMART INC COM WMT	WMT	2,266	$252.5k0.10%	0.10%	Reduced -50	-50 -2.2%
29	THE CIGNA GROUP COM CI	CI	856	$235.5k0.09%	0.09%	Added +5	+5 0.6%
30	CAPITAL ONE FINL CORP COM COF	COF	886	$214.7k0.08%	0.08%	New
31	MICROSOFT CORP COM MSFT	MSFT	442	$213.5k0.08%	0.08%	Reduced -169	-169 -27.7%
32	THOMSON REUTERS CORP COM COM		1,582	$208.7k0.08%	0.08%	Unchanged
33	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	610	$204.4k0.08%	0.08%	New
34	INTUIT COM INTU	INTU	308	$204.0k0.08%	0.08%	New
35	NVIDIA CORPORATION COM NVDA	NVDA	1,075	$200.5k0.08%	0.08%	Reduced -341	-341 -24.1%