HoldingsChannel.com
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
|---|---|---|---|
 DIMENSIONAL ETF TRUST (DFAC) |
1,404,939 | +3,533 | $44,888 |
| DFAC | 1,404,939 | +3,533 | $44,888 |
| DIMENSIONAL ETF TRUST (DFCF) |
684,885 | +10,003 | $28,731 |
| DFCF | 684,885 | +10,003 | $28,731 |
| DIMENSIONAL ETF TRUST (DUHP) |
793,995 | +1,749 | $25,098 |
| DUHP | 793,995 | +1,749 | $25,098 |
| DIMENSIONAL ETF TRUST (DFSD) |
439,971 | +8,751 | $20,696 |
| DFSD | 439,971 | +8,751 | $20,696 |
| DIMENSIONAL ETF TRUST (DFUV) |
397,412 | -6,095 | $16,254 |
| DFUV | 397,412 | -6,095 | $16,254 |
| DIMENSIONAL ETF TRUST (DFAX) |
548,690 | -10,307 | $13,959 |
| DFAX | 548,690 | -10,307 | $13,959 |
| DIMENSIONAL ETF TRUST (DFSV) |
382,122 | +6,988 | $11,502 |
| DFSV | 382,122 | +6,988 | $11,502 |
| DIMENSIONAL ETF TRUST (DIHP) |
333,275 | +4,991 | $8,978 |
| DIHP | 333,275 | +4,991 | $8,978 |
| TEXAS INSTRS INC |
35,266 | +1 | $6,144 |
| TXN | 35,266 | +1 | $6,144 |
| DIMENSIONAL ETF TRUST (DFAS) |
51,760 | -1,890 | $3,227 |
| DFAS | 51,760 | -1,890 | $3,227 |
| DIMENSIONAL ETF TRUST (DISV) |
65,223 | +829 | $1,773 |
| DISV | 65,223 | +829 | $1,773 |
| DIMENSIONAL ETF TRUST (DFUS) |
29,634 | -259 | $1,689 |
| DFUS | 29,634 | -259 | $1,689 |
| DIMENSIONAL ETF TRUST (DFIC) |
51,596 | +5,454 | $1,380 |
| DFIC | 51,596 | +5,454 | $1,380 |
| APPLE INC |
3,112 | -103 | $534 |
| AAPL | 3,112 | -103 | $534 |
| DIMENSIONAL ETF TRUST (DFNM) |
10,608 | +34 | $510 |
| DFNM | 10,608 | +34 | $510 |
| DIMENSIONAL ETF TRUST (DFEM) |
16,245 | +1,585 | $414 |
| DFEM | 16,245 | +1,585 | $414 |
| DIMENSIONAL ETF TRUST (DFEV) |
13,193 | +1,588 | $342 |
| DFEV | 13,193 | +1,588 | $342 |
| INTUIT |
494 | UNCH | $321 |
| INTU | 494 | UNCH | $321 |
| THE CIGNA GROUP |
828 | +4 | $301 |
| CI | 828 | +4 | $301 |
| FORD MTR CO DEL |
22,678 | +11 | $301 |
| F | 22,678 | +11 | $301 |
| VANGUARD INDEX FDS (VO) |
1,200 | -4 | $300 |
| VO | 1,200 | -4 | $300 |
| THOMSON REUTERS CORP. |
1,582 | UNCH | $247 |
| TRI | 1,582 | UNCH | $247 |
| MARTIN MARIETTA MATLS INC |
400 | -25 | $246 |
| MLM | 400 | -25 | $246 |
See Full List: All Stocks Held By Grunden Financial Advisory Inc.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Grunden Financial Advisory Inc.
|
Size ($ in 1000's)
At 03/31/2024: $188,036 At 12/31/2023: $177,962 Grunden Financial Advisory Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Grunden Financial Advisory Inc. 13F filings. Link to 13F filings: SEC filings |
