Grunden Financial Advisory, Inc. current holdings: USA ETF
Grunden Financial Advisory, Inc. reported $0.25 billion in exchange-traded fund shares (known by the fund name on the filing) (listed in the US), 21 positions, in its Form 13F for the quarter ended 2025-12-31; the largest are DFAC, DUHP, DFCF.
- DFAC: Country of operation —; Class US CORE EQUITY 2; Shares 1,380,842; Value $54,667,506.
- DUHP: Country of operation —; Class US HIGH PROFITAB; Shares 986,709; Value $37,524,548.
- DFCF: Country of operation —; Class CORE FIXED INCOM; Shares 834,031; Value $35,496,341.
- DFSD: Country of operation —; Class SHORT DURATION F; Shares 514,517; Value $24,671,097.
Form 13F-HR as filed (SEC CIK 2010014): quarter ended 2025-12-31, filed 2026-01-27. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Performance is each holding's price change from its close on the 2025-12-31 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.
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