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Grunden Financial Advisory, Inc.
Grunden Financial Advisory, Inc. is an SEC-registered investment adviser headquartered in Denton, Texas. The firm provides wealth management and personalized financial planning services to individuals, families, business owners, and professionals, with a focus on helping clients optimize retirement, manage generational wealth, and achieve financial security. Grunden Financial Advisory, founded in 1994, is recognized for a client-centric approach and evidence-based investment strategies. The firm has been regionally recognized, including being listed on FA Magazine's 2025 RIA ranking. As of its recent filings, Grunden Financial Advisory employs 9 professionals and serves clients primarily in Texas and surrounding regions.
Investment Strategy
Grunden Financial Advisory employs an evidence-based investment strategy tailored to each client's specific goals and objectives. Their approach integrates advanced financial planning, asset allocation, and diversification, aiming to reduce financial complexity and boost client confidence. Grunden focuses on providing clarity, helping clients achieve secure retirements, optimize generational wealth transfers, and develop long-term, growth-oriented investment plans. The firm emphasizes fiduciary responsibility, ongoing advice, and strategies that balance risk and return for stewards of family wealth, business owners, and professionals.
Latest 13F Filing Activity
Grunden Financial Advisory, Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 31 equity positions with a total 13F market value of $226M. The fund increased holdings in Dimensional Etf Trust, Dimensional Etf Trust, Dimensional Etf Trust among other positions. Grunden Financial Advisory, Inc. reduced exposure to Apple Inc., Dimensional Etf Trust, Dimensional Etf Trust among others.
Top Holdings
Equity Positions (31)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DFAC | DIMENSIONAL ETF TRUST | 21.68% | $49.1M | 1,370,394 | $29.38 | $35.84 | +$2.7M |
D DFCF | DIMENSIONAL ETF TRUST | 14.67% | $33.2M | 786,000 | $42.30 | $42.26 | +$385.6K |
D DUHP | DIMENSIONAL ETF TRUST | 14.52% | $32.9M | 925,098 | $29.65 | $35.56 | +$5.6M |
D DFSD | DIMENSIONAL ETF TRUST | 10.56% | $23.9M | 498,093 | $47.03 | $48.01 | +$213.9K |
D DFUV | DIMENSIONAL ETF TRUST | 7.07% | $16.0M | 378,925 | $37.28 | $42.28 | +$202.3K |
Industry Allocation
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