Grunden Financial Advisory, Inc.

13F Filings History

Latest 13F report: Q4 2024 - Jan 24, 2025
Value $: $207M
Signature - Title: David Ragan - VP/Chief Compliance Officer
Location: Denton, TX
Summary: This page shows a list of all the recent 13F filings made by Grunden Financial Advisory, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Grunden Financial Advisory, Inc. reported 27 stock holdings with total value $207M as of Q4 2024. Top holdings included DFAC, DFCF, DUHP, DFSD, and DFUV.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q4 2024	27	$207M	+$9.04M	-$640K	+$8.4M	DFAC, DFCF, DUHP, DFSD, DFUV	13F-HR	1/24/2025, 05:14 PM
Q3 2024	24	$204M	+$2.33M	-$570K	+$1.76M	DFAC, DFCF, DUHP, DFSD, DFUV	13F-HR	10/8/2024, 06:04 PM
Q2 2024	26	$192M	+$4.03M	-$299K	+$3.73M	DFAC, DFCF, DUHP, DFSD, DFUV	13F-HR	8/9/2024, 04:57 PM
Q1 2024	24	$188M	+$1.8M	-$1.16M	+$634K	DFAC, DFCF, DUHP, DFSD, DFUV	13F-HR	4/29/2024, 08:44 PM
Q4 2023	25	$178M				DFAC, DFCF, DUHP, DFSD, DFUV	13F-HR	1/31/2024, 03:53 PM