GFA

Grunden Financial Advisory Portfolio holdings

AUM $226M
1-Year Est. Return 8.99%
This Quarter Est. Return
1 Year Est. Return
+8.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$204M
AUM Growth
+$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1
+$449K
2
+$381K
3
+$320K
4
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$297K
5
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$232K

Top Sells

1
+$210K
2
+$203K
3
+$135K
4
DFUS icon
Dimensional US Equity ETF
DFUS
+$16.5K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$5.38K

Sector Composition

1 Technology 4.1%
2 Healthcare 0.14%
3 Industrials 0.13%
4 Materials 0.11%
5 Communication Services 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-453
27
– –
-10,771
1
2