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
$207M
AUM Growth
+$3.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1
+$1.99M
2
+$1.32M
3
+$1.06M
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$760K
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$746K

Top Sells

1
+$215K
2
+$207K
3
+$132K
4
DFUS icon
Dimensional US Equity ETF
DFUS
+$56.4K
5
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$18.2K

Sector Composition

1 Technology 3.98%
2 Industrials 0.12%
3 Consumer Discretionary 0.12%
4 Healthcare 0.11%
5 Communication Services 0.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$219K 0.11%
+1,740
27
$219K 0.11%
+2,421
28
– –
-732
29
– –
-400
1
2