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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Grunden Financial Advisory, Inc.

Quarter ended Q3 2025 · Filed November 4, 2025 · Accession 0002010014-25-000004

Total Value
$246.0M
Positions
31
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (31)

#IssuerTicker / CUSIPSharesValue% of Filing
1DIMENSIONAL ETF TRUST25434V7081,415,438$54.6M22.19%
2DIMENSIONAL ETF TRUST25434V831970,269$36.6M14.90%
3DIMENSIONAL ETF TRUST25434V872816,766$34.9M14.20%
4DIMENSIONAL ETF TRUST25434V864512,776$24.7M10.05%
5DIMENSIONAL ETF TRUST25434V724395,758$17.7M7.19%
6DIMENSIONAL ETF TRUST25434V880526,643$16.5M6.72%
7DIMENSIONAL ETF TRUST25434V815452,353$14.4M5.86%
8DIMENSIONAL ETF TRUST25434V765394,127$12.0M4.87%
9TEXAS INSTRS INC88250810435,196$6.5M2.63%
10DIMENSIONAL ETF TRUST25434V40180,356$5.8M2.37%
11DIMENSIONAL ETF TRUST25434V799112,721$3.7M1.50%
12DIMENSIONAL ETF TRUST25434V50052,430$3.6M1.46%
13DIMENSIONAL ETF TRUST25434V78188,147$3.1M1.28%
14DIMENSIONAL ETF TRUST25434V20380,668$2.9M1.19%
15DIMENSIONAL ETF TRUST25434V30243,218$1.4M0.55%
16DIMENSIONAL ETF TRUST25434V73237,669$1.2M0.49%
17APPLE INCAAPL4,243$1.1M0.44%
18DIMENSIONAL ETF TRUST25434V74033,684$1.1M0.44%
19DIMENSIONAL ETF TRUST25434V84912,465$598,0920.24%
20PACCAR INCPCAR4,266$419,3940.17%
21VANGUARD INDEX FDS9229086291,200$352,4880.14%
22MICROSOFT CORPMSFT611$316,4840.13%
23DIMENSIONAL ETF TRUST25434V65811,196$305,7530.12%
24IDEXX LABS INC45168D104475$303,4730.12%
25ALPHABET INCGOOG1,157$281,2670.11%
26TESLA INCTSLA625$277,9500.11%
27MORGAN STANLEYMS-PQ1,740$276,5900.11%
28NVIDIA CORPORATIONNVDA1,416$264,1980.11%
29THOMSON REUTERS CORPTMSOF1,582$245,7320.10%
30THE CIGNA GROUP125523100851$245,2900.10%
31WALMART INCWMT2,316$238,6870.10%