Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| GRUNDEN FINANCIAL ADVISORY INC | 01-31-2024 | 12-31-2023 | 25 | 177,962,646 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 1 | $40,963,076 | 1,401,406 | 0.02 | 1,401,406 | +Inf | 12-31-2023 | |
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 2 | $28,614,994 | 674,882 | 0.02 | 674,882 | +Inf | 12-31-2023 | |
| DIMENSIONAL ETF TRUST | US HIGH PROFITAB | 3 | $22,666,169 | 792,246 | 0.01 | 792,246 | +Inf | 12-31-2023 | |
| DIMENSIONAL ETF TRUST | SHORT DURATION F | 4 | $20,271,634 | 431,220 | 0.01 | 431,220 | +Inf | 12-31-2023 |
