Ownership history in Grunden Financial Advisory, Inc. Β· 9 quarters on record
This page tracks every 13F SEC filing in which Grunden Financial Advisory, Inc. reported a position in DIMENSIONAL ETF TRUST (DIHP). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Grunden Financial Advisory, Inc. underperformed the S&P 500 by β4.6% annually on this DIHP position. Timing score: 71% (5/7 decisions correct). Average cost basis: $27.87. Maximum drawdown during holding period: β8.4%.
β οΈ Trailed SPY by 4.6% ann. on this position.
7 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
5 of 7 add/trim decisions correct
Best entry: $24.69 (2024 Q4) Β· Worst: $31.67 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
9 adds Β· 0 trims. Bought during 2 of 2 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π Grunden Financial Advisory, Inc. has been actively increasing its DIHP allocation β a bullish signal from insiders.
Currently 5.08% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size