Great Waters Wealth Management
$1.1B 13F equity value
128 Holdings
Latest filing 2026-06-30
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| DFUS | DIMENSIONAL ETF TRUST | 2,934,668 | $240M | 22.3% |
| DFAX | DIMENSIONAL ETF TRUST | 5,054,079 | $186M | 17.2% |
| DFCF | DIMENSIONAL ETF TRUST | 3,833,555 | $162M | 15.0% |
| DFAS | DIMENSIONAL ETF TRUST | 1,150,130 | $95M | 8.8% |
| DFSD | DIMENSIONAL ETF TRUST | 1,949,171 | $93M | 8.6% |
| DFAT | DIMENSIONAL ETF TRUST | 888,357 | $62M | 5.8% |
| BND | VANGUARD BD INDEX FDS | 393,030 | $29M | 2.7% |
| DFGR | DIMENSIONAL ETF TRUST | 951,736 | $28M | 2.6% |
| IWM | ISHARES TR | 72,850 | $22M | 2.0% |
| DFIC | DIMENSIONAL ETF TRUST | 574,484 | $21M | 2.0% |
Track Great Waters Wealth Management's 13F portfolio: $1.1B in reported holdings, 128 positions. Top holdings and quarterly changes on SentiSense.
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