Great Waters Wealth Management
$1.1B 13F equity value
133 Holdings
Quarter ended September 30, 2026
The latest 13F on file for Great Waters Wealth Management covers the quarter ended September 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| DFUS | DIMENSIONAL ETF TRUST | 3,114,270 | $259M | 23.3% |
| DFAX | DIMENSIONAL ETF TRUST | 5,348,513 | $198M | 17.8% |
| DFCF | DIMENSIONAL ETF TRUST | 4,243,092 | $170M | 15.3% |
| DFSD | DIMENSIONAL ETF TRUST | 2,114,712 | $98M | 8.8% |
| DFAS | DIMENSIONAL ETF TRUST | 1,227,703 | $95M | 8.5% |
| DFAT | DIMENSIONAL ETF TRUST | 942,310 | $63M | 5.6% |
| DFGR | DIMENSIONAL ETF TRUST | 1,044,549 | $28M | 2.5% |
| BND | VANGUARD BD INDEX FDS | 332,202 | $23M | 2.1% |
| DFIC | DIMENSIONAL ETF TRUST | 491,025 | $18M | 1.7% |
| IWM | ISHARES TR | 64,266 | $18M | 1.6% |
Track Great Waters Wealth Management's 13F portfolio: $1.1B in reported holdings, 133 positions. Top holdings and quarterly changes on SentiSense.
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