Great Waters Wealth Management — 13F holdings

Great Waters Wealth Management reported 131 holdings worth $1.11B in its 13F filing for Q3 2026, filed October 7, 2026.

Largest positions

  1. DFUS DIMENSIONAL ETF TRUST — $259M (23.3%)
  2. DFAX DIMENSIONAL ETF TRUST — $198M (17.8%)
  3. DFCF DIMENSIONAL ETF TRUST — $170M (15.3%)
  4. DFSD DIMENSIONAL ETF TRUST — $98.3M (8.8%)
  5. DIMENSIONAL ETF TRUST — $95.0M (8.5%)
  6. DIMENSIONAL ETF TRUST — $62.6M (5.6%)
  7. DFGR DIMENSIONAL ETF TRUST — $28.3M (2.5%)
  8. BND VANGUARD BD INDEX FDS — $23.3M (2.1%)
  9. DFIC DIMENSIONAL ETF TRUST — $18.5M (1.7%)
  10. IWM ISHARES TR — $17.9M (1.6%)