Great Waters Wealth Management - Portfolio overview

Great Waters Wealth Management has 125 reported holdings in this dataset, with the latest filing dated 2026-04-17.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. DFUS - DIMENSIONAL ETF TRUST, 21.11%
2. DFAX - DIMENSIONAL ETF TRUST, 17.54%
3. DFCF - DIMENSIONAL ETF TRUST, 15.49%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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