Great Waters Wealth Management: 13F holdings
CIK 19645352026Q2
| Positions | 127 |
|---|---|
| Reported value | $1.1bn |
| Filed | 2026-07-09 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| DFUS DIMENSIONAL ETF TRUST | 2,934,668 | $240.5m | 22.3% |
| DFAX DIMENSIONAL ETF TRUST | 5,054,079 | $186.2m | 17.2% |
| DFCF DIMENSIONAL ETF TRUST | 3,833,555 | $161.8m | 15.0% |
| DIMENSIONAL ETF TRUST | 1,150,130 | $94.7m | 8.8% |
| DFSD DIMENSIONAL ETF TRUST | 1,949,171 | $93.1m | 8.6% |
| DIMENSIONAL ETF TRUST | 888,357 | $62.1m | 5.8% |
| BND VANGUARD BD INDEX FDS | 393,030 | $28.9m | 2.7% |
| DIMENSIONAL ETF TRUST | 951,736 | $27.6m | 2.6% |
| IWM ISHARES TR | 72,850 | $21.9m | 2.0% |
| DFIC DIMENSIONAL ETF TRUST | 574,484 | $21.4m | 2.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1964535")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.