account_balance

Investment manager · 13F filer · SEC CIK 1964535

Great Waters Wealth Management

Reported value$1.11Bas of Sep 30, 2026
Positions131 6 new, 2 sold out
Top 10 weight87.3%DFUS alone is 23%
FiledOct 77 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
DFUS Dimensional ETF Trust 23.3% Added +6%
DFAX Dimensional ETF Trust 17.8% Added +6%
DFCF Dimensional ETF Trust 15.3% Added +11%
DFSD Dimensional ETF Trust 8.8% Added +8%
DFAS Dimensional ETF Trust 8.5% Added +7%
DFAT Dimensional ETF Trust 5.6% Added +6%
DFGR Dimensional ETF Trust 2.5% Added +10%
BND Vanguard Bd Index FDS 2.1% Trimmed −15%
DFIC Dimensional ETF Trust 1.7% Trimmed −15%
IWM iShares Tr 1.6% Trimmed −12%
DFAC Dimensional ETF Trust 1.1% Held
AAPL Apple Inc. 0.9% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 7, 2026, compared with the Jul 9, 2026 filing
add_circleNew
arrow_upwardAdded
  • DFCF +11%
  • DFGR +10%
  • DFSD +8%
  • DFAS +7%
arrow_downwardTrimmed
  • BND −15%
  • DFAE −15%
  • DFIC −15%
  • IWM −12%
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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