Great Waters Wealth Management Portfolio Holdings

Great Waters Wealth Management has filed its 13F form on April 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $721 Billion distributed in 103 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Equity with a value of $143B, Dimensional ETF Tr with a value of $114B, Dimensional ETF Tr Core Fxd In with a value of $102B, Dimensional ETF Tr Short Durat with a value of $56.5B, and Dimensional ETF Tr U S Small C with a value of $51B.

Examining the 13F form we can see an decrease of $58.5B in the current position value, from $779B to 721B.

Great Waters Wealth Management is based out at Minneapolis, MN

Below you can find more details about Great Waters Wealth Management portfolio as well as his latest detailed transactions.