Great Waters Wealth Management Incresed Positions in Q3 2025

Great Waters Wealth Management

  • $846 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DFUS
Dimensional ETF Tr U S Equity

ETFs
106K
+ 4.45%
$67.01 - $72.84 $7.13M - $7.75M
2.5M $181B
DFAX
Dimensional ETF Tr
193K
+ 4.43%
$29.25 - $31.56 $5.63M - $6.08M
4.54M $142B
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
257K
+ 10.26%
$41.8 - $43.15 $10.7M - $11.1M
2.76M $118B
DFSD
Dimensional ETF Tr Short Durat

ETFs
169K
+ 13.62%
$47.86 - $48.43 $8.1M - $8.2M
1.41M $68B
DFAS
Dimensional ETF Tr U S Small C

ETFs
52.8K
+ 6.0%
$63.41 - $69.69 $3.35M - $3.68M
933K $63.9B
DFAT
Dimensional ETF Tr U S Target

ETFs
44.4K
+ 6.43%
$53.36 - $59.69 $2.37M - $2.65M
735K $42.8B
Dimensional ETF Trust
52.8K
+ 7.94%
N/A
717K $19.6B
NVDA
Nvidia Corp

Technology
51
+ 0.14%
$153.3 - $186.58 $7.82K - $9.52K
37.2K $6.94B
MMM
3 M CO

Industrials
5.43K
+ 24.14%
$144.41 - $160.2 $784K - $869K
27.9K $4.33B
TSLA
Tesla, Inc.

Consumer Cyclical
133
+ 3.59%
$293.94 - $444.72 $39.1K - $59.1K
3.84K $1.71B
BSX
Boston Scientific Corp

Healthcare
2.25K
+ 63.99%
$97.03 - $108.14 $218K - $243K
5.77K $563M
GOOGL
Alphabet Inc.

Communication Services
79
+ 3.33%
$174.36 - $254.72 $13.8K - $20.1K
2.45K $595M
MU
Micron Technology Inc

Technology
1
+ 0.03%
$104.88 - $168.89 $105 - $169
3.35K $560M
IVV
Ishares Core S&P 500 ETF

ETFs
128
+ 10.19%
$620.67 - $670.08 $79.4K - $85.8K
1.38K $926M
JNJ
Johnson & Johnson

Healthcare
500
+ 31.13%
$155.17 - $185.42 $77.6K - $92.7K
2.11K $391M
MSFT
Microsoft Corp

Technology
67
+ 1.27%
$491.09 - $535.64 $32.9K - $35.9K
5.35K $2.77B
ACWI
Ishares Msci Acwi ETF

ETFs
42
+ 0.36%
$128.32 - $138.41 $5.39K - $5.81K
11.8K $1.64B
QQQ
Invesco Qqq Trust, Series 1

ETFs
108
+ 13.58%
$546.99 - $602.2 $59.1K - $65K
903 $542M
Solventum Corp
1.36K
+ 24.36%
N/A
6.95K $507M
USB
Us Bancorp \De\

Financial Services
1.04K
+ 21.22%
$43.94 - $50.41 $45.8K - $52.6K
5.96K $288M
GIS
General Mills Inc

Consumer Defensive
1.48K
+ 17.72%
$48.44 - $53.83 $71.8K - $79.8K
9.85K $497M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
153
+ 0.42%
$28.15 - $30.13 $4.31K - $4.61K
37K $1.1B
CORP
Pimco Investment Grade Corp Bd

ETFs
405
+ 2.39%
$95.87 - $99.18 $38.8K - $40.2K
17.3K $1.71B
ACVF
ETF Opportunities Tr American

ETFs
702
+ 11.8%
$47.19 - $49.42 $33.1K - $34.7K
6.65K $328M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
423
+ 1.91%
$72.01 - $74.44 $30.5K - $31.5K
22.6K $1.66B
META
Meta Platforms, Inc.

Communication Services
64
+ 10.47%
$695.21 - $791.73 $44.5K - $50.7K
675 $495M
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
692
+ 2.87%
$20.22 - $21.71 $14K - $15K
24.8K $535M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
25
+ 6.49%
$567.77 - $614.76 $14.2K - $15.4K
410 $251M
PFE
Pfizer Inc

Healthcare
5
+ 0.02%
$23.29 - $25.88 $116 - $129
25.6K $653M
DGRE
Wisdomtree Tr Emerging Mkts Qu

ETFs
418
+ 2.43%
$27.26 - $29.27 $11.4K - $12.2K
17.6K $506M
SCHO
Schwab Short Term Us Treasury

ETFs
1.18K
+ 2.23%
$24.23 - $24.42 $28.5K - $28.7K
53.8K $1.31B
PHB
Invesco Fd Tr Ii Fundamental H

ETFs
1.28K
+ 2.8%
$18.32 - $18.72 $23.5K - $24K
47K $874M
VEA
Vanguard Ftse Developed Market

ETFs
199
+ 4.23%
$56.02 - $60.3 $11.1K - $12K
4.9K $294M
WMT
Walmart Inc.

Consumer Defensive
35
+ 0.92%
$94.4 - $104.27 $3.3K - $3.65K
3.82K $394M
SRLN
Ssga Active Trust

ETFs
448
+ 1.25%
$41.28 - $41.65 $18.5K - $18.7K
36.4K $1.51B
TRV
Travelers Companies, Inc.

Financial Services
2
+ 0.14%
$250.62 - $279.43 $501 - $559
1.41K $393M
ABT
Abbott Laboratories

Healthcare
135
+ 3.48%
$120.51 - $136.62 $16.3K - $18.4K
4.01K $538M
VGSH
Vanguard

ETFs
101
+ 0.53%
$58.43 - $58.88 $5.9K - $5.95K
19K $1.12B
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
67
+ 0.5%
$16.46 - $17.1 $1.1K - $1.15K
13.5K $230M
COST
Costco Wholesale Corp

Consumer Defensive
3
+ 0.17%
$915.95 - $994.57 $2.75K - $2.98K
1.77K $1.64B
Activity Summary
Buys All Purchases 48 New Holdings 7 Increased Positions 41 Sells All Sells 39 Reductions 39 Sold out 0 Options Calls 0 Puts 0
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