Great Waters Wealth Management has filed its 13F form on October 04, 2024 for Q3 2024 where it was disclosed a total value porftolio of $742 Billion distributed in 110 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 $139B, Dimensional ETF Tr with a value of $105B, Dimensional ETF Tr Core Fxd In with a value of $89.9B, Dimensional ETF Tr Short Durat with a value of $52.1B, and Vanguard Bd Index Fd Inc Total with a value of $51.1B.
Examining the 13F form we can see an increase of $86.8B in the current position value, from $655B to 742B.
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.
