Great Waters Wealth Management

13F Portfolio Filings

Most recent 13F
Q1 2024
Location
Shoreview, MN
CIK
0001964535
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q1 2024 99 612,266 DFUS, DIMENSIONAL ETF TRUST, DFAX, BND 13F-HR 4/8/2024 000196453524000003
Q4 2023 96 563,774 DFUS, DIMENSIONAL ETF TRUST, DFAX, BND 13F-HR 1/19/2024 000196453524000002
Q3 2023 93 503,870 DIMENSIONAL ETF TRUST, DFUS, BND, DFAX 13F-HR 10/11/2023 000196453523000004
Q2 2023 95 503,058 BND, DIMENSIONAL ETF TRUST, DFUS, DFIC 13F-HR 7/7/2023 000196453523000003
Q1 2023 84 473,347 BND, DFIC, DIMENSIONAL ETF TRUST, DFUS 13F-HR 4/25/2023 000196453523000002
Q4 2022 86 464,574 BND, DFIC, IWM, DFUS 13F-HR 2/3/2023 000196453523000001