Great Waters Wealth Management Incresed Positions in Q4 2025

Great Waters Wealth Management

  • $909 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
DFUS
Dimensional ETF Tr U S Equity

ETFs
189K
+ 7.55%
$71.0 - $74.64 $13.4M - $14.1M
2.69M $199B
DFAX
Dimensional ETF Tr
310K
+ 6.84%
$30.71 - $32.34 $9.53M - $10M
4.85M $159B
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
355K
+ 12.88%
$42.71 - $43.27 $15.2M - $15.4M
3.11M $133B
DFAS
Dimensional ETF Tr U S Small C

ETFs
117K
+ 12.53%
$66.04 - $69.67 $7.72M - $8.14M
1.05M $73.1B
DFSD
Dimensional ETF Tr Short Durat

ETFs
148K
+ 10.49%
$48.17 - $48.5 $7.13M - $7.18M
1.56M $74.8B
DFAT
Dimensional ETF Tr U S Target

ETFs
88.5K
+ 12.05%
$55.75 - $58.83 $4.94M - $5.21M
823K $49B
Dimensional ETF Trust
114K
+ 15.86%
N/A
831K $22B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
1.62K
+ 0.54%
$37.61 - $39.41 $60.9K - $63.8K
301K $11.9B
TSLA
Tesla, Inc.

Consumer Cyclical
604
+ 15.72%
$401.99 - $468.37 $243K - $283K
4.45K $2B
SPGM
Spdr Index Shs Fds S Spdr Port

ETFs
974
+ 3.14%
$73.54 - $77.36 $71.6K - $75.3K
32K $2.46B
SCHO
Schwab Short Term Us Treasury

ETFs
5.2K
+ 9.66%
$24.31 - $24.46 $126K - $127K
59K $1.44B
CORP
Pimco Investment Grade Corp Bd

ETFs
1.37K
+ 7.87%
$97.88 - $99.61 $134K - $136K
18.7K $1.83B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
1.23K
+ 1.79%
$23.02 - $24.23 $28.3K - $29.8K
69.7K $1.67B
DAL
Delta Air Lines, Inc.

Industrials
1
+ 0.02%
$55.65 - $62.32 $55.7 - $62.3
6.28K $436M
EFA
Ishares Tr Msci Eafe ETF

ETFs
292
+ 1.52%
$92.24 - $96.56 $26.9K - $28.2K
19.5K $1.87B
ACWI
Ishares Msci Acwi ETF

ETFs
264
+ 2.23%
$135.71 - $142.56 $35.8K - $37.6K
12.1K $1.71B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.53K
+ 1.92%
$26.44 - $27.53 $40.4K - $42K
81.1K $2.23B
DGRE
Wisdomtree Tr Emerging Mkts Qu

ETFs
130
+ 0.74%
$28.52 - $30.56 $3.71K - $3.97K
17.8K $556M
AVGO
Broadcom Inc.

Technology
100
+ 11.99%
$324.63 - $385.98 $32.5K - $38.6K
934 $323M
SCHA
Schwab Strategic Tr Us Small C

ETFs
653
+ 1.55%
$27.17 - $28.65 $17.7K - $18.7K
42.8K $1.22B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
50
+ 12.2%
$600.51 - $631.95 $30K - $31.6K
460 $289M
PHB
Invesco Fd Tr Ii Fundamental H

ETFs
1.6K
+ 3.4%
$18.44 - $18.66 $29.5K - $29.8K
48.6K $905M
USB
Us Bancorp \De\

Financial Services
11
+ 0.18%
$45.28 - $48.26 $498 - $531
5.97K $319M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
391
+ 1.06%
$28.9 - $30.17 $11.3K - $11.8K
37.4K $1.12B
TRV
Travelers Companies, Inc.

Financial Services
3
+ 0.21%
$261.57 - $287.42 $785 - $862
1.41K $409M
SPY
Spdr S&P 500 ETF Trust

ETFs
1
+ 0.11%
$653.02 - $687.39 $653 - $687
936 $639M
ITOT
Ishares Core S&P Total U.S. St

ETFs
43
+ 1.53%
$142.79 - $150.05 $6.14K - $6.45K
2.85K $424M
VEA
Vanguard Ftse Developed Market

ETFs
31
+ 0.63%
$59.18 - $62.09 $1.83K - $1.92K
4.93K $308M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
69
+ 0.51%
$16.88 - $17.5 $1.16K - $1.21K
13.6K $240M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
744
+ 3.3%
$70.3 - $73.05 $52.3K - $54.3K
23.3K $1.66B
GMF
Spdr Index Shs Fund Spdr S&P E

ETFs
14
+ 0.53%
$135.46 - $143.58 $1.9K - $2.01K
2.64K $367M
ACVF
ETF Opportunities Tr American

ETFs
10
+ 0.15%
$48.28 - $50.26 $483 - $503
6.66K $329M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
196
+ 2.1%
$32.35 - $34.37 $6.34K - $6.74K
9.55K $313M
ABBV
Abb Vie Inc.

Healthcare
5
+ 0.43%
$211.96 - $244.38 $1.06K - $1.22K
1.18K $270M
GIS
General Mills Inc

Consumer Defensive
552
+ 5.6%
$45.98 - $50.93 $25.4K - $28.1K
10.4K $484M
HD
Home Depot, Inc.

Consumer Cyclical
1
+ 0.09%
$358.03 - $397.02 $358 - $397
1.1K $379M
XEL
Xcel Energy Inc

Utilities
16
+ 0.15%
$79.6 - $81.85 $1.27K - $1.31K
10.5K $777M
Activity Summary
Buys All Purchases 43 New Holdings 5 Increased Positions 38 Sells All Sells 44 Reductions 44 Sold out 0 Options Calls 0 Puts 0
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