Great Waters Wealth Management DIMENSIONAL ETF TRUST Transaction History

Great Waters Wealth Management

831,153

Previous 717,379 15.86%

$22 Billion

Previous $19.6 Billion 12.08%

2.42%

Previous 2.31%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 15, 2026	BUY	N/A	113,774 Added 15.86%	831,153 $22 Billion
Q3 2025 Oct 14, 2025	BUY	N/A	52,780 Added 7.94%	717,379 $19.6 Billion
Q2 2025 Jul 11, 2025	BUY	N/A	7,817 Added 1.19%	664,599 $17.8 Billion
Q1 2025 Apr 14, 2025	SELL	N/A	-28,304 Reduced 4.13%	656,782 $17.2 Billion
Q4 2024 Jan 16, 2025	BUY	N/A	109,573 Added 19.04%	685,086 $17.5 Billion

Q3 2024 Oct 04, 2024	BUY	N/A	66,913 Added 13.16%	575,513 $16.6 Billion
Q2 2024 Jul 08, 2024	BUY	N/A	72,234 Added 16.55%	508,600 $12.7 Billion
Q1 2024 Apr 08, 2024	BUY	N/A	40,879 Added 10.34%	436,366 $11.1 Billion
Q4 2023 Jan 19, 2024	BUY	N/A	65,775 Added 19.95%	395,487 $10.1 Billion
Q3 2023 Oct 11, 2023	BUY	N/A	329,712 New	329,712 $7.26 Billion

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