StockDriftsStockDriftsTop 50 Great Waters Wealth Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFUS | DIMENSIONAL ETF TRUST | 21.15% | 2.82M | $199.8M | +4.93%(+132.36K) | $52.24(+54.53%) | 2026-03-31 | |
| DFAX | DIMENSIONAL ETF TRUST | 17.57% | 4.89M | $166.0M | +0.81%(+39.45K) | $24.06(+55.97%) | 2026-03-31 | |
| DFCF | DIMENSIONAL ETF TRUST | 15.51% | 3.47M | $146.6M | +11.47%(+357.22K) | $42.00(+0.58%) | 2026-03-31 | |
| DFSD | DIMENSIONAL ETF TRUST | 9.04% | 1.78M | $85.4M | +14.37%(+224.13K) | $47.11(+1.65%) | 2026-03-31 | |
| DFAS | DIMENSIONAL ETF TRUST | 8.25% | 1.10M | $78.0M | +4.48%(+46.99K) | $58.72(+30.29%) | 2026-03-31 | |
| DFAT | DIMENSIONAL ETF TRUST | 5.64% | 853.4K | $53.3M | +3.65%(+30.02K) | $49.80(+32.22%) | 2026-03-31 | |
| BND | VANGUARD BD INDEX FDS | 3.19% | 409.9K | $30.2M | -4.64%(-19.96K) | $71.58(+2.23%) | 2026-03-31 | |
| DFGR | DIMENSIONAL ETF TRUST | 2.5% | 888.4K | $23.6M | +6.88%(+57.21K) | $25.30(+13.73%) | 2026-03-31 | |
| DFIC | DIMENSIONAL ETF TRUST | 2.34% | 621.0K | $22.1M | -10.61%(-73.74K) | $20.76(+83.50%) | 2026-03-31 | |
| IWM | ISHARES TR | 2.04% | 77.7K | $19.3M | -6.30%(-5.23K) | $169.64(+66.63%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.10% | +29.86% |
| Top 20 Holdings Unweighted | +10.98% | +36.71% |
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