Blossom Wealth Management Dimensional ETF Tr Short Durat Transaction History
Blossom Wealth Management
- $49.4 Million
- Q3 2024
A detailed history of Blossom Wealth Management transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Blossom Wealth Management holds 13,477 shares of DFSD stock, worth $631,127. This represents 1.3% of its overall portfolio holdings.
Number of Shares
13,477
Previous 12,697
6.14%
Holding current value
$631,127
Previous $596,000
7.89%
% of portfolio
1.3%
Previous 1.3%
Shares
13 transactions
Others Institutions Holding DFSD
# of Institutions
260Shares Held
49.1MCall Options Held
0Put Options Held
0-
Beaird Harris Wealth Management, LLC Dallas, TX2.49MShares$117 Million11.0% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.39MShares$112 Million1.35% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.08MShares$97.3 Million1.09% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.02MShares$94.8 Million2.21% of portfolio
-
Planning Center, Inc.2.01MShares$94.2 Million16.23% of portfolio