Blossom Wealth Management Dimensional ETF Tr Short Durat Transaction History
Blossom Wealth Management
- $51.8 Million
- Q4 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 14,626 shares of DFSD stock, worth $689,908. This represents 1.32% of its overall portfolio holdings.
Number of Shares
14,626
Previous 13,477
8.53%
Holding current value
$689,908
Previous $643,000
6.53%
% of portfolio
1.32%
Previous 1.3%
Shares
14 transactions
Others Institutions Holding DFSD
# of Institutions
292Shares Held
54.8MCall 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$113 Million1.35% of portfolio
-
Savant Capital, LLC2.31MShares$109 Million0.88% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.08MShares$98 Million1.09% of portfolio
-
Planning Center, Inc.2.05MShares$96.6 Million16.79% of portfolio