Blossom Wealth Management Dimensional ETF Tr Inflation P Transaction History
Blossom Wealth Management
- $51.8 Million
- Q4 2024
A detailed history of Blossom Wealth Management transactions in Dimensional ETF Tr Inflation P stock. As of the latest transaction made, Blossom Wealth Management holds 5,481 shares of DFIP stock, worth $226,803. This represents 0.43% of its overall portfolio holdings.
Number of Shares
5,481
Previous 5,252
4.36%
Holding current value
$226,803
Previous $222,000
0.45%
% of portfolio
0.43%
Previous 0.45%
Shares
3 transactions
Others Institutions Holding DFIP
# of Institutions
132Shares Held
14.4MCall Options Held
0Put Options Held
0-
Matson Money. Inc.3.52MShares$145 Million5.1% of portfolio
-
Heirloom Wealth Management Greenwood Village, CO1.05MShares$43.5 Million13.39% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO798KShares$33 Million4.33% of portfolio
-
Planning Center, Inc.754KShares$31.2 Million5.34% of portfolio
-
Geometric Wealth Advisors451KShares$18.7 Million3.46% of portfolio