Blossom Wealth Management Dimensional ETF Tr Inflation P Transaction History
Blossom Wealth Management
- $49.4 Million
- Q3 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 5,252 shares of DFIP stock, worth $213,756. This represents 0.45% of its overall portfolio holdings.
Number of Shares
5,252
Previous 5,016
4.7%
Holding current value
$213,756
Previous $204,000
8.82%
% of portfolio
0.45%
Previous 0.44%
Shares
2 transactions
Others Institutions Holding DFIP
# of Institutions
118Shares Held
12.7MCall Options Held
0Put Options Held
0-
Matson Money. Inc.3.49MShares$142 Million5.09% of portfolio
-
Heirloom Wealth Management Greenwood Village, CO991KShares$40.3 Million13.61% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO803KShares$32.7 Million4.54% of portfolio
-
Planning Center, Inc.744KShares$30.3 Million5.32% of portfolio
-
Geometric Wealth Advisors430KShares$17.5 Million3.51% of portfolio