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 $690,639. This represents 1.32% of its overall portfolio holdings.
Number of Shares
14,626
Previous 13,477
8.53%
Holding current value
$690,639
Previous $643,000
6.53%
% of portfolio
1.32%
Previous 1.3%
Shares
14 transactions
Others Institutions Holding DFSD
# of Institutions
328Shares Held
65.8MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH4.17MShares$197 Million1.31% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.98MShares$141 Million2.55% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.71MShares$128 Million1.54% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.59MShares$122 Million11.2% of portfolio
-
Savant Capital, LLC2.31MShares$109 Million0.88% of portfolio