Blossom Wealth Management Dimensional ETF Tr Short Durat Transaction History
Blossom Wealth Management
- $41.5 Million
- Q1 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 12,134 shares of DFSD stock, worth $572,482. This represents 1.37% of its overall portfolio holdings.
Number of Shares
12,134
Previous 11,850
2.4%
Holding current value
$572,482
Previous $557,000
2.33%
% of portfolio
1.37%
Previous 1.5%
Shares
11 transactions
Others Institutions Holding DFSD
# of Institutions
223Shares Held
35.5MCall Options Held
0Put Options Held
0-
Beaird Harris Wealth Management, LLC Dallas, TX2.25MShares$106 Million10.59% of portfolio
-
Di Nuzzo Private Wealth, Inc. Beaver, PA1.95MShares$91.8 Million15.85% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS1.77MShares$83.5 Million1.34% of portfolio
-
High Tower Advisors, LLC Chicago, IL1.58MShares$74.5 Million0.12% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.58MShares$74.4 Million0.84% of portfolio