Blossom Wealth Management Dimensional ETF Tr Short Durat Transaction History
Blossom Wealth Management
- $56.2 Million
- Q2 2025
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 17,668 shares of DFSD stock, worth $854,601. This represents 1.51% of its overall portfolio holdings.
Number of Shares
17,668
Previous 16,186
9.16%
Holding current value
$854,601
Previous $769,000
10.27%
% of portfolio
1.51%
Previous 1.55%
Shares
16 transactions
Others Institutions Holding DFSD
# of Institutions
370Shares Held
75.6MCall Options Held
0Put Options Held
0-
Buckingham Strategic Partners Saint Louis, MO3.9MShares$188 Million2.67% of portfolio
-
Savant Capital, LLC3.66MShares$177 Million1.15% of portfolio
-
Apella Capital, LLC3.4MShares$164 Million4.64% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.07MShares$148 Million1.76% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.58MShares$125 Million10.42% of portfolio