Blossom Wealth Management’s Dimensional Inflation-Protected Securities ETF DFIP Stock Holding History

Blossom Wealth Management’s Portfolio DFIP Stock Details DFIP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$325K	Buy	8,332 +128	+2%	+$5.17K	0.44%	57
2026 Q2	$338K	Sell	8,204 -195	-2%	-$8.17K	0.48%	58
2026 Q1	$350K	Sell	8,399 -227	-3%	-$9.5K	0.52%	56
2025 Q4	$358K	Buy	8,626 +330	+4%	+$13.9K	0.59%	54
2025 Q3	$350K	Buy	8,296 +543	+7%	+$22.9K	0.57%	53
2025 Q2	$324K	Buy	7,753 +867	+13%	+$36K	0.57%	55
2025 Q1	$290K	Buy	6,886 +1,405	+26%	+$58K	0.58%	58
2024 Q4	$222K	Buy	5,481 +229	+4%	+$9.45K	0.43%	62
2024 Q3	$222K	Buy	5,252 +236	+5%	+$9.8K	0.45%	64
2024 Q2	$205K	Buy	+5,016	New	+$205K	0.45%	63

Other funds holding DFIP

Matson Money Inc Mason, Ohio $3.57B AUM 10.63% 1-Year Est. Return

Planning Center Inc Moline, Illinois $1.07B AUM 7.5% 1-Year Est. Return

Hill Investment Group Partners St. Louis, Missouri $1.27B AUM 14.86% 1-Year Est. Return

Rather & Kittrell Knoxville, Tennessee $740M AUM 7.58% 1-Year Est. Return

Pinney & Scofield Cambridge, Massachusetts $220M AUM 16.28% 1-Year Est. Return

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Leading Edge Financial Planning Knoxville, Tennessee $483M AUM 11.03% 1-Year Est. Return

Geometric Wealth Advisors Washington, District of Columbia $949M AUM 15.64% 1-Year Est. Return

Stratos Investment Management Beachwood, Ohio $2.4B AUM 14.23% 1-Year Est. Return

Physician Wealth Solutions North Las Vegas, Nevada $254M AUM 10.29% 1-Year Est. Return

Blossom Wealth Management's DFIP Position: Q3 2026 in Review

Blossom Wealth Management increased its Dimensional Inflation-Protected Securities ETF (DFIP) stake by 1.6% in Q3 2026, buying an estimated $5.17K and bringing the position to 8,332 shares worth $325K. The position accounts for 0.44% of the portfolio, ranked #57.

Blossom Wealth Management first reported a position in DFIP in Q2 2024 and has held it in 10 quarters since. The position peaked at $358K in Q4 2025. 153 funds tracked by Wall St. Rank hold DFIP as of Q3 2026.

Blossom Wealth Management held 8,332 shares of Dimensional Inflation-Protected Securities ETF worth $325K as of Q3 2026.
Blossom Wealth Management bought 128 Dimensional Inflation-Protected Securities ETF shares in Q3 2026, an estimated $5.17K.
Dimensional Inflation-Protected Securities ETF made up 0.44% of Blossom Wealth Management's portfolio in Q3 2026, its #57 holding.
Blossom Wealth Management first reported a position in Dimensional Inflation-Protected Securities ETF in Q2 2024 and has held it in 10 quarters since.
Blossom Wealth Management's Dimensional Inflation-Protected Securities ETF position peaked at $358K in Q4 2025.
153 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q3 2026.

Based on Blossom Wealth Management's 13F filing for Q3 2026, filed 3 Nov 2026.