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 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%	+$9.83K	0.45%	64
2024 Q2	$205K	Buy	+5,016	New	+$205K	0.45%	63

Other funds holding DFIP

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

BPA

Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return

PCI

Planning Center Inc Moline, Illinois $1.06B AUM 12.82% 1-Year Est. Return

HIGP

Hill Investment Group Partners St. Louis, Missouri $980M AUM 22.33% 1-Year Est. Return

Pinney & Scofield Cambridge, Massachusetts $205M AUM 24.85% 1-Year Est. Return

Rather & Kittrell Knoxville, Tennessee $716M AUM 15.48% 1-Year Est. Return

LEFP

Leading Edge Financial Planning Knoxville, Tennessee $562M AUM 17.93% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return

GWA

Geometric Wealth Advisors Washington, District of Columbia $925M AUM 23.6% 1-Year Est. Return

SIM

Stratos Investment Management Beachwood, Ohio $2.77B AUM 20.35% 1-Year Est. Return

Blossom Wealth Management's DFIP Position: Q2 2026 in Review

Blossom Wealth Management reduced its Dimensional Inflation-Protected Securities ETF (DFIP) stake by 2.3% in Q2 2026, selling an estimated $8.17K and leaving 8,204 shares worth $338K. The position accounts for 0.48% of the portfolio, ranked #58.

Blossom Wealth Management first reported a position in DFIP in Q2 2024 and has held it in 9 quarters since. The position peaked at $358K in Q4 2025. 167 funds tracked by Wall St. Rank hold DFIP as of Q2 2026.

Blossom Wealth Management held 8,204 shares of Dimensional Inflation-Protected Securities ETF worth $338K as of Q2 2026.
Blossom Wealth Management sold 195 Dimensional Inflation-Protected Securities ETF shares in Q2 2026, an estimated $8.17K.
Dimensional Inflation-Protected Securities ETF made up 0.48% of Blossom Wealth Management's portfolio in Q2 2026, its #58 holding.
Blossom Wealth Management first reported a position in Dimensional Inflation-Protected Securities ETF in Q2 2024 and has held it in 9 quarters since.
Blossom Wealth Management's Dimensional Inflation-Protected Securities ETF position peaked at $358K in Q4 2025.
167 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q2 2026.

Based on Blossom Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.