BWM
Blossom Wealth Management’s Dimensional Inflation-Protected Securities ETF DFIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $324K | Buy |
7,753
+867
| +13% | +$36.2K | 0.57% | 55 |
|
|
2025
Q1 | $290K | Buy |
6,886
+1,405
| +26% | +$59.2K | 0.58% | 58 |
|
|
2024
Q4 | $222K | Buy |
5,481
+229
| +4% | +$9.27K | 0.43% | 62 |
|
|
2024
Q3 | $222K | Buy |
5,252
+236
| +5% | +$9.98K | 0.45% | 64 |
|
|
2024
Q2 | $205K | Buy |
+5,016
| New | +$205K | 0.45% | 63 |
|