BWM
Blossom Wealth Management’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $848K | Buy |
17,668
+1,482
| +9% | +$71.2K | 1.5% | 18 |
|
|
2025
Q1 | $769K | Buy |
16,186
+1,560
| +11% | +$74.1K | 1.55% | 19 |
|
|
2024
Q4 | $686K | Buy |
14,626
+1,149
| +9% | +$53.9K | 1.32% | 20 |
|
|
2024
Q3 | $643K | Buy |
13,477
+780
| +6% | +$37.2K | 1.3% | 22 |
|
|
2024
Q2 | $597K | Buy |
12,697
+563
| +5% | +$26.5K | 1.3% | 21 |
|
|
2024
Q1 | $571K | Buy |
12,134
+284
| +2% | +$13.4K | 1.37% | 22 |
|
|
2023
Q4 | $557K | Buy |
11,850
+608
| +5% | +$28.6K | 1.5% | 22 |
|
|
2023
Q3 | $521K | Buy |
11,242
+889
| +9% | +$41.2K | 1.67% | 20 |
|
|
2023
Q2 | $480K | Buy |
10,353
+1,463
| +16% | +$67.8K | 1.76% | 20 |
|
|
2023
Q1 | $415K | Buy |
8,890
+925
| +12% | +$43.2K | 1.69% | 24 |
|
|
2022
Q4 | $367K | Buy |
7,965
+588
| +8% | +$27.1K | 1.77% | 26 |
|
|
2022
Q3 | $339K | Buy |
7,377
+44
| +0.6% | +$2.02K | 1.91% | 25 |
|
|
2022
Q2 | $344K | Buy |
7,333
+221
| +3% | +$10.4K | 1.74% | 25 |
|
|
2022
Q1 | $341K | Buy |
7,112
+1,450
| +26% | +$69.5K | 1.54% | 27 |
|
|
2021
Q4 | $283K | Buy |
+5,662
| New | +$283K | 1.39% | 33 |
|