Insight Wealth Strategies, LLC Dimensional ETF Tr Inflation P Transaction History

Insight Wealth Strategies, LLC

$790 Million
Q4 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Oct 06, 2025	BUY	$41.6 - $42.66 $18.7 Million - $19.2 Million	449,081 New	449,081 $19 Million

Others Institutions Holding DFIP

# of Institutions

155

Shares Held

17.2M

Call Options Held

0

Put Options Held

0

Matson Money. Inc.

3.57M
Shares

$151 Million
5.03% of portfolio
Heirloom Wealth Management Greenwood Village, CO

1.07M
Shares

$44.9 Million
11.49% of portfolio
Hemington Wealth Management

913K
Shares

$38.4 Million
5.01% of portfolio
Planning Center, Inc.

898K
Shares

$37.8 Million
5.58% of portfolio
Hill Investment Group Partners, LLC St. Louis, MO

800K
Shares

$33.7 Million
4.12% of portfolio

About DIMENSIONAL ETF TR INFLATION P

Ticker DFIP
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