Kfg Wealth Management, LLC Dimensional ETF Tr Inflation P Transaction History

Kfg Wealth Management, LLC

$434 Million
Q2 2025

A detailed history of Kfg Wealth Management, LLC transactions in Dimensional ETF Tr Inflation P stock. As of the latest transaction made, Kfg Wealth Management, LLC holds 194,955 shares of DFIP stock, worth $8.2 Million. This represents 1.88% of its overall portfolio holdings.

Number of Shares

194,955

Previous 190,357 2.42%

Holding current value

$8.2 Million

Previous $7.99 Million 1.98%

% of portfolio

1.88%

Previous 2.05%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 14, 2025	BUY	$41.11 - $42.42 $189,023 - $195,047	4,598 Added 2.42%	194,955 $8.15 Million
Q1 2025 Apr 11, 2025	BUY	$40.27 - $42.11 $492,864 - $515,384	12,239 Added 6.87%	190,357 $7.99 Million
Q4 2024 Jan 21, 2025	BUY	$40.31 - $42.43 $3.03 Million - $3.19 Million	75,072 Added 72.85%	178,118 $7.21 Million
Q3 2024 Oct 15, 2024	BUY	$40.69 - $42.46 $3.91 Million - $4.09 Million	96,211 Added 1407.62%	103,046 $4.36 Million
Q2 2024 Jul 19, 2024	BUY	$40.31 - $41.37 $53,733 - $55,146	1,333 Added 24.23%	6,835 $279,000
Q1 2024 Apr 19, 2024	BUY	$40.58 - $41.54 $223,271 - $228,553	5,502 New	5,502 $226,000

Others Institutions Holding DFIP

# of Institutions

148

Shares Held

15.9M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR INFLATION P

Ticker DFIP
Sector ETFs
Industry ETFs

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Kfg Wealth Management, LLC Dimensional ETF Tr Inflation P Transaction History