Insight Wealth Strategies, LLC Dimensional ETF Tr Inflation P Transaction History
Insight Wealth Strategies, LLC
- $788 Million
- Q3 2025
A detailed history of Insight Wealth Strategies, LLC transactions in Dimensional ETF Tr Inflation P stock. As of the latest transaction made, Insight Wealth Strategies, LLC holds 449,081 shares of DFIP stock, worth $19.1 Million. This represents 2.41% of its overall portfolio holdings.
Number of Shares
449,081Holding current value
$19.1 Million% of portfolio
2.41%Shares
1 transactions
Others Institutions Holding DFIP
# of Institutions
151Shares Held
16.9MCall Options Held
0Put Options Held
0-
Matson Money. Inc.3.57MShares$152 Million5.21% of portfolio
-
Heirloom Wealth Management Greenwood Village, CO983KShares$41.7 Million11.5% of portfolio
-
Hemington Wealth Management913KShares$38.7 Million5.01% of portfolio
-
Planning Center, Inc.869KShares$36.9 Million5.63% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO798KShares$33.9 Million4.35% of portfolio