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Insight Wealth Strategies’s Dimensional Inflation-Protected Securities ETF DFIP Stock Holding History

Insight Wealth Strategies’s Portfolio DFIP Stock Details DFIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-449,081
Closed -$19M – 174
2025
Q3 		$19M Buy
+449,081
New +$18.9M 2.23% 12

Other funds holding DFIP

MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
HWM
Heirloom Wealth Management Greenwood Village, Colorado $555M AUM 19.9% 1-Year Est. Return
PCI
Planning Center Inc Moline, Illinois $987M AUM 12.22% 1-Year Est. Return
HIGP
Hill Investment Group Partners St. Louis, Missouri $906M AUM 20.13% 1-Year Est. Return
GWA
Geometric Wealth Advisors Washington, District of Columbia $799M AUM 22.19% 1-Year Est. Return
PS
Pinney & Scofield Cambridge, Massachusetts $185M AUM 19.89% 1-Year Est. Return
RK
Rather & Kittrell Knoxville, Tennessee $648M AUM 14.68% 1-Year Est. Return
LEFP
Leading Edge Financial Planning Knoxville, Tennessee $475M AUM 15.22% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return

Insight Wealth Strategies's DFIP Position: Q4 2025 in Review

Insight Wealth Strategies sold out of Dimensional Inflation-Protected Securities ETF (DFIP) in Q4 2025, closing a stake of 449,081 shares — an estimated $19M sold.

Insight Wealth Strategies first reported a position in DFIP in Q3 2025 and held it in 1 quarter. The position peaked at $19M in Q3 2025. 159 funds tracked by Wall St. Rank hold DFIP as of Q4 2025.

  • Insight Wealth Strategies reported no remaining Dimensional Inflation-Protected Securities ETF position as of Q4 2025 after selling out during the quarter.
  • Insight Wealth Strategies sold 449,081 Dimensional Inflation-Protected Securities ETF shares in Q4 2025, an estimated $19M.
  • Insight Wealth Strategies first reported a position in Dimensional Inflation-Protected Securities ETF in Q3 2025 and held it in 1 quarter.
  • Insight Wealth Strategies's Dimensional Inflation-Protected Securities ETF position peaked at $19M in Q3 2025.
  • 159 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q4 2025.

Based on Insight Wealth Strategies's 13F filing for Q4 2025, filed 2 Jan 2026.