Cogent Blue Wealth Advisors, LLC Dimensional ETF Tr U S Target Transaction History
Cogent Blue Wealth Advisors, LLC
- $114 Billion
- Q4 2024
A detailed history of Cogent Blue Wealth Advisors, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Cogent Blue Wealth Advisors, LLC holds 96,591 shares of DFAT stock, worth $5.54 Million. This represents 4.73% of its overall portfolio holdings.
Number of Shares
96,591Holding current value
$5.54 Million% of portfolio
4.73%Shares
1 transactions
Others Institutions Holding DFAT
# of Institutions
684Shares Held
159MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$812 Million0.78% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$714 Million7.18% of portfolio
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Forum Financial Management, LP Lombard, IL8.78MShares$504 Million9.32% of portfolio
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Index Fund Advisors, Inc.7.2MShares$413 Million22.29% of portfolio
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Savant Capital, LLC5.13MShares$295 Million2.33% of portfolio