Cogent Blue Wealth Advisors, LLC Dimensional ETF Tr Emerging Mk Transaction History
Cogent Blue Wealth Advisors, LLC
- $131 Billion
- Q2 2025
A detailed history of Cogent Blue Wealth Advisors, LLC transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, Cogent Blue Wealth Advisors, LLC holds 97,587 shares of DFEM stock, worth $2.98 Million. This represents 2.22% of its overall portfolio holdings.
Number of Shares
97,587
Previous 94,558
3.2%
Holding current value
$2.98 Million
Previous $2.5 Billion
15.76%
% of portfolio
2.22%
Previous 2.2%
Shares
3 transactions
Others Institutions Holding DFEM
# of Institutions
455Shares Held
166MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL16.6MShares$506 Million8.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL6.49MShares$198 Million0.29% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO6.11MShares$186 Million2.63% of portfolio
-
Truepoint, Inc.4.91MShares$150 Million3.62% of portfolio
-
Sequoia Financial Advisors, LLC4.63MShares$141 Million1.05% of portfolio