Cogent Blue Wealth Advisors, LLC Dimensional ETF Tr Short Durat 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 Short Durat stock. As of the latest transaction made, Cogent Blue Wealth Advisors, LLC holds 37,684 shares of DFSD stock, worth $1.79 Million. This represents 1.56% of its overall portfolio holdings.
Number of Shares
37,684Holding current value
$1.79 Million% of portfolio
1.56%Shares
1 transactions
Others Institutions Holding DFSD
# of Institutions
331Shares Held
66.7MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH4.17MShares$198 Million1.31% of portfolio
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Buckingham Strategic Partners Saint Louis, MO2.98MShares$142 Million2.55% of portfolio
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Resources Investment Advisors, Llc. Overland Park, KS2.71MShares$129 Million1.54% of portfolio
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Apella Capital, LLC2.69MShares$128 Million4.45% of portfolio
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Beaird Harris Wealth Management, LLC Dallas, TX2.59MShares$123 Million11.2% of portfolio