Cogent Blue Wealth Advisors, LLC Dimensional ETF Tr Dimensional Transaction History
Cogent Blue Wealth Advisors, LLC
- $114 Billion
- Q1 2025
A detailed history of Cogent Blue Wealth Advisors, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Cogent Blue Wealth Advisors, LLC holds 19,578 shares of DFSV stock, worth $519,991. This represents 0.48% of its overall portfolio holdings.
Number of Shares
19,578Holding current value
$519,991% of portfolio
0.48%Shares
1 transactions
Others Institutions Holding DFSV
# of Institutions
422Shares Held
112MCall Options Held
600Put Options Held
8.2K-
Savant Capital, LLC8.05MShares$214 Million2.02% of portfolio
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Alaska Permanent Fund Corp Juneau, AK7.62MShares$202 Million3.5% of portfolio
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Jmg Financial Group, Ltd.5.44MShares$144 Million5.92% of portfolio
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Mather Group, Llc. Chicago, IL5.01MShares$133 Million1.64% of portfolio
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Ci Private Wealth, LLC Miami, FL3.98MShares$106 Million0.19% of portfolio