Cogent Blue Wealth Advisors, LLC Dimensional ETF Tr Dimensional 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 Dimensional stock. As of the latest transaction made, Cogent Blue Wealth Advisors, LLC holds 217,593 shares of DIHP stock, worth $6.55 Million. This represents 4.91% of its overall portfolio holdings.
Number of Shares
217,593
Previous 218,890
0.59%
Holding current value
$6.55 Million
Previous $5.9 Billion
8.82%
% of portfolio
4.91%
Previous 5.18%
Shares
3 transactions
Others Institutions Holding DIHP
# of Institutions
293Shares Held
149MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO25.8MShares$776 Million1.57% of portfolio
-
Envestnet Asset Management Inc25.3MShares$760 Million0.23% of portfolio
-
Savant Capital, LLC23.9MShares$721 Million4.6% of portfolio
-
Vista Wealth Management Group, LLC6.46MShares$194 Million11.85% of portfolio
-
Forum Financial Management, LP Lombard, IL6MShares$181 Million3.07% of portfolio