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 $3.18 Million. This represents 2.22% of its overall portfolio holdings.
Number of Shares
97,587
Previous 94,558
3.2%
Holding current value
$3.18 Million
Previous $2.5 Billion
15.76%
% of portfolio
2.22%
Previous 2.2%
Shares
3 transactions
Others Institutions Holding DFEM
# of Institutions
473Shares Held
164MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL16.8MShares$548 Million8.65% of portfolio
-
Ci Private Wealth, LLC Miami, FL6.58MShares$215 Million0.29% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO6.01MShares$196 Million2.54% of portfolio
-
Truepoint, Inc.4.49MShares$147 Million3.41% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.96MShares$129 Million1.18% of portfolio