Cogent Blue Wealth Advisors, LLC Dimensional ETF Tr 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 stock. As of the latest transaction made, Cogent Blue Wealth Advisors, LLC holds 21,829 shares of DFIV stock, worth $985,142. This represents 0.72% of its overall portfolio holdings.

Number of Shares
21,829
Previous 22,505 3.0%
Holding current value
$985,142
Previous $886 Million 5.55%
% of portfolio
0.72%
Previous 0.78%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 16, 2025
SELL
$34.67 - $43.21 $23,436 - $29,209
-676 Reduced 3.0%
21,829 $935 Million
Q1 2025

Apr 16, 2025
SELL
$35.33 - $40.77 $67,939 - $78,400
-1,923 Reduced 7.87%
22,505 $886 Million
Q4 2024

Jan 31, 2025
BUY
$34.86 - $37.97 $851,560 - $927,531
24,428 New
24,428 $867 Million

Others Institutions Holding DFIV

# of Institutions
752
Shares Held
262M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFIV Quotes by TradingView
  • Ticker DFIV
  • Sector ETFs
  • Industry ETFs
More about DFIV
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