Cogent Blue Wealth Advisors, LLC Dimensional ETF Tr 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 stock. As of the latest transaction made, Cogent Blue Wealth Advisors, LLC holds 24,428 shares of DFIV stock, worth $919,469. This represents 0.76% of its overall portfolio holdings.
Number of Shares
24,428Holding current value
$919,469% of portfolio
0.76%Shares
1 transactions
Others Institutions Holding DFIV
# of Institutions
587Shares Held
203MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO19.4MShares$730 Million1.62% of portfolio
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Envestnet Asset Management Inc18.9MShares$713 Million0.24% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$420 Million4.47% of portfolio
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Savant Capital, LLC8.28MShares$312 Million2.39% of portfolio
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Pnc Financial Services Group, Inc. Pittsburgh, PA7.02MShares$264 Million0.17% of portfolio