Cogent Blue Wealth Advisors, LLC Dimensional ETF Tr Natl Mun Bd 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 Natl Mun Bd stock. As of the latest transaction made, Cogent Blue Wealth Advisors, LLC holds 22,765 shares of DFNM stock, worth $1.09 Million. This represents 0.83% of its overall portfolio holdings.

Number of Shares
22,765
Previous 31,692 28.17%
Holding current value
$1.09 Million
Previous $1.51 Billion 28.38%
% of portfolio
0.83%
Previous 1.32%

Shares

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

Jul 16, 2025
SELL
$46.77 - $47.89 $417,515 - $427,514
-8,927 Reduced 28.17%
22,765 $1.08 Billion
Q1 2025

Apr 16, 2025
BUY
$47.35 - $48.24 $222,166 - $226,342
4,692 Added 17.38%
31,692 $1.51 Billion
Q4 2024

Jan 31, 2025
BUY
$47.65 - $48.6 $1.29 Million - $1.31 Million
27,000 New
27,000 $1.29 Billion

Others Institutions Holding DFNM

# of Institutions
249
Shares Held
27.1M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR NATL MUN BD

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