Cogent Blue Wealth Advisors, LLC Dimensional ETF Tr Short Durat Transaction History

Cogent Blue Wealth Advisors, LLC

  • $114 Billion
  • Q1 2025

A detailed history of Cogent Blue Wealth Advisors, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Cogent Blue Wealth Advisors, LLC holds 40,961 shares of DFSD stock, worth $1.96 Million. This represents 1.71% of its overall portfolio holdings.

Number of Shares
40,961
Previous 37,684 8.7%
Holding current value
$1.96 Million
Previous $1.77 Billion 10.18%
% of portfolio
1.71%
Previous 1.56%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 16, 2025
BUY
$46.74 - $47.55 $153,166 - $155,821
3,277 Added 8.7%
40,961 $1.95 Billion
Q4 2024

Jan 31, 2025
BUY
$46.75 - $47.8 $1.76 Million - $1.8 Million
37,684 New
37,684 $1.77 Billion

Others Institutions Holding DFSD

# of Institutions
354
Shares Held
68.2M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR SHORT DURAT

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