Cogent Blue Wealth Advisors, LLC Dimensional ETF Tr Dimensional 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 Dimensional stock. As of the latest transaction made, Cogent Blue Wealth Advisors, LLC holds 211,281 shares of DIHP stock, worth $5.73 Million. This represents 4.69% of its overall portfolio holdings.
Number of Shares
211,281Holding current value
$5.73 Million% of portfolio
4.69%Shares
1 transactions
Others Institutions Holding DIHP
# of Institutions
247Shares Held
127MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc23.9MShares$649 Million0.2% of portfolio
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Mercer Global Advisors Inc Denver, CO22.3MShares$604 Million1.39% of portfolio
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Savant Capital, LLC15.5MShares$420 Million3.18% of portfolio
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Vista Wealth Management Group, LLC6.34MShares$172 Million10.75% of portfolio
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Forum Financial Management, LP Lombard, IL6.22MShares$169 Million3.11% of portfolio