Cogent Blue Wealth Advisors, LLC Dimensional ETF Tr Dimensional 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 Dimensional stock. As of the latest transaction made, Cogent Blue Wealth Advisors, LLC holds 218,890 shares of DIHP stock, worth $6.03 Million. This represents 5.18% of its overall portfolio holdings.
Number of Shares
218,890
Previous 211,281
3.6%
Holding current value
$6.03 Million
Previous $5.33 Billion
10.62%
% of portfolio
5.18%
Previous 4.69%
Shares
2 transactions
Others Institutions Holding DIHP
# of Institutions
250Shares Held
135MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc23.9MShares$659 Million0.2% of portfolio
-
Mercer Global Advisors Inc Denver, CO22.3MShares$614 Million1.39% of portfolio
-
Savant Capital, LLC15.5MShares$427 Million3.18% of portfolio
-
Vista Wealth Management Group, LLC6.46MShares$178 Million11.85% of portfolio
-
Forum Financial Management, LP Lombard, IL6.22MShares$171 Million3.11% of portfolio