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 228,314 shares of DUHP stock, worth $7.46 Million. This represents 6.64% of its overall portfolio holdings.

Number of Shares
228,314
Previous 225,075 1.44%
Holding current value
$7.46 Million
Previous $7.61 Billion 0.51%
% of portfolio
6.64%
Previous 6.7%

Shares

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

Apr 16, 2025
BUY
$32.57 - $35.82 $105,494 - $116,020
3,239 Added 1.44%
228,314 $7.57 Billion
Q4 2024

Jan 31, 2025
BUY
$33.62 - $35.69 $7.57 Million - $8.03 Million
225,075 New
225,075 $7.61 Billion

Others Institutions Holding DUHP

# of Institutions
402
Shares Held
223M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DUHP Quotes by TradingView
  • Ticker DUHP
  • Sector ETFs
  • Industry ETFs
More about DUHP
Track This Portfolio

Track Cogent Blue Wealth Advisors, LLC Portfolio

Follow Cogent Blue Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cogent Blue Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cogent Blue Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email