Cogent Blue Wealth Advisors, LLC Dimensional ETF Tr Dimensional 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 Dimensional stock. As of the latest transaction made, Cogent Blue Wealth Advisors, LLC holds 226,065 shares of DUHP stock, worth $8.41 Million. This represents 6.16% of its overall portfolio holdings.
Number of Shares
226,065
Previous 228,314
0.99%
Holding current value
$8.41 Million
Previous $7.57 Billion
6.25%
% of portfolio
6.16%
Previous 6.64%
Shares
3 transactions
Others Institutions Holding DUHP
# of Institutions
464Shares Held
245MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO40.1MShares$1.49 Billion2.95% of portfolio
-
Envestnet Asset Management Inc36.5MShares$1.36 Billion0.4% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$303 Million11.99% of portfolio
-
Forum Financial Management, LP Lombard, IL7.17MShares$267 Million4.42% of portfolio
-
Vista Wealth Management Group, LLC7.05MShares$262 Million15.92% of portfolio