Cogent Blue Wealth Advisors, LLC Dimensional ETF Tr Natl Mun Bd Transaction History

Cogent Blue Wealth Advisors, LLC

$147 Billion
Q4 2025

A detailed history of Cogent Blue Wealth Advisors, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Cogent Blue Wealth Advisors, LLC holds 23,925 shares of DFNM stock, worth $1.15 Million. This represents 0.79% of its overall portfolio holdings.

Number of Shares

23,925

Previous 25,881 7.56%

Holding current value

$1.15 Million

Previous $1.24 Billion 7.19%

% of portfolio

0.79%

Previous 0.85%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 16, 2026	SELL	$47.98 - $48.33 $93,848 - $94,533	-1,956 Reduced 7.56%	23,925 $1.15 Billion
Q3 2025 Oct 15, 2025	BUY	$47.18 - $48.17 $147,012 - $150,097	3,116 Added 13.69%	25,881 $1.24 Billion
Q2 2025 Jul 16, 2025	SELL	$46.77 - $47.89 $417,515 - $427,514	-8,927 Reduced 28.17%	22,765 $1.08 Billion
Q1 2025 Apr 16, 2025	BUY	$47.35 - $48.24 $222,166 - $226,342	4,692 Added 17.38%	31,692 $1.51 Billion
Q4 2024 Jan 31, 2025	BUY	$47.65 - $48.6 $1.29 Million - $1.31 Million	27,000 New	27,000 $1.29 Billion

Others Institutions Holding DFNM

# of Institutions

264

Shares Held

30.4M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR NATL MUN BD

Ticker DFNM
Sector ETFs
Industry ETFs

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Cogent Blue Wealth Advisors, LLC Dimensional ETF Tr Natl Mun Bd Transaction History