Cogent Blue Wealth Advisors, LLC Dimensional ETF Tr Dimensional Transaction History
Cogent Blue Wealth Advisors, LLC
- $147 Billion
- Q3 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 226,093 shares of DUHP stock, worth $8.51 Million. This represents 5.82% of its overall portfolio holdings.
Number of Shares
226,093
Previous 226,065
0.01%
Holding current value
$8.51 Million
Previous $8.04 Billion
6.23%
% of portfolio
5.82%
Previous 6.16%
Shares
4 transactions
Others Institutions Holding DUHP
# of Institutions
486Shares Held
223MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO42.6MShares$1.6 Billion2.74% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$307 Million11.99% of portfolio
-
Forum Financial Management, LP Lombard, IL7.54MShares$284 Million4.43% of portfolio
-
Vista Wealth Management Group, LLC7.05MShares$265 Million15.92% of portfolio
-
Pure Financial Advisors, LLC6.93MShares$261 Million4.32% of portfolio