Cogent Blue Wealth Advisors, LLC Dimensional ETF Tr U S Target 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 U S Target stock. As of the latest transaction made, Cogent Blue Wealth Advisors, LLC holds 91,722 shares of DFAT stock, worth $4.32 Million. This represents 4.15% of its overall portfolio holdings.

Number of Shares
91,722
Previous 96,591 5.04%
Holding current value
$4.32 Million
Previous $5.38 Billion 12.16%
% of portfolio
4.15%
Previous 4.73%

Shares

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

Apr 16, 2025
SELL
$50.44 - $58.1 $245,592 - $282,888
-4,869 Reduced 5.04%
91,722 $4.72 Billion
Q4 2024

Jan 31, 2025
BUY
$54.54 - $61.04 $5.27 Million - $5.9 Million
96,591 New
96,591 $5.38 Billion

Others Institutions Holding DFAT

# of Institutions
753
Shares Held
168M
Call Options Held
500
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR U S TARGET

DFAT Quotes by TradingView
  • Ticker DFAT
  • Sector ETFs
  • Industry ETFs
More about DFAT
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