Cogent Blue Wealth Advisors, LLC Dimensional ETF Tr Emerging Mk 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 Emerging Mk stock. As of the latest transaction made, Cogent Blue Wealth Advisors, LLC holds 129,920 shares of DFEM stock, worth $4.3 Million. This represents 2.93% of its overall portfolio holdings.
Number of Shares
129,920
Previous 109,685
18.45%
Holding current value
$4.3 Million
Previous $3.52 Billion
22.18%
% of portfolio
2.93%
Previous 2.4%
Shares
5 transactions
Others Institutions Holding DFEM
# of Institutions
500Shares Held
177MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL17.2MShares$570 Million8.59% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO6.02MShares$199 Million2.34% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.75MShares$190 Million0.29% of portfolio
-
Sequoia Financial Advisors, LLC4.89MShares$162 Million1.07% of portfolio
-
Truepoint, Inc.4.44MShares$147 Million3.41% of portfolio