Cogent Blue Wealth Advisors, LLC Dimensional ETF Tr Emerging Mk 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 Emerging Mk stock. As of the latest transaction made, Cogent Blue Wealth Advisors, LLC holds 94,558 shares of DFEM stock, worth $2.42 Million. This represents 2.2% of its overall portfolio holdings.
Number of Shares
94,558
Previous 91,905
2.89%
Holding current value
$2.42 Million
Previous $2.41 Billion
3.95%
% of portfolio
2.2%
Previous 2.12%
Shares
2 transactions
Others Institutions Holding DFEM
# of Institutions
421Shares Held
1.17BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN1.02BShares$26.1 Billion1.6% of portfolio
-
Forum Financial Management, LP Lombard, IL16.3MShares$418 Million8.46% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.92MShares$152 Million0.24% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO5.14MShares$132 Million2.46% of portfolio
-
Truepoint, Inc.4.75MShares$121 Million3.4% of portfolio