Cogent Blue Wealth Advisors, LLC Dimensional ETF Tr Transaction History
Cogent Blue Wealth Advisors, LLC
- $114 Billion
- Q4 2024
A detailed history of Cogent Blue Wealth Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Cogent Blue Wealth Advisors, LLC holds 24,428 shares of DFIV stock, worth $977,608. This represents 0.76% of its overall portfolio holdings.
Number of Shares
24,428Holding current value
$977,608% of portfolio
0.76%Shares
1 transactions
Others Institutions Holding DFIV
# of Institutions
628Shares Held
214MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc20.5MShares$819 Million0.24% of portfolio
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Mercer Global Advisors Inc Denver, CO17.8MShares$712 Million1.56% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$447 Million4.47% of portfolio
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Savant Capital, LLC8.28MShares$331 Million2.39% of portfolio
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Pnc Financial Services Group, Inc. Pittsburgh, PA7.02MShares$281 Million0.17% of portfolio