Cogent Blue Wealth Advisors, LLC Dimensional ETF Tr Natl Mun Bd 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 Natl Mun Bd stock. As of the latest transaction made, Cogent Blue Wealth Advisors, LLC holds 27,000 shares of DFNM stock, worth $1.29 Million. This represents 1.14% of its overall portfolio holdings.
Number of Shares
27,000Holding current value
$1.29 Million% of portfolio
1.14%Shares
1 transactions
Others Institutions Holding DFNM
# of Institutions
213Shares Held
23.5MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.61MShares$125 Million3.47% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.3 Million0.64% of portfolio
-
Foster Group, Inc.1.14MShares$54.8 Million2.17% of portfolio
-
Geo Wealth Management, LLC Chicago, IL958KShares$45.9 Million1.71% of portfolio
-
First Ascent Asset Management, LLC901KShares$43.2 Million4.9% of portfolio