Cogent Blue Wealth Advisors, LLC Dimensional ETF Tr Short Durat 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 Short Durat stock. As of the latest transaction made, Cogent Blue Wealth Advisors, LLC holds 90,862 shares of DFSD stock, worth $4.38 Million. This represents 2.97% of its overall portfolio holdings.

Number of Shares

90,862

Previous 90,282 0.64%

Holding current value

$4.38 Million

Previous $4.35 Billion 0.14%

% of portfolio

2.97%

Previous 2.96%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 16, 2026	BUY	$48.17 - $48.5 $27,938 - $28,130	580 Added 0.64%	90,862 $4.36 Billion
Q3 2025 Oct 15, 2025	BUY	$47.86 - $48.43 $1.04 Million - $1.05 Million	21,706 Added 31.65%	90,282 $4.35 Billion
Q2 2025 Jul 16, 2025	BUY	$47.09 - $48.01 $1.3 Million - $1.33 Million	27,615 Added 67.42%	68,576 $3.29 Billion
Q1 2025 Apr 16, 2025	BUY	$46.74 - $47.55 $153,166 - $155,821	3,277 Added 8.7%	40,961 $1.95 Billion
Q4 2024 Jan 31, 2025	BUY	$46.75 - $47.8 $1.76 Million - $1.8 Million	37,684 New	37,684 $1.77 Billion

Others Institutions Holding DFSD

# of Institutions

391

Shares Held

86.4M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR SHORT DURAT

Ticker DFSD
Sector ETFs
Industry ETFs

More about DFSD

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Cogent Blue Wealth Advisors, LLC Dimensional ETF Tr Short Durat Transaction History