Cogent Blue Wealth Advisors, LLC Dimensional ETF Tr Dimensional 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 Dimensional stock. As of the latest transaction made, Cogent Blue Wealth Advisors, LLC holds 222,664 shares of DIHP stock, worth $6.93 Million. This represents 4.8% of its overall portfolio holdings.
Number of Shares
222,664
Previous 217,680
2.29%
Holding current value
$6.93 Million
Previous $6.62 Billion
6.56%
% of portfolio
4.8%
Previous 4.51%
Shares
5 transactions
Others Institutions Holding DIHP
# of Institutions
324Shares Held
143MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO28.4MShares$884 Million1.47% of portfolio
-
Savant Capital, LLC25.4MShares$791 Million4.33% of portfolio
-
Vista Wealth Management Group, LLC6.46MShares$201 Million11.85% of portfolio
-
Forum Financial Management, LP Lombard, IL6.22MShares$193 Million2.94% of portfolio
-
Sequoia Financial Advisors, LLC4.88MShares$152 Million1.01% of portfolio