Cogent Blue Wealth Advisors, LLC Dimensional ETF Tr Dimensional 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 Dimensional stock. As of the latest transaction made, Cogent Blue Wealth Advisors, LLC holds 225,075 shares of DUHP stock, worth $7.91 Million. This represents 6.7% of its overall portfolio holdings.
Number of Shares
225,075Holding current value
$7.91 Million% of portfolio
6.7%Shares
1 transactions
Others Institutions Holding DUHP
# of Institutions
377Shares Held
217MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc38.2MShares$1.34 Billion0.43% of portfolio
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Mercer Global Advisors Inc Denver, CO37.8MShares$1.33 Billion2.82% of portfolio
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Merriman Wealth Management, LLC8.34MShares$293 Million12.03% of portfolio
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Vista Wealth Management Group, LLC6.91MShares$243 Million15.68% of portfolio
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Forum Financial Management, LP Lombard, IL6.84MShares$241 Million4.45% of portfolio