CogentBlue Wealth Advisors, LLC DISV Holdings History
CogentBlue Wealth Advisors, LLC's Dimensional International Small Cap Value ETF Holding Summary
As of 2025-06-30, CogentBlue Wealth Advisors, LLC held 19,821.00 shares of Dimensional International Small Cap Value ETF(DISV), totaling $652,310.00. This investment constitutes 0.5% of their stock portfolio, and CogentBlue Wealth Advisors, LLC now holds 0.02% of the outstanding Dimensional International Small Cap Value ETF(DISV) stock.
The initial trade took place in 2025Q2. And since then CogentBlue Wealth Advisors, LLC has made 1 purchases of DISV, at an average price of $30.75, for a total of 19,821.00 shares. Based on historical transaction data and DISV's current price of $33.25, CogentBlue Wealth Advisors, LLC's estimated gain on his DISV holdings is $49,552.50, reflecting a 8.13% gain to date.
CogentBlue Wealth Advisors, LLC DISV ($33.25) Holding Chart
CogentBlue Wealth Advisors, LLC DISV ($33.25) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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