CogentBlue Wealth Advisors, LLC DFSD Holdings History
CogentBlue Wealth Advisors, LLC's Dimensional Short-Duration Fixed Income ETF Holding Summary
As of 2025-06-30, CogentBlue Wealth Advisors, LLC held 68,576.00 shares of Dimensional Short-Duration Fixed Income ETF(DFSD), totaling $3.29 Mil. This investment constitutes 2.52% of their stock portfolio, and CogentBlue Wealth Advisors, LLC now holds 0.07% of the outstanding Dimensional Short-Duration Fixed Income ETF(DFSD) stock.
The initial trade took place in 2024Q4. And since then CogentBlue Wealth Advisors, LLC has made 2 purchases of DFSD, at an average price of $47.43, for a total of 68,576.00 shares. Based on historical transaction data and DFSD's current price of $47.97, CogentBlue Wealth Advisors, LLC's estimated gain on his DFSD holdings is $37,371.28, reflecting a 1.15% gain to date.
CogentBlue Wealth Advisors, LLC DFSD ($47.97) Holding Chart
CogentBlue Wealth Advisors, LLC DFSD ($47.97) 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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