CogentBlue Wealth Advisors, LLC DFSV Holdings History
CogentBlue Wealth Advisors, LLC's Dimensional US Small Cap Value ETF Holding Summary
As of 2025-06-30, CogentBlue Wealth Advisors, LLC held - shares of Dimensional US Small Cap Value ETF(DFSV), totaling N/A. This investment constitutes 0% of their stock portfolio, and CogentBlue Wealth Advisors, LLC now holds 0% of the outstanding Dimensional US Small Cap Value ETF(DFSV) stock.
The initial trade took place in 2025Q1. And since then CogentBlue Wealth Advisors, LLC has made 1 purchases of DFSV, at an average price of $30.26, for a total of 19,578.00 shares. In addition, there have been 1 sales at an average price of $27.70 for 19,578.00 shares. Based on historical transaction data and DFSV's current price of $30.35, CogentBlue Wealth Advisors, LLC's estimated gain on his DFSV holdings is $-50,119.68, reflecting a -8.46% gain to date.
CogentBlue Wealth Advisors, LLC DFSV ($30.35) Holding Chart
CogentBlue Wealth Advisors, LLC DFSV ($30.35) 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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