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Dimensional Etf Trust shares owned by CogentBlue Wealth Advisors

Quarter-by-quarter ownership of Dimensional Etf Trust (DFAT) shares owned by CogentBlue Wealth Advisors from 13F filings

Historical chart of CogentBlue Wealth Advisors investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Dimensional Etf Trust held by CogentBlue Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dimensional Etf Trust by CogentBlue Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.4M 94k 58.21
2025-06-30 $5.3M 98k 53.96
2025-03-31 $4.7M 92k 51.49
2024-12-31 $5.4M 97k 55.66

More positions owned by CogentBlue Wealth Advisors

American Centy Etf Tr Intl Smcp Vlu (AVDV)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Us High Profitab (DUHP)
Ishares Tr Core Msci Intl (IDEV)
Dimensional Etf Trust Intl High Profit (DIHP)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Global Real Est (DFGR)
Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Short Duration F (DFSD)
Vanguard Malvern Fds Strm Infproidx (VTIP)
NVIDIA Corporation (NVDA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ea Series Trust Ea Bridgeway Omn (BSVO)
Dimensional Etf Trust Emerging Mkts Co (DFEM)

View all positions for CogentBlue Wealth Advisors

Top funds holding Dimensional Etf Trust

Creative Planning
Colony
Forum Financial Management
Index Fund Advisors
Savant Capital Management
Pure Financial Advisors
Buckingham Strategic Partners
EP Wealth Advisors
Jackson Thornton Asset Management
Asset Dedication
Willow Creek Wealth Management
Wealth Enhancement Advisory Services
HighTower Advisors
Trust Co of the South
Raymond James Financial

View all funds holding Dimensional Etf Trust