Belpointe Asset Management LLC Dimensional ETF Tr Transaction History

Belpointe Asset Management LLC

$1.49 Billion
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 08, 2024	BUY	$33.15 - $36.75 $19,326 - $21,425	583 Added 4.35%	13,978 $513,000
Q4 2023 Feb 13, 2024	BUY	$30.86 - $34.46 $3,024 - $3,377	98 Added 0.74%	13,395 $460,000
Q3 2023 Nov 15, 2023	SELL	$32.1 - $34.42 $67,891 - $72,798	-2,115 Reduced 13.72%	13,297 $433,000
Q2 2023 Aug 14, 2023	SELL	$31.45 - $33.77 $78,436 - $84,222	-2,494 Reduced 13.93%	15,412 $506,000
Q1 2023 May 15, 2023	BUY	$30.43 - $33.38 $42,510 - $46,631	1,397 Added 8.46%	17,906 $577,000
Q4 2022 Feb 08, 2023	BUY	$25.88 - $31.1 $6,185 - $7,432	239 Added 1.47%	16,509 $501,000
Q3 2022 Nov 14, 2022	SELL	$25.71 - $30.57 $10,798 - $12,839	-420 Reduced 2.52%	16,270 $419,000
Q2 2022 Aug 02, 2022	BUY	$28.66 - $33.84 $478,335 - $564,789	16,690 New	16,690 $482,000

Others Institutions Holding DFIV

# of Institutions

559

Shares Held

193M

Call Options Held

0

Put Options Held

0

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