Dimensional Fund Advisors’s Otonomy, Inc. OTIC Stock Holding History

Dimensional Fund Advisors’s Portfolio OTIC Stock Details OTIC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-381,902	Closed	-$112K	–	3544
2022 Q3	$112K	Sell	381,902 -507,377	-57%	-$445K	﹤0.01%	3316
2022 Q2	$1.85M	Buy	889,279 +47,585	+6%	+$99.1K	﹤0.01%	2765
2022 Q1	$2.02M	Buy	841,694 +126,747	+18%	+$269K	﹤0.01%	2829
2021 Q4	$1.49M	Sell	714,947 -44,728	-6%	-$91.9K	﹤0.01%	2928
2021 Q3	$1.46M	Sell	759,675 -423,401	-36%	-$718K	﹤0.01%	2942
2021 Q2	$2.64M	Sell	1,183,076 -26,441	-2%	-$61.1K	﹤0.01%	2800
2021 Q1	$3.08M	Buy	1,209,517 +35,491	+3%	+$145K	﹤0.01%	2736
2020 Q4	$7.6M	Buy	1,174,026 +5,483	+0.5%	+$24.9K	﹤0.01%	2376
2020 Q3	$4.73M	Sell	1,168,543 -150,624	-11%	-$568K	﹤0.01%	2458
2020 Q2	$4.78M	Sell	1,319,167 -23,188	-2%	-$60.4K	﹤0.01%	2488
2020 Q1	$2.64M	Buy	1,342,355 +3,429	+0.3%	+$10.6K	﹤0.01%	2619
2019 Q4	$5.13M	Sell	1,338,926 -13,991	-1%	-$34.2K	﹤0.01%	2603
2019 Q3	$3.23M	Sell	1,352,917 -771	-0.1%	-$1.83K	﹤0.01%	2738
2019 Q2	$3.72M	Sell	1,353,688 -42,209	-3%	-$112K	﹤0.01%	2732
2019 Q1	$3.67M	Sell	1,395,897 -91,782	-6%	-$207K	﹤0.01%	2738
2018 Q4	$2.75M	Buy	1,487,679 +1,667	+0.1%	+$3.93K	﹤0.01%	2773
2018 Q3	$4.09M	Buy	1,486,012 +79,791	+6%	+$256K	﹤0.01%	2740
2018 Q2	$5.41M	Buy	1,406,221 +282,202	+25%	+$1.17M	﹤0.01%	2635
2018 Q1	$4.72M	Buy	1,124,019 +246,805	+28%	+$1.34M	﹤0.01%	2649
2017 Q4	$4.87M	Buy	877,214 +441,211	+101%	+$1.92M	﹤0.01%	2629
2017 Q3	$1.42M	Buy	436,003 +28,204	+7%	+$380K	﹤0.01%	2927
2017 Q2	$7.69M	Buy	407,799 +96,630	+31%	+$1.35M	﹤0.01%	2455
2017 Q1	$3.81M	Buy	311,169 +100,059	+47%	+$1.46M	﹤0.01%	2655
2016 Q4	$3.36M	Buy	211,110 +136,077	+181%	+$2.28M	﹤0.01%	2670
2016 Q3	$1.36M	Buy	+75,033	New	+$1.23M	﹤0.01%	2869

Other funds holding OTIC

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.55B AUM 28.47% 1-Year Est. Return

NFSG

Newbridge Financial Services Group Boca Raton, Florida $608M AUM 31.28% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return