NB
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NBT Bank’s Dimensional International Core Equity 2 ETF DFIC Stock Holding History

NBT Bank’s Portfolio DFIC Stock Details DFIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-272
Closed -$7.03K – 815
2024
Q4 		$7.03K Hold
272
– – ﹤0.01% 678
2024
Q3 		$7.65K Buy
+272
New +$7.37K ﹤0.01% 711

Other funds holding DFIC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
RIM
RW Investment Management Eagle, Idaho $1.14B AUM
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
SFS
Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return
CFS
Cannon Financial Strategists Athens, Georgia $879M AUM 22.04% 1-Year Est. Return

NBT Bank's DFIC Position: Q1 2025 in Review

NBT Bank sold out of Dimensional International Core Equity 2 ETF (DFIC) in Q1 2025, closing a stake of 272 shares — an estimated $7.03K sold.

NBT Bank first reported a position in DFIC in Q3 2024 and held it in 2 quarters. The position peaked at $7.65K in Q3 2024. 447 funds tracked by Wall St. Rank hold DFIC as of Q1 2025.

  • NBT Bank reported no remaining Dimensional International Core Equity 2 ETF position as of Q1 2025 after selling out during the quarter.
  • NBT Bank sold 272 Dimensional International Core Equity 2 ETF shares in Q1 2025, an estimated $7.03K.
  • NBT Bank first reported a position in Dimensional International Core Equity 2 ETF in Q3 2024 and held it in 2 quarters.
  • NBT Bank's Dimensional International Core Equity 2 ETF position peaked at $7.65K in Q3 2024.
  • 447 funds tracked by Wall St. Rank held Dimensional International Core Equity 2 ETF as of Q1 2025.

Based on NBT Bank's 13F filing for Q1 2025, filed 17 Apr 2025.