NBT Bank’s Dimensional International Small Cap ETF DFIS Stock Holding History

NBT Bank’s Portfolio DFIS Stock Details DFIS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-199	Closed	-$4.89K	–	816
2024 Q4	$4.89K	Buy	+199	New	+$5.06K	﹤0.01%	704

Other funds holding DFIS

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PAS

Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return

NBT Bank's DFIS Position: Q1 2025 in Review

NBT Bank sold out of Dimensional International Small Cap ETF (DFIS) in Q1 2025, closing a stake of 199 shares — an estimated $4.89K sold.

NBT Bank first reported a position in DFIS in Q4 2024 and held it in 1 quarter. The position peaked at $4.89K in Q4 2024. 244 funds tracked by Wall St. Rank hold DFIS as of Q1 2025.

NBT Bank reported no remaining Dimensional International Small Cap ETF position as of Q1 2025 after selling out during the quarter.
NBT Bank sold 199 Dimensional International Small Cap ETF shares in Q1 2025, an estimated $4.89K.
NBT Bank first reported a position in Dimensional International Small Cap ETF in Q4 2024 and held it in 1 quarter.
NBT Bank's Dimensional International Small Cap ETF position peaked at $4.89K in Q4 2024.
244 funds tracked by Wall St. Rank held Dimensional International Small Cap ETF as of Q1 2025.

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