NBT Bank’s Dimensional US Equity ETF DFUS Stock Holding History

NBT Bank’s Portfolio DFUS Stock Details DFUS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.57M	Buy	36,209 +36,061	+24,366%	+$2.67M	0.17%	126
2025 Q4	$2.69M	Buy	148 +3	+2%	+$220	0.17%	121
2025 Q3	$2.68M	Sell	145 -36,814	-100%	-$2.56M	0.17%	125
2025 Q2	$2.48M	Hold	36,959	–	–	0.17%	129
2025 Q1	$2.24M	Hold	36,959	–	–	0.16%	130
2024 Q4	$2.36M	Sell	36,959 -1,504	-4%	-$96.4K	0.16%	126
2024 Q3	$2.39M	Hold	38,463	–	–	0.16%	133
2024 Q2	$2.26M	Sell	38,463 -17	-0%	-$966	0.16%	135
2024 Q1	$2.19M	Sell	38,480 -350	-0.9%	-$18.9K	0.16%	134
2023 Q4	$2.01M	Buy	+38,830	New	+$1.88M	0.16%	138

Other funds holding DFUS

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

MPW

MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return

RFP

Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return

Vise Technologies New York $5.09B AUM 22.62% 1-Year Est. Return

IFA

Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

SWA

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

NBT Bank's DFUS Position: Q1 2026 in Review

NBT Bank increased its Dimensional US Equity ETF (DFUS) stake by 24,366% in Q1 2026, buying an estimated $2.67M and bringing the position to 36,209 shares worth $2.57M. The position accounts for 0.17% of the portfolio, ranked #126.

NBT Bank first reported a position in DFUS in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.69M in Q4 2025. 850 funds tracked by Wall St. Rank hold DFUS as of Q1 2026.

NBT Bank held 36,209 shares of Dimensional US Equity ETF worth $2.57M as of Q1 2026.
NBT Bank bought 36,061 Dimensional US Equity ETF shares in Q1 2026, an estimated $2.67M.
Dimensional US Equity ETF made up 0.17% of NBT Bank's portfolio in Q1 2026, its #126 holding.
NBT Bank first reported a position in Dimensional US Equity ETF in Q4 2023 and has held it in 10 quarters since.
NBT Bank's Dimensional US Equity ETF position peaked at $2.69M in Q4 2025.
850 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2026.

Based on NBT Bank's 13F filing for Q1 2026, filed 28 Apr 2026.