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 Q3	$241K	Buy	2,908 +1	+0%	+$83	0.02%	337
2026 Q2	$238K	Sell	2,907 -33,302	-92%	-$2.63M	0.02%	349
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

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return

TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

G2 Capital Management Columbus, Ohio $441M AUM 11.72% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

NBT Bank's DFUS Position: Q3 2026 in Review

NBT Bank increased its Dimensional US Equity ETF (DFUS) stake by 0.03% in Q3 2026, buying an estimated $83 and bringing the position to 2,908 shares worth $241K. The position accounts for 0.02% of the portfolio, ranked #337.

NBT Bank first reported a position in DFUS in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.69M in Q4 2025. 447 funds tracked by Wall St. Rank hold DFUS as of Q3 2026.

NBT Bank held 2,908 shares of Dimensional US Equity ETF worth $241K as of Q3 2026.
NBT Bank bought 1 Dimensional US Equity ETF share in Q3 2026, an estimated $83.
Dimensional US Equity ETF made up 0.02% of NBT Bank's portfolio in Q3 2026, its #337 holding.
NBT Bank first reported a position in Dimensional US Equity ETF in Q4 2023 and has held it in 12 quarters since.
NBT Bank's Dimensional US Equity ETF position peaked at $2.69M in Q4 2025.
447 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2026.

Based on NBT Bank's 13F filing for Q3 2026, filed 21 Oct 2026.