NB
DFUS

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
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

Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

NBT Bank's DFUS Position: Q2 2026 in Review

NBT Bank reduced its Dimensional US Equity ETF (DFUS) stake by 92% in Q2 2026, selling an estimated $2.63M and leaving 2,907 shares worth $238K. The position accounts for 0.02% of the portfolio, ranked #349.

NBT Bank first reported a position in DFUS in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.69M in Q4 2025. 873 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • NBT Bank held 2,907 shares of Dimensional US Equity ETF worth $238K as of Q2 2026.
  • NBT Bank sold 33,302 Dimensional US Equity ETF shares in Q2 2026, an estimated $2.63M.
  • Dimensional US Equity ETF made up 0.02% of NBT Bank's portfolio in Q2 2026, its #349 holding.
  • NBT Bank first reported a position in Dimensional US Equity ETF in Q4 2023 and has held it in 11 quarters since.
  • NBT Bank's Dimensional US Equity ETF position peaked at $2.69M in Q4 2025.
  • 873 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on NBT Bank's 13F filing for Q2 2026, filed 29 Jul 2026.