Nbt Bank N A Dimensional ETF Tr Dimensional Transaction History

Nbt Bank N A

$1.47 Billion
Q3 2024

A detailed history of Nbt Bank N A transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Nbt Bank N A holds 272 shares of DFIC stock, worth $7,167. This represents 0.0% of its overall portfolio holdings.

Number of Shares

272

Holding current value

$7,167

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 14, 2024	BUY	$25.36 - $28.37 $6,897 - $7,716	272 New	272 $7,000

Others Institutions Holding DFIC

# of Institutions

362

Shares Held

234M

Call Options Held

Put Options Held

Envestnet Asset Management Inc

27M
Shares

$711 Million
0.25% of portfolio
Mercer Global Advisors Inc Denver, CO

25.7M
Shares

$678 Million
1.59% of portfolio
Forum Financial Management, LP Lombard, IL

15.8M
Shares

$416 Million
8.47% of portfolio
Evensky & Katz LLC

5.9M
Shares

$155 Million
10.81% of portfolio
Rw Investment Management LLC Eagle, ID

4.86M
Shares

$128 Million
17.02% of portfolio

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFIC
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