Nbt Bank N A Dimensional ETF Tr Dimensional Transaction History

Nbt Bank N A

$1.44 Billion
Q2 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 14, 2024	BUY	$30.74 - $34.07 $3,473 - $3,849	113 New	113 $3,000

Others Institutions Holding DUHP

# of Institutions

462

Shares Held

245M

Call Options Held

0

Put Options Held

0

Mercer Global Advisors Inc Denver, CO

40.1M
Shares

$1.51 Billion
2.95% of portfolio
Envestnet Asset Management Inc

36.5M
Shares

$1.38 Billion
0.4% of portfolio
Merriman Wealth Management, LLC

8.15M
Shares

$308 Million
11.99% of portfolio
Forum Financial Management, LP Lombard, IL

7.17M
Shares

$271 Million
4.42% of portfolio
Vista Wealth Management Group, LLC

7.05M
Shares

$266 Million
15.92% of portfolio

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