M&T Bank
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M&T Bank’s Dimensional US Small Cap ETF DFAS Stock Holding History

M&T Bank’s Portfolio DFAS Stock Details DFAS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-4,868
Closed -$339K – 1737
2025
Q4 		$339K Buy
4,868
+325
+7% +$22.4K ﹤0.01% 1329
2025
Q3 		$311K Hold
4,543
– – ﹤0.01% 1196
2025
Q2 		$289K Hold
4,543
– – ﹤0.01% 1287
2025
Q1 		$271K Hold
4,543
– – ﹤0.01% 1298
2024
Q4 		$296K Hold
4,543
– – ﹤0.01% 1389
2024
Q3 		$295K Hold
4,543
– – ﹤0.01% 1378
2024
Q2 		$273K Buy
+4,543
New +$273K ﹤0.01% 1353

Other funds holding DFAS

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return
MT
Midwest Trust Overland Park, Kansas $8.02B AUM 23.54% 1-Year Est. Return

M&T Bank's DFAS Position: Q1 2026 in Review

M&T Bank sold out of Dimensional US Small Cap ETF (DFAS) in Q1 2026, closing a stake of 4,868 shares — an estimated $339K sold.

M&T Bank first reported a position in DFAS in Q2 2024 and held it in 7 quarters. The position peaked at $339K in Q4 2025. 879 funds tracked by Wall St. Rank hold DFAS as of Q1 2026.

  • M&T Bank reported no remaining Dimensional US Small Cap ETF position as of Q1 2026 after selling out during the quarter.
  • M&T Bank sold 4,868 Dimensional US Small Cap ETF shares in Q1 2026, an estimated $339K.
  • M&T Bank first reported a position in Dimensional US Small Cap ETF in Q2 2024 and held it in 7 quarters.
  • M&T Bank's Dimensional US Small Cap ETF position peaked at $339K in Q4 2025.
  • 879 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q1 2026.

Based on M&T Bank's 13F filing for Q1 2026, filed 12 May 2026.