M&T Bank
DFAT icon

M&T Bank’s Dimensional US Targeted Value ETF DFAT Stock Holding History

M&T Bank’s Portfolio DFAT Stock Details DFAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-8,537
Closed -$508K – 1738
2025
Q4 		$508K Buy
8,537
+813
+11% +$47.4K ﹤0.01% 1117
2025
Q3 		$450K Sell
7,724
-1,329
-15% -$75.7K ﹤0.01% 1033
2025
Q2 		$489K Hold
9,053
– – ﹤0.01% 1092
2025
Q1 		$466K Sell
9,053
-1,024
-10% -$56.4K ﹤0.01% 1090
2024
Q4 		$561K Hold
10,077
– – ﹤0.01% 1117
2024
Q3 		$561K Hold
10,077
– – ﹤0.01% 1124
2024
Q2 		$523K Buy
+10,077
New +$529K ﹤0.01% 1104

Other funds holding DFAT

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
JTWM
Jackson Thornton Wealth Management Montgomery, Alabama $1.11B AUM 22.53% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

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

M&T Bank sold out of Dimensional US Targeted Value ETF (DFAT) in Q1 2026, closing a stake of 8,537 shares — an estimated $508K sold.

M&T Bank first reported a position in DFAT in Q2 2024 and held it in 7 quarters. The position peaked at $561K in Q4 2024. 816 funds tracked by Wall St. Rank hold DFAT as of Q1 2026.

  • M&T Bank reported no remaining Dimensional US Targeted Value ETF position as of Q1 2026 after selling out during the quarter.
  • M&T Bank sold 8,537 Dimensional US Targeted Value ETF shares in Q1 2026, an estimated $508K.
  • M&T Bank first reported a position in Dimensional US Targeted Value ETF in Q2 2024 and held it in 7 quarters.
  • M&T Bank's Dimensional US Targeted Value ETF position peaked at $561K in Q4 2024.
  • 816 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q1 2026.

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