M&T Bank
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M&T Bank’s Dimensional Inflation-Protected Securities ETF DFIP Stock Holding History

M&T Bank’s Portfolio DFIP Stock Details DFIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-5,562
Closed -$229K – 1605
2024
Q1 		$229K Buy
+5,562
New +$228K ﹤0.01% 1445

Other funds holding DFIP

MMI
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HWM
Heirloom Wealth Management Greenwood Village, Colorado $555M AUM 19.9% 1-Year Est. Return
HIGP
Hill Investment Group Partners St. Louis, Missouri $906M AUM 20.13% 1-Year Est. Return
PCI
Planning Center Inc Moline, Illinois $987M AUM 12.22% 1-Year Est. Return
CAM
CPA Asset Management West Palm Beach, Florida $347M AUM 19.81% 1-Year Est. Return
GWA
Geometric Wealth Advisors Washington, District of Columbia $799M AUM 22.19% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return
RK
Rather & Kittrell Knoxville, Tennessee $648M AUM 14.68% 1-Year Est. Return
MSWMA
Market Street Wealth Management Advisors Indianapolis, Indiana $634M AUM 12.49% 1-Year Est. Return
FOA
Five Oceans Advisors Santa Monica, California $311M AUM 27.35% 1-Year Est. Return

M&T Bank's DFIP Position: Q2 2024 in Review

M&T Bank sold out of Dimensional Inflation-Protected Securities ETF (DFIP) in Q2 2024, closing a stake of 5,562 shares — an estimated $229K sold.

M&T Bank first reported a position in DFIP in Q1 2024 and held it in 1 quarter. The position peaked at $229K in Q1 2024. 100 funds tracked by Wall St. Rank hold DFIP as of Q2 2024.

  • M&T Bank reported no remaining Dimensional Inflation-Protected Securities ETF position as of Q2 2024 after selling out during the quarter.
  • M&T Bank sold 5,562 Dimensional Inflation-Protected Securities ETF shares in Q2 2024, an estimated $229K.
  • M&T Bank first reported a position in Dimensional Inflation-Protected Securities ETF in Q1 2024 and held it in 1 quarter.
  • M&T Bank's Dimensional Inflation-Protected Securities ETF position peaked at $229K in Q1 2024.
  • 100 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q2 2024.

Based on M&T Bank's 13F filing for Q2 2024, filed 31 Jul 2024.