Bank of Montreal
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Bank of Montreal’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Bank of Montreal’s Portfolio DFAC Stock Details DFAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$615K Sell
13,873
-235
-2% -$10.1K ﹤0.01% 2349
2026
Q1 		$548K Hold
14,108
– – ﹤0.01% 2350
2025
Q4 		$559K Hold
14,108
– – ﹤0.01% 2254
2025
Q3 		$544K Sell
14,108
-1,303
-8% -$48.6K ﹤0.01% 2228
2025
Q2 		$552K Sell
15,411
-15,228
-50% -$508K ﹤0.01% 2225
2025
Q1 		$1.01M Buy
30,639
+23,639
+338% +$821K ﹤0.01% 1824
2024
Q4 		$242K Buy
7,000
+6,304
+906% +$222K ﹤0.01% 2665
2024
Q3 		$23.8K Buy
+696
New +$23K ﹤0.01% 3551
2023
Q3 		– Sell
-6,432
Closed -$175K – 3885
2023
Q2 		$175K Buy
6,432
+5,779
+885% +$149K ﹤0.01% 3268
2023
Q1 		$16.7K Buy
653
+92
+16% +$2.33K ﹤0.01% 3555
2022
Q4 		$13.6K Hold
561
– – ﹤0.01% 3743
2022
Q3 		$13K Hold
561
– – ﹤0.01% 3850
2022
Q2 		$14K Buy
+561
New +$14.2K ﹤0.01% 3811

Other funds holding DFAC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.8B AUM 22.29% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Bank of Montreal's DFAC Position: Q2 2026 in Review

Bank of Montreal reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 1.7% in Q2 2026, selling an estimated $10.1K and leaving 13,873 shares worth $615K. The position accounts for ﹤0.01% of the portfolio, ranked #2349.

Bank of Montreal first reported a position in DFAC in Q2 2022 and has held it in 13 quarters since. The position peaked at $1.01M in Q1 2025. 1,222 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Bank of Montreal held 13,873 shares of Dimensional US Core Equity 2 ETF worth $615K as of Q2 2026.
  • Bank of Montreal sold 235 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $10.1K.
  • Dimensional US Core Equity 2 ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #2349 holding.
  • Bank of Montreal first reported a position in Dimensional US Core Equity 2 ETF in Q2 2022 and has held it in 13 quarters since.
  • Bank of Montreal's Dimensional US Core Equity 2 ETF position peaked at $1.01M in Q1 2025.
  • 1,222 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.