Bank of Montreal
DFAR icon

Bank of Montreal’s DFA Real Estate Securities Portfolio ETF Class Shares DFAR Stock Holding History

Bank of Montreal’s Portfolio DFAR Stock Details DFAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.35K Hold
90
– – ﹤0.01% 3778
2026
Q1 		$2.13K Hold
90
– – ﹤0.01% 3686
2025
Q4 		$2.01K Buy
+90
New +$2.11K ﹤0.01% 3542

Other funds holding DFAR

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
EGWAG
Elwood & Goetz Wealth Advisory Group Athens, Georgia $676M AUM 26.38% 1-Year Est. Return
RIP
RAM Investment Partners Bellevue, Washington $625M AUM 16.29% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
GOCP
Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return

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

Bank of Montreal held its DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) position steady in Q2 2026 at 90 shares worth $2.35K. The position accounts for ﹤0.01% of the portfolio, ranked #3778.

Bank of Montreal first reported a position in DFAR in Q4 2025 and has held it in 3 quarters since. 301 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

  • Bank of Montreal held 90 shares of DFA Real Estate Securities Portfolio ETF Class Shares worth $2.35K as of Q2 2026.
  • Bank of Montreal left its DFA Real Estate Securities Portfolio ETF Class Shares share count unchanged in Q2 2026.
  • DFA Real Estate Securities Portfolio ETF Class Shares made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #3778 holding.
  • Bank of Montreal first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q4 2025 and has held it in 3 quarters since.
  • 301 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q2 2026.

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