Bank of Montreal
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Bank of Montreal’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Bank of Montreal’s Portfolio DFAU Stock Details DFAU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.32M Buy
25,633
+15,665
+157% +$784K ﹤0.01% 1942
2026
Q1 		$450K Hold
9,968
– – ﹤0.01% 2444
2025
Q4 		$467K Hold
9,968
– – ﹤0.01% 2344
2025
Q3 		$456K Buy
9,968
+6,775
+212% +$298K ﹤0.01% 2312
2025
Q2 		$135K Buy
3,193
+2,390
+298% +$93.7K ﹤0.01% 2919
2025
Q1 		$30.9K Hold
803
– – ﹤0.01% 3151
2024
Q4 		$32.5K Sell
803
-12
-1% -$490 ﹤0.01% 3191
2024
Q3 		$32.2K Hold
815
– – ﹤0.01% 3498
2024
Q2 		$30.6K Hold
815
– – ﹤0.01% 3518
2024
Q1 		$29.8K Hold
815
– – ﹤0.01% 3560
2023
Q4 		$27.2K Hold
815
– – ﹤0.01% 3689
2023
Q3 		$25.5K Sell
815
-369
-31% -$11.5K ﹤0.01% 3530
2023
Q2 		$36.8K Buy
1,184
+344
+41% +$10.1K ﹤0.01% 3652
2023
Q1 		$24.2K Sell
840
-721
-46% -$20.4K ﹤0.01% 3496
2022
Q4 		$43.9K Buy
1,561
+721
+86% +$19.6K ﹤0.01% 3565
2022
Q3 		$23 Buy
+840
New +$23.4K ﹤0.01% 3773

Other funds holding DFAU

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
AWA
Aquire Wealth Advisors South Jordan, Utah $436M AUM 20.64% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
MJFG
Mars Jewett Financial Group Bellevue, Washington $494M AUM

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

Bank of Montreal increased its Dimensional US Core Equity Market ETF (DFAU) stake by 157% in Q2 2026, buying an estimated $784K and bringing the position to 25,633 shares worth $1.32M. The position accounts for ﹤0.01% of the portfolio, ranked #1942.

Bank of Montreal first reported a position in DFAU in Q3 2022 and has held it in 16 quarters since. 581 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

  • Bank of Montreal held 25,633 shares of Dimensional US Core Equity Market ETF worth $1.32M as of Q2 2026.
  • Bank of Montreal bought 15,665 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $784K.
  • Dimensional US Core Equity Market ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #1942 holding.
  • Bank of Montreal first reported a position in Dimensional US Core Equity Market ETF in Q3 2022 and has held it in 16 quarters since.
  • 581 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

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