Bank of Montreal’s Dimensional World Equity ETF DFAW Stock Holding History

Bank of Montreal’s Portfolio DFAW Stock Details DFAW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.93M	Buy	23,308 +734	+3%	+$59.2K	﹤0.01%	1753
2026 Q1	$1.67M	Buy	22,574 +3,921	+21%	+$299K	﹤0.01%	1757
2025 Q4	$1.38M	Buy	18,653 +1,252	+7%	+$91.1K	﹤0.01%	1804
2025 Q3	$1.25M	Buy	17,401 +4,419	+34%	+$307K	﹤0.01%	1862
2025 Q2	$871K	Sell	12,982 -212	-2%	-$13.3K	﹤0.01%	1979
2025 Q1	$809K	Buy	13,194 +1,401	+12%	+$88.7K	﹤0.01%	1920
2024 Q4	$737K	Sell	11,793 -11,554	-49%	-$739K	﹤0.01%	2025
2024 Q3	$1.48M	Buy	23,347 +16,357	+234%	+$998K	﹤0.01%	1840
2024 Q2	$418K	Buy	6,990 +4,426	+173%	+$259K	﹤0.01%	2506
2024 Q1	$152K	Buy	2,564 +1,984	+342%	+$111K	﹤0.01%	3155
2023 Q4	$32K	Buy	+580	New	+$29.6K	﹤0.01%	3661

Other funds holding DFAW

FPF

First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return

WMN

Wealth Management Nebraska Norfolk, Nebraska $1.12B AUM 20.18% 1-Year Est. Return

AFA

Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

SCP

Sivia Capital Partners Mill Valley, California $822M AUM 48.82% 1-Year Est. Return

SIS

Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return

DPW

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

APG

Abacus Planning Group Columbia, South Carolina $809M AUM 21.71% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Bank of Montreal increased its Dimensional World Equity ETF (DFAW) stake by 3.3% in Q2 2026, buying an estimated $59.2K and bringing the position to 23,308 shares worth $1.93M. The position accounts for ﹤0.01% of the portfolio, ranked #1753.

Bank of Montreal first reported a position in DFAW in Q4 2023 and has held it in 11 quarters since. 209 funds tracked by Wall St. Rank hold DFAW as of Q2 2026.

Bank of Montreal held 23,308 shares of Dimensional World Equity ETF worth $1.93M as of Q2 2026.
Bank of Montreal bought 734 Dimensional World Equity ETF shares in Q2 2026, an estimated $59.2K.
Dimensional World Equity ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #1753 holding.
Bank of Montreal first reported a position in Dimensional World Equity ETF in Q4 2023 and has held it in 11 quarters since.
209 funds tracked by Wall St. Rank held Dimensional World Equity ETF as of Q2 2026.

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