Bank of Montreal
DFSB icon

Bank of Montreal’s Dimensional Global Sustainability Fixed Income ETF DFSB Stock Holding History

Bank of Montreal’s Portfolio DFSB Stock Details DFSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$67.5K Hold
1,305
– – ﹤0.01% 3225
2025
Q4 		$67.6K Hold
1,305
– – ﹤0.01% 3133
2025
Q3 		$69.5K Buy
+1,305
New +$68.7K ﹤0.01% 3052
2023
Q3 		– Sell
-15,348
Closed -$795K – 3886
2023
Q2 		$795K Buy
+15,348
New +$791K ﹤0.01% 2312

Other funds holding DFSB

AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
SI
Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $2.96B AUM 25.11% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
PWM
Parkshore Wealth Management Granite Bay, California $348M AUM 21.85% 1-Year Est. Return
PCI
Planning Center Inc Moline, Illinois $1.06B AUM 12.82% 1-Year Est. Return

Bank of Montreal's DFSB Position: Q1 2026 in Review

Bank of Montreal held its Dimensional Global Sustainability Fixed Income ETF (DFSB) position steady in Q1 2026 at 1,305 shares worth $67.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3225.

Bank of Montreal first reported a position in DFSB in Q2 2023 and has held it in 4 quarters since. The position peaked at $795K in Q2 2023. 118 funds tracked by Wall St. Rank hold DFSB as of Q1 2026.

  • Bank of Montreal held 1,305 shares of Dimensional Global Sustainability Fixed Income ETF worth $67.5K as of Q1 2026.
  • Bank of Montreal left its Dimensional Global Sustainability Fixed Income ETF share count unchanged in Q1 2026.
  • Dimensional Global Sustainability Fixed Income ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #3225 holding.
  • Bank of Montreal first reported a position in Dimensional Global Sustainability Fixed Income ETF in Q2 2023 and has held it in 4 quarters since.
  • Bank of Montreal's Dimensional Global Sustainability Fixed Income ETF position peaked at $795K in Q2 2023.
  • 118 funds tracked by Wall St. Rank held Dimensional Global Sustainability Fixed Income ETF as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.