Bank of Montreal
DFSD

Bank of Montreal’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Bank of Montreal’s Portfolio DFSD Stock Details DFSD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-3,795
Closed -$180K – 3562
2025
Q1 		$180K Buy
+3,795
New +$179K ﹤0.01% 2763

Other funds holding DFSD

FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
PCI
Planning Center Inc Moline, Illinois $987M AUM 12.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Bank of Montreal's DFSD Position: Q2 2025 in Review

Bank of Montreal sold out of Dimensional Short-Duration Fixed Income ETF (DFSD) in Q2 2025, closing a stake of 3,795 shares — an estimated $180K sold.

Bank of Montreal first reported a position in DFSD in Q1 2025 and held it in 1 quarter. The position peaked at $180K in Q1 2025. 352 funds tracked by Wall St. Rank hold DFSD as of Q2 2025.

  • Bank of Montreal reported no remaining Dimensional Short-Duration Fixed Income ETF position as of Q2 2025 after selling out during the quarter.
  • Bank of Montreal sold 3,795 Dimensional Short-Duration Fixed Income ETF shares in Q2 2025, an estimated $180K.
  • Bank of Montreal first reported a position in Dimensional Short-Duration Fixed Income ETF in Q1 2025 and held it in 1 quarter.
  • Bank of Montreal's Dimensional Short-Duration Fixed Income ETF position peaked at $180K in Q1 2025.
  • 352 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2025.

Based on Bank of Montreal's 13F filing for Q2 2025, filed 5 Aug 2025.