Bank of Montreal
DFSE

Bank of Montreal’s Dimensional Emerging Markets Sustainability Core 1 ETF DFSE Stock Holding History

Bank of Montreal’s Portfolio DFSE Stock Details DFSE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$17.8K Hold
420
– – ﹤0.01% 3496
2025
Q4 		$17.4K Buy
420
+340
+425% +$14.1K ﹤0.01% 3368
2025
Q3 		$3.29K Buy
+80
New +$3.16K ﹤0.01% 3444
2024
Q3 		– Sell
-24,265
Closed -$818K – 3921
2024
Q2 		$818K Buy
+24,265
New +$800K ﹤0.01% 2137
2023
Q3 		– Sell
-64,118
Closed -$2.02M – 3887
2023
Q2 		$2.02M Buy
+64,118
New +$1.92M ﹤0.01% 1815

Other funds holding DFSE

AC
AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
FOA
Five Oceans Advisors Santa Monica, California $311M AUM 27.35% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM

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

Bank of Montreal held its Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) position steady in Q1 2026 at 420 shares worth $17.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3496.

Bank of Montreal first reported a position in DFSE in Q2 2023 and has held it in 5 quarters since. The position peaked at $2.02M in Q2 2023. 174 funds tracked by Wall St. Rank hold DFSE as of Q1 2026.

  • Bank of Montreal held 420 shares of Dimensional Emerging Markets Sustainability Core 1 ETF worth $17.8K as of Q1 2026.
  • Bank of Montreal left its Dimensional Emerging Markets Sustainability Core 1 ETF share count unchanged in Q1 2026.
  • Dimensional Emerging Markets Sustainability Core 1 ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #3496 holding.
  • Bank of Montreal first reported a position in Dimensional Emerging Markets Sustainability Core 1 ETF in Q2 2023 and has held it in 5 quarters since.
  • Bank of Montreal's Dimensional Emerging Markets Sustainability Core 1 ETF position peaked at $2.02M in Q2 2023.
  • 174 funds tracked by Wall St. Rank held Dimensional Emerging Markets Sustainability Core 1 ETF as of Q1 2026.

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