Bank of Montreal
DFSI

Bank of Montreal’s Dimensional International Sustainability Core 1 ETF DFSI Stock Holding History

Bank of Montreal’s Portfolio DFSI Stock Details DFSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$499K Buy
11,073
+417
+4% +$18.7K ﹤0.01% 2468
2026
Q1 		$452K Sell
10,656
-1,919
-15% -$85K ﹤0.01% 2441
2025
Q4 		$539K Sell
12,575
-349
-3% -$14.5K ﹤0.01% 2276
2025
Q3 		$529K Buy
12,924
+8,784
+212% +$352K ﹤0.01% 2245
2025
Q2 		$163K Buy
4,140
+2,766
+201% +$103K ﹤0.01% 2864
2025
Q1 		$47.9K Buy
+1,374
New +$47.7K ﹤0.01% 3073
2024
Q3 		– Sell
-8,281
Closed -$260K – 3920
2024
Q2 		$260K Buy
+8,281
New +$276K ﹤0.01% 2831

Other funds holding DFSI

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
AC
AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
FF
Francis Financial $610M AUM 16.1% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
FOA
Five Oceans Advisors Santa Monica, California $311M AUM 27.35% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
CC
Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return

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

Bank of Montreal increased its Dimensional International Sustainability Core 1 ETF (DFSI) stake by 3.9% in Q2 2026, buying an estimated $18.7K and bringing the position to 11,073 shares worth $499K. The position accounts for ﹤0.01% of the portfolio, ranked #2468.

Bank of Montreal first reported a position in DFSI in Q2 2024 and has held it in 7 quarters since. The position peaked at $539K in Q4 2025. 228 funds tracked by Wall St. Rank hold DFSI as of Q2 2026.

  • Bank of Montreal held 11,073 shares of Dimensional International Sustainability Core 1 ETF worth $499K as of Q2 2026.
  • Bank of Montreal bought 417 Dimensional International Sustainability Core 1 ETF shares in Q2 2026, an estimated $18.7K.
  • Dimensional International Sustainability Core 1 ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #2468 holding.
  • Bank of Montreal first reported a position in Dimensional International Sustainability Core 1 ETF in Q2 2024 and has held it in 7 quarters since.
  • Bank of Montreal's Dimensional International Sustainability Core 1 ETF position peaked at $539K in Q4 2025.
  • 228 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q2 2026.

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