Bank of Montreal
DFSU

Bank of Montreal’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

Bank of Montreal’s Portfolio DFSU Stock Details DFSU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$175K Hold
4,252
– – ﹤0.01% 2972
2025
Q4 		$185K Buy
4,252
+1,442
+51% +$61.9K ﹤0.01% 2875
2025
Q3 		$119K Buy
+2,810
New +$115K ﹤0.01% 2926

Other funds holding DFSU

RS
Retirement Solution Redmond, Washington $423M AUM 16.83% 1-Year Est. Return
AC
AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
FOA
Five Oceans Advisors Santa Monica, California $311M AUM 27.35% 1-Year Est. Return

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

Bank of Montreal held its Dimensional US Sustainability Core 1 ETF (DFSU) position steady in Q1 2026 at 4,252 shares worth $175K. The position accounts for ﹤0.01% of the portfolio, ranked #2972.

Bank of Montreal first reported a position in DFSU in Q3 2025 and has held it in 3 quarters since. The position peaked at $185K in Q4 2025. 258 funds tracked by Wall St. Rank hold DFSU as of Q1 2026.

  • Bank of Montreal held 4,252 shares of Dimensional US Sustainability Core 1 ETF worth $175K as of Q1 2026.
  • Bank of Montreal left its Dimensional US Sustainability Core 1 ETF share count unchanged in Q1 2026.
  • Dimensional US Sustainability Core 1 ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #2972 holding.
  • Bank of Montreal first reported a position in Dimensional US Sustainability Core 1 ETF in Q3 2025 and has held it in 3 quarters since.
  • Bank of Montreal's Dimensional US Sustainability Core 1 ETF position peaked at $185K in Q4 2025.
  • 258 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q1 2026.

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