Bank of Montreal
DFUS

Bank of Montreal’s Dimensional US Equity ETF DFUS Stock Holding History

Bank of Montreal’s Portfolio DFUS Stock Details DFUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.16M Sell
50,819
-151
-0.3% -$11.9K ﹤0.01% 1446
2026
Q1 		$3.61M Buy
50,970
+119
+0.2% +$8.82K ﹤0.01% 1437
2025
Q4 		$3.77M Sell
50,851
-26
-0.1% -$1.91K ﹤0.01% 1435
2025
Q3 		$3.69M Sell
50,877
-1,319
-3% -$91.9K ﹤0.01% 1431
2025
Q2 		$3.5M Buy
52,196
+760
+1% +$47.1K ﹤0.01% 1387
2025
Q1 		$3.11M Sell
51,436
-157
-0.3% -$10K ﹤0.01% 1348
2024
Q4 		$3.29M Buy
51,593
+591
+1% +$37.9K ﹤0.01% 1367
2024
Q3 		$3.16M Sell
51,002
-193
-0.4% -$11.6K ﹤0.01% 1498
2024
Q2 		$3.04M Buy
51,195
+1,794
+4% +$102K ﹤0.01% 1475
2024
Q1 		$2.82M Buy
49,401
+136
+0.3% +$7.36K ﹤0.01% 1463
2023
Q4 		$2.57M Buy
49,265
+8,056
+20% +$390K ﹤0.01% 1565
2023
Q3 		$1.99M Buy
41,209
+3,549
+9% +$172K ﹤0.01% 1703
2023
Q2 		$1.82M Sell
37,660
-3,126
-8% -$142K ﹤0.01% 1871
2023
Q1 		$1.81M Sell
40,786
-3,219
-7% -$140K ﹤0.01% 1724
2022
Q4 		$1.89M Sell
44,005
-2,635
-6% -$110K ﹤0.01% 1812
2022
Q3 		$1.86M Buy
+46,640
New +$2.01M ﹤0.01% 1851

Other funds holding DFUS

Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
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
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

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

Bank of Montreal reduced its Dimensional US Equity ETF (DFUS) stake by 0.3% in Q2 2026, selling an estimated $11.9K and leaving 50,819 shares worth $4.16M. The position accounts for ﹤0.01% of the portfolio, ranked #1446.

Bank of Montreal first reported a position in DFUS in Q3 2022 and has held it in 16 quarters since. 875 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • Bank of Montreal held 50,819 shares of Dimensional US Equity ETF worth $4.16M as of Q2 2026.
  • Bank of Montreal sold 151 Dimensional US Equity ETF shares in Q2 2026, an estimated $11.9K.
  • Dimensional US Equity ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #1446 holding.
  • Bank of Montreal first reported a position in Dimensional US Equity ETF in Q3 2022 and has held it in 16 quarters since.
  • 875 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

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