Bank of Montreal
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Bank of Montreal’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Bank of Montreal’s Portfolio DFUV Stock Details DFUV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$11.8M Buy
243,493
+215,925
+783% +$10.6M ﹤0.01% 1034
2025
Q4 		$1.28M Sell
27,568
-1,537
-5% -$69.7K ﹤0.01% 1848
2025
Q3 		$1.3M Buy
29,105
+1,113
+4% +$48.5K ﹤0.01% 1841
2025
Q2 		$1.18M Sell
27,992
-554
-2% -$22.2K ﹤0.01% 1814
2025
Q1 		$1.18M Sell
28,546
-2,651
-8% -$111K ﹤0.01% 1742
2024
Q4 		$1.28M Sell
31,197
-2,311
-7% -$98.1K ﹤0.01% 1752
2024
Q3 		$1.39M Sell
33,508
-1,179
-3% -$47.6K ﹤0.01% 1863
2024
Q2 		$1.4M Buy
34,687
+1,832
+6% +$72.5K ﹤0.01% 1846
2024
Q1 		$1.34M Sell
32,855
-476
-1% -$18.2K ﹤0.01% 1839
2023
Q4 		$1.25M Sell
33,331
-14,968
-31% -$515K ﹤0.01% 1931
2023
Q3 		$1.72M Buy
48,299
+43
+0.1% +$1.51K ﹤0.01% 1780
2023
Q2 		$1.67M Sell
48,256
-41
-0.1% -$1.37K ﹤0.01% 1904
2023
Q1 		$1.64M Sell
48,297
-2,440
-5% -$83.5K ﹤0.01% 1779
2022
Q4 		$1.7M Sell
50,737
-510
-1% -$16.9K ﹤0.01% 1863
2022
Q3 		$1.76K Buy
51,247
+50,525
+6,998% +$1.64M ﹤0.01% 1888
2022
Q2 		$23 Buy
+722
New +$24K ﹤0.01% 3747

Other funds holding DFUV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

Bank of Montreal increased its Dimensional US Marketwide Value ETF (DFUV) stake by 783% in Q1 2026, buying an estimated $10.6M and bringing the position to 243,493 shares worth $11.8M. The position accounts for ﹤0.01% of the portfolio, ranked #1034.

Bank of Montreal first reported a position in DFUV in Q2 2022 and has held it in 16 quarters since. 768 funds tracked by Wall St. Rank hold DFUV as of Q1 2026.

  • Bank of Montreal held 243,493 shares of Dimensional US Marketwide Value ETF worth $11.8M as of Q1 2026.
  • Bank of Montreal bought 215,925 Dimensional US Marketwide Value ETF shares in Q1 2026, an estimated $10.6M.
  • Dimensional US Marketwide Value ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #1034 holding.
  • Bank of Montreal first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 16 quarters since.
  • 768 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q1 2026.

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