Bank of Montreal
DUHP icon

Bank of Montreal’s Dimensional US High Profitability ETF DUHP Stock Holding History

Bank of Montreal’s Portfolio DUHP Stock Details DUHP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$100M Buy
2,733,093
+138,837
+5% +$5.32M 0.04% 359
2025
Q4 		$98.7M Buy
2,594,256
+94,670
+4% +$3.59M 0.03% 370
2025
Q3 		$94.4M Buy
2,499,586
+119,612
+5% +$4.39M 0.04% 335
2025
Q2 		$84.6M Buy
2,379,974
+154,445
+7% +$5.16M 0.04% 301
2025
Q1 		$73.8M Buy
2,225,529
+107,196
+5% +$3.68M 0.04% 326
2024
Q4 		$71.6M Buy
2,118,333
+82,469
+4% +$2.85M 0.03% 361
2024
Q3 		$69.1M Buy
2,035,864
+125,457
+7% +$4.11M 0.03% 383
2024
Q2 		$61.5M Buy
1,910,407
+138,057
+8% +$4.29M 0.02% 406
2024
Q1 		$56.1M Buy
1,772,350
+175,992
+11% +$5.28M 0.02% 412
2023
Q4 		$45.8M Buy
1,596,358
+371,774
+30% +$9.95M 0.01% 516
2023
Q3 		$33.4M Buy
1,224,584
+285,085
+30% +$7.62M 0.01% 547
2023
Q2 		$25M Buy
939,499
+81,220
+9% +$2.05M 0.01% 652
2023
Q1 		$21.6M Buy
858,279
+108,478
+14% +$2.68M 0.01% 656
2022
Q4 		$18.1M Buy
749,801
+331,225
+79% +$7.85M 0.01% 726
2022
Q3 		$9.73K Buy
418,576
+202,976
+94% +$4.8M ﹤0.01% 1005
2022
Q2 		$5.03K Buy
215,600
+215,370
+93,639% +$5.25M ﹤0.01% 1426
2022
Q1 		$6K Buy
+230
New +$5.89K ﹤0.01% 4047

Other funds holding DUHP

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

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

Bank of Montreal increased its Dimensional US High Profitability ETF (DUHP) stake by 5.4% in Q1 2026, buying an estimated $5.32M and bringing the position to 2,733,093 shares worth $100M. The position accounts for 0.04% of the portfolio, ranked #359.

Bank of Montreal first reported a position in DUHP in Q1 2022 and has held it in 17 quarters since. 537 funds tracked by Wall St. Rank hold DUHP as of Q1 2026.

  • Bank of Montreal held 2,733,093 shares of Dimensional US High Profitability ETF worth $100M as of Q1 2026.
  • Bank of Montreal bought 138,837 Dimensional US High Profitability ETF shares in Q1 2026, an estimated $5.32M.
  • Dimensional US High Profitability ETF made up 0.04% of Bank of Montreal's portfolio in Q1 2026, its #359 holding.
  • Bank of Montreal first reported a position in Dimensional US High Profitability ETF in Q1 2022 and has held it in 17 quarters since.
  • 537 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q1 2026.

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