Bank of Montreal
DUSB icon

Bank of Montreal’s Dimensional Ultrashort Fixed Income ETF DUSB Stock Holding History

Bank of Montreal’s Portfolio DUSB Stock Details DUSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$50.7K Hold
1,000
– – ﹤0.01% 3290
2025
Q4 		$50.6K Buy
+1,000
New +$50.8K ﹤0.01% 3193

Other funds holding DUSB

PCI
Planning Center Inc Moline, Illinois $1.06B AUM 12.82% 1-Year Est. Return
PMIM
Prudent Man Investment Management Louisville, Colorado $293M AUM 17.46% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
VT
Vise Technologies New York $5.09B AUM 22.62% 1-Year Est. Return
FPI
Financial Plan Inc Bellingham, Washington $933M AUM
SIC
SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return
SHFA
SC&H Financial Advisors Sparks, Maryland $754M AUM 22.47% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
PFM
Phillips Financial Management Fort Wayne, Indiana $1.36B AUM 17.21% 1-Year Est. Return
SWM
Sterling Wealth Management Champaign, Illinois $402M AUM 20.65% 1-Year Est. Return

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

Bank of Montreal held its Dimensional Ultrashort Fixed Income ETF (DUSB) position steady in Q1 2026 at 1,000 shares worth $50.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3290.

Bank of Montreal first reported a position in DUSB in Q4 2025 and has held it in 2 quarters since. 195 funds tracked by Wall St. Rank hold DUSB as of Q1 2026.

  • Bank of Montreal held 1,000 shares of Dimensional Ultrashort Fixed Income ETF worth $50.7K as of Q1 2026.
  • Bank of Montreal left its Dimensional Ultrashort Fixed Income ETF share count unchanged in Q1 2026.
  • Dimensional Ultrashort Fixed Income ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #3290 holding.
  • Bank of Montreal first reported a position in Dimensional Ultrashort Fixed Income ETF in Q4 2025 and has held it in 2 quarters since.
  • 195 funds tracked by Wall St. Rank held Dimensional Ultrashort Fixed Income ETF as of Q1 2026.

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