Dimensional Fund Advisors
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Dimensional Fund Advisors’s Bank of Montreal BMO Stock Holding History

Dimensional Fund Advisors’s Portfolio BMO Stock Details BMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$499M Buy
3,688,644
+99,700
+3% +$13.9M 0.1% 161
2025
Q4 		$466M Buy
3,588,944
+31,478
+0.9% +$3.99M 0.1% 167
2025
Q3 		$463M Buy
3,557,466
+5,304
+0.1% +$628K 0.1% 160
2025
Q2 		$393M Sell
3,552,162
-12,216
-0.3% -$1.23M 0.09% 191
2025
Q1 		$340M Sell
3,564,378
-39,710
-1% -$3.93M 0.08% 216
2024
Q4 		$350M Buy
3,604,088
+46,056
+1% +$4.35M 0.08% 218
2024
Q3 		$321M Buy
3,558,032
+38,755
+1% +$3.31M 0.08% 245
2024
Q2 		$295M Sell
3,519,277
-87,057
-2% -$7.91M 0.08% 249
2024
Q1 		$352M Sell
3,606,334
-2,534
-0.1% -$239K 0.1% 172
2023
Q4 		$357M Buy
3,608,868
+28,547
+0.8% +$2.38M 0.1% 152
2023
Q3 		$302M Sell
3,580,321
-127,353
-3% -$11.2M 0.1% 167
2023
Q2 		$335M Sell
3,707,674
-12,071
-0.3% -$1.07M 0.11% 155
2023
Q1 		$331M Sell
3,719,745
-49,882
-1% -$4.73M 0.11% 146
2022
Q4 		$342K Buy
3,769,627
+74,758
+2% +$6.92M 0.1% 145
2022
Q3 		$324M Sell
3,694,869
-8,311
-0.2% -$804K 0.12% 124
2022
Q2 		$356M Buy
3,703,180
+222,958
+6% +$23.7M 0.13% 127
2022
Q1 		$411M Sell
3,480,222
-80,628
-2% -$9.35M 0.13% 124
2021
Q4 		$384M Buy
3,560,850
+39,465
+1% +$4.25M 0.12% 129
2021
Q3 		$351M Buy
3,521,385
+217,771
+7% +$21.9M 0.11% 133
2021
Q2 		$339M Sell
3,303,614
-198
-0% -$19.5K 0.11% 148
2021
Q1 		$294M Buy
3,303,812
+6,494
+0.2% +$530K 0.1% 180
2020
Q4 		$251M Buy
3,297,318
+2,173
+0.1% +$149K 0.09% 191
2020
Q3 		$192M Sell
3,295,145
-13,349
-0.4% -$773K 0.08% 217
2020
Q2 		$176M Sell
3,308,494
-55,019
-2% -$2.81M 0.08% 227
2020
Q1 		$169M Sell
3,363,513
-49,869
-1% -$3.38M 0.09% 180
2019
Q4 		$265M Sell
3,413,382
-39,597
-1% -$2.98M 0.1% 152
2019
Q3 		$255M Sell
3,452,979
-21,662
-0.6% -$1.58M 0.1% 146
2019
Q2 		$262M Sell
3,474,641
-81,857
-2% -$6.26M 0.1% 134
2019
Q1 		$266M Sell
3,556,498
-36,310
-1% -$2.69M 0.11% 129
2018
Q4 		$235M Sell
3,592,808
-162,093
-4% -$12M 0.11% 132
2018
Q3 		$310M Sell
3,754,901
-170,142
-4% -$13.7M 0.12% 113
2018
Q2 		$303M Sell
3,925,043
-61,881
-2% -$4.76M 0.12% 104
2018
Q1 		$301M Buy
3,986,924
+46,683
+1% +$3.67M 0.13% 98
2017
Q4 		$315M Buy
3,940,241
+139,802
+4% +$10.9M 0.13% 103
2017
Q3 		$288M Buy
3,800,439
+41,934
+1% +$3.13M 0.13% 108
2017
Q2 		$276M Buy
3,758,505
+135,096
+4% +$9.56M 0.13% 106
2017
Q1 		$271M Sell
3,623,409
-129,218
-3% -$9.76M 0.13% 102
2016
Q4 		$270M Buy
3,752,627
+22,510
+0.6% +$1.5M 0.13% 96
2016
Q3 		$245M Buy
3,730,117
+201,379
+6% +$13.1M 0.13% 105
2016
Q2 		$224M Buy
3,528,738
+877,580
+33% +$55.6M 0.13% 113
2016
Q1 		$161M Buy
2,651,158
+398,880
+18% +$21.9M 0.1% 181
2015
Q4 		$127M Buy
2,252,278
+45,945
+2% +$2.64M 0.08% 249
2015
Q3 		$120M Buy
2,206,333
+472,689
+27% +$26M 0.08% 254
2015
Q2 		$103M Buy
1,733,644
+619,910
+56% +$38.9M 0.06% 359
2015
Q1 		$66.8M Buy
1,113,734
+492,762
+79% +$30.6M 0.04% 588
2014
Q4 		$43.9M Buy
620,972
+225,182
+57% +$16.1M 0.03% 886
2014
Q3 		$29.1M Buy
395,790
+58,949
+18% +$4.43M 0.02% 1189
2014
Q2 		$24.8M Buy
336,841
+121,230
+56% +$8.45M 0.02% 1421
2014
Q1 		$14.4M Buy
215,611
+162,998
+310% +$10.6M 0.01% 1883
2013
Q4 		$3.51M Buy
52,613
+2,259
+4% +$154K ﹤0.01% 2692
2013
Q3 		$3.36M Buy
50,354
+3,262
+7% +$205K ﹤0.01% 2693
2013
Q2 		$2.73M Buy
+47,092
New +$2.85M ﹤0.01% 2721

Other funds holding BMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors's BMO Position: Q1 2026 in Review

Dimensional Fund Advisors increased its Bank of Montreal (BMO) stake by 2.8% in Q1 2026, buying an estimated $13.9M and bringing the position to 3,688,644 shares worth $499M. The position accounts for 0.1% of the portfolio, ranked #161.

Dimensional Fund Advisors first reported a position in BMO in Q2 2013 and has held it in 52 quarters since. 634 funds tracked by Wall St. Rank hold BMO as of Q1 2026.

  • Dimensional Fund Advisors held 3,688,644 shares of Bank of Montreal worth $499M as of Q1 2026.
  • Dimensional Fund Advisors bought 99,700 Bank of Montreal shares in Q1 2026, an estimated $13.9M.
  • Bank of Montreal made up 0.1% of Dimensional Fund Advisors's portfolio in Q1 2026, its #161 holding.
  • Dimensional Fund Advisors first reported a position in Bank of Montreal in Q2 2013 and has held it in 52 quarters since.
  • 634 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2026.

Based on Dimensional Fund Advisors's 13F filing for Q1 2026, filed 7 May 2026.