Dimensional Fund Advisors’s Bank of Montreal BMO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $393M | Sell |
3,552,162
-12,216
| -0.3% | -$1.35M | 0.09% | 191 |
|
|
2025
Q1 | $340M | Sell |
3,564,378
-39,710
| -1% | -$3.79M | 0.08% | 216 |
|
|
2024
Q4 | $350M | Buy |
3,604,088
+46,056
| +1% | +$4.47M | 0.08% | 218 |
|
|
2024
Q3 | $321M | Buy |
3,558,032
+38,755
| +1% | +$3.5M | 0.08% | 245 |
|
|
2024
Q2 | $295M | Sell |
3,519,277
-87,057
| -2% | -$7.3M | 0.08% | 249 |
|
|
2024
Q1 | $352M | Sell |
3,606,334
-2,534
| -0.1% | -$248K | 0.1% | 172 |
|
|
2023
Q4 | $357M | Buy |
3,608,868
+28,547
| +0.8% | +$2.82M | 0.1% | 152 |
|
|
2023
Q3 | $302M | Sell |
3,580,321
-127,353
| -3% | -$10.7M | 0.1% | 167 |
|
|
2023
Q2 | $335M | Sell |
3,707,674
-12,071
| -0.3% | -$1.09M | 0.11% | 155 |
|
|
2023
Q1 | $331M | Sell |
3,719,745
-49,882
| -1% | -$4.44M | 0.11% | 146 |
|
|
2022
Q4 | $342K | Buy |
3,769,627
+74,758
| +2% | +$6.77K | 0.1% | 145 |
|
|
2022
Q3 | $324M | Sell |
3,694,869
-8,311
| -0.2% | -$728K | 0.12% | 124 |
|
|
2022
Q2 | $356M | Buy |
3,703,180
+222,958
| +6% | +$21.4M | 0.13% | 127 |
|
|
2022
Q1 | $411M | Sell |
3,480,222
-80,628
| -2% | -$9.51M | 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% | +$21.7M | 0.11% | 133 |
|
|
2021
Q2 | $339M | Sell |
3,303,614
-198
| -0% | -$20.3K | 0.11% | 148 |
|
|
2021
Q1 | $294M | Buy |
3,303,812
+6,494
| +0.2% | +$579K | 0.1% | 180 |
|
|
2020
Q4 | $251M | Buy |
3,297,318
+2,173
| +0.1% | +$165K | 0.09% | 191 |
|
|
2020
Q3 | $192M | Sell |
3,295,145
-13,349
| -0.4% | -$780K | 0.08% | 217 |
|
|
2020
Q2 | $176M | Sell |
3,308,494
-55,019
| -2% | -$2.92M | 0.08% | 227 |
|
|
2020
Q1 | $169M | Sell |
3,363,513
-49,869
| -1% | -$2.51M | 0.09% | 180 |
|
|
2019
Q4 | $265M | Sell |
3,413,382
-39,597
| -1% | -$3.07M | 0.1% | 152 |
|
|
2019
Q3 | $255M | Sell |
3,452,979
-21,662
| -0.6% | -$1.6M | 0.1% | 146 |
|
|
2019
Q2 | $262M | Sell |
3,474,641
-81,857
| -2% | -$6.18M | 0.1% | 134 |
|
|
2019
Q1 | $266M | Sell |
3,556,498
-36,310
| -1% | -$2.72M | 0.11% | 129 |
|
|
2018
Q4 | $235M | Sell |
3,592,808
-162,093
| -4% | -$10.6M | 0.11% | 132 |
|
|
2018
Q3 | $310M | Sell |
3,754,901
-170,142
| -4% | -$14M | 0.12% | 113 |
|
|
2018
Q2 | $303M | Sell |
3,925,043
-61,881
| -2% | -$4.78M | 0.12% | 104 |
|
|
2018
Q1 | $301M | Buy |
3,986,924
+46,683
| +1% | +$3.53M | 0.13% | 98 |
|
|
2017
Q4 | $315M | Buy |
3,940,241
+139,802
| +4% | +$11.2M | 0.13% | 103 |
|
|
2017
Q3 | $288M | Buy |
3,800,439
+41,934
| +1% | +$3.17M | 0.13% | 108 |
|
|
2017
Q2 | $276M | Buy |
3,758,505
+135,096
| +4% | +$9.92M | 0.13% | 106 |
|
|
2017
Q1 | $271M | Sell |
3,623,409
-129,218
| -3% | -$9.66M | 0.13% | 102 |
|
|
2016
Q4 | $270M | Buy |
3,752,627
+22,510
| +0.6% | +$1.62M | 0.13% | 96 |
|
|
2016
Q3 | $245M | Buy |
3,730,117
+201,379
| +6% | +$13.2M | 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% | +$24.2M | 0.1% | 181 |
|
|
2015
Q4 | $127M | Buy |
2,252,278
+45,945
| +2% | +$2.59M | 0.08% | 249 |
|
|
2015
Q3 | $120M | Buy |
2,206,333
+472,689
| +27% | +$25.8M | 0.08% | 254 |
|
|
2015
Q2 | $103M | Buy |
1,733,644
+619,910
| +56% | +$36.7M | 0.06% | 359 |
|
|
2015
Q1 | $66.8M | Buy |
1,113,734
+492,762
| +79% | +$29.6M | 0.04% | 588 |
|
|
2014
Q4 | $43.9M | Buy |
620,972
+225,182
| +57% | +$15.9M | 0.03% | 886 |
|
|
2014
Q3 | $29.1M | Buy |
395,790
+58,949
| +18% | +$4.34M | 0.02% | 1189 |
|
|
2014
Q2 | $24.8M | Buy |
336,841
+121,230
| +56% | +$8.92M | 0.02% | 1421 |
|
|
2014
Q1 | $14.4M | Buy |
215,611
+162,998
| +310% | +$10.9M | 0.01% | 1883 |
|
|
2013
Q4 | $3.51M | Buy |
52,613
+2,259
| +4% | +$151K | ﹤0.01% | 2692 |
|
|
2013
Q3 | $3.36M | Buy |
50,354
+3,262
| +7% | +$218K | ﹤0.01% | 2693 |
|
|
2013
Q2 | $2.73M | Buy |
+47,092
| New | +$2.73M | ﹤0.01% | 2721 |
|