DIMENSIONAL FUND ADVISORS LP

Position in BMO — Bank Of Montreal /Can/

CIK 354204 AUSTIN, TX

Back to BMO Full portfolio

Position in BMO

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$646,608,026

+$147,386,949 QoQ

Shares Held

3,659,355

-0.8% QoQ

Ownership

0.526%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#24

of 656 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 95% Shared 5% None 0%

Common Shares in BMO Over Time

Shares Held

Position Value (USD)

Position in Banks - Diversified

Financial Services · as of Jun 30, 2026

DIMENSIONAL FUND ADVISORS LP holds $16,564,914,147 across 19 Banks - Diversified names. BMO ranks #8 (3.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	19,418,112	$6,356,130,597
2	BAC	Bank Of America Corp /De/	31,531,185	$1,796,646,919
3	WFC	Wells Fargo & Company/Mn	18,695,330	$1,544,982,069
4	C	Citigroup Inc	7,976,653	$1,116,412,352
5	TD	Toronto Dominion Bank	7,764,118	$942,796,845
6	HSBC	Hsbc Holdings PLC	9,812,755	$933,094,871
7	BNY	Bank of New York Mellon Corp	5,469,148	$790,893,489
8	BMO	Bank Of Montreal /Can/ This page	3,659,355	$646,608,026

All Filings in BMO

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$646,608,026	3,659,355	-0.8%	Shares	Sole	2026-08-11
2026-03-31	$499,221,077	3,688,644	+2.8%	Shares	Sole	2026-05-07
2025-12-31	$465,809,039	3,588,944	+0.9%	Shares	Defined	2026-02-12
2025-09-30	$463,359,945	3,557,466	+0.1%	Shares	Sole	2025-11-12
2025-06-30	$392,975,679	3,552,162	-0.3%	Shares	Sole	2025-08-12
2025-03-31	$340,433,741	3,564,378	-1.1%	Shares	Sole	2025-05-13
2024-12-31	$349,776,739	3,604,088	+1.3%	Shares	Sole	2025-02-13
2024-09-30	$320,934,486	3,558,032	+1.1%	Shares	Sole	2024-11-07
2024-06-30	$295,091,375	3,519,277	-2.4%	Shares	Sole	2024-08-09
2024-03-31	$352,266,703	3,606,334	-0.1%	Shares	Sole	2024-05-10
2023-12-31	$357,061,397	3,608,868	+0.8%	Shares	Sole	2024-02-07
2023-09-30	$302,071,681	3,580,321	-3.4%	Shares	Sole	2023-11-09
2023-06-30	$334,840,037	3,707,674	-0.3%	Shares	Sole	2023-08-09
2023-03-31	$331,466,474	3,719,745	-1.3%	Shares	Sole	2023-05-12
2022-12-31	$341,528,204	3,769,627	+2.0%	Shares	Sole	2023-02-09
2022-09-30	$323,818,317	3,694,869	-0.2%	Shares	Sole	2022-11-10
2022-06-30	$356,134,818	3,703,180	+6.4%	Shares	Sole	2022-08-12
2022-03-31	$410,561,789	3,480,222	-2.3%	Shares	Defined	2022-05-13
2021-12-31	$383,574,762	3,560,850	+1.1%	Shares	Defined	2022-02-09
2021-09-30	$351,187,726	3,521,385	+6.6%	Shares	Defined	2021-11-12
2021-06-30	$338,818,651	3,303,614	-0.0%	Shares	Defined	2021-08-12
2021-03-31	$294,435,725	3,303,812	+0.2%	Shares	Defined	2021-05-14
2020-12-31	$250,695,087	3,297,318	+0.1%	Shares	Defined	2021-03-08
2020-09-30	$192,469,419	3,295,145	-0.4%	Shares	Defined	2020-11-12
2020-06-30	$175,515,606	3,308,494	-1.6%	Shares	Defined	2020-08-13
2020-03-31	$169,050,163	3,363,513	—	Shares	Defined	2020-05-14
No filing history on record for this holder in this stock.