Bank Of Montreal Dimensional ETF Tr Dimensional Transaction History

Bank Of Montreal

$214 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 13, 2024	BUY	$24.62 - $26.83 $344 - $375	14 Added 1400.0%	15 $0
Q4 2023 Feb 08, 2024	BUY	$22.18 - $25.58 $22 - $25	1 New	1 $0

Others Institutions Holding DFIC

# of Institutions

383

Shares Held

2.26B

Call Options Held

0

Put Options Held

0

Elser Financial Planning, Inc Indianapolis, IN

2.02B
Shares

$54.2 Billion
3.13% of portfolio
Envestnet Asset Management Inc

27M
Shares

$724 Million
0.25% of portfolio
Mercer Global Advisors Inc Denver, CO

25.7M
Shares

$690 Million
1.59% of portfolio
Forum Financial Management, LP Lombard, IL

15.8M
Shares

$423 Million
8.47% of portfolio
Evensky & Katz LLC

5.9M
Shares

$158 Million
10.81% of portfolio

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFIC
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