Dimensional Fund Advisors LP Bank Of Montreal Transaction History

Dimensional Fund Advisors LP

$418 Billion
Q2 2025

A detailed history of Dimensional Fund Advisors LP transactions in Bank Of Montreal stock. As of the latest transaction made, Dimensional Fund Advisors LP holds 3,552,162 shares of BMO stock, worth $446 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

3,552,162

Previous 3,564,378 0.34%

Holding current value

$446 Million

Previous $340 Million 15.43%

% of portfolio

0.09%

Previous 0.09%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 12, 2025	SELL	$87.54 - $110.63 $1.07 Million - $1.35 Million	-12,216 Reduced 0.34%	3,552,162 $393 Million
Q1 2025 May 13, 2025	SELL	$94.92 - $104.14 $3.77 Million - $4.14 Million	-39,710 Reduced 1.1%	3,564,378 $340 Million
Q4 2024 Feb 13, 2025	BUY	$89.75 - $103.39 $4.13 Million - $4.76 Million	46,056 Added 1.29%	3,604,088 $350 Million
Q3 2024 Nov 07, 2024	BUY	$79.1 - $90.77 $3.07 Million - $3.52 Million	38,755 Added 1.1%	3,558,032 $321 Million
Q2 2024 Aug 09, 2024	SELL	$83.3 - $98.36 $7.25 Million - $8.56 Million	-87,057 Reduced 2.41%	3,519,277 $295 Million
Q1 2024 May 10, 2024	SELL	$89.53 - $98.63 $226,869 - $249,928	-2,534 Reduced 0.07%	3,606,334 $352 Million
Q4 2023 Feb 07, 2024	BUY	$74.22 - $99.55 $2.12 Million - $2.84 Million	28,547 Added 0.8%	3,608,868 $357 Million
Q3 2023 Nov 09, 2023	SELL	$82.18 - $93.86 $10.5 Million - $12 Million	-127,353 Reduced 3.43%	3,580,321 $302 Million
Q2 2023 Aug 09, 2023	SELL	$82.89 - $92.23 $1 Million - $1.11 Million	-12,071 Reduced 0.32%	3,707,674 $335 Million
Q1 2023 May 12, 2023	SELL	$84.39 - $101.98 $4.21 Million - $5.09 Million	-49,882 Reduced 1.32%	3,719,745 $331 Million
Q4 2022 Feb 09, 2023	BUY	$83.26 - $100.16 $6.22 Million - $7.49 Million	74,758 Added 2.02%	3,769,627 $342 Million
Q3 2022 Nov 10, 2022	SELL	$16.82 - $100.72 $139,791 - $837,083	-8,311 Reduced 0.22%	3,694,869 $324 Million
Q2 2022 Aug 12, 2022	BUY	$93.85 - $118.29 $20.9 Million - $26.4 Million	222,958 Added 6.41%	3,703,180 $356 Million
Q1 2022 May 13, 2022	SELL	$108.89 - $122.34 $8.78 Million - $9.86 Million	-80,628 Reduced 2.26%	3,480,222 $411 Million
Q4 2021 Feb 09, 2022	BUY	$100.75 - $112.3 $3.98 Million - $4.43 Million	39,465 Added 1.12%	3,560,850 $384 Million
Q3 2021 Nov 12, 2021	BUY	$95.96 - $103.83 $20.9 Million - $22.6 Million	217,771 Added 6.59%	3,521,385 $351 Million
Q2 2021 Aug 12, 2021	SELL	$89.26 - $106.41 $17,673 - $21,069	-198 Reduced 0.01%	3,303,614 $339 Million
Q1 2021 May 14, 2021	BUY	$74.31 - $89.94 $482,569 - $584,070	6,494 Added 0.2%	3,303,812 $294 Million
Q4 2020 Feb 25, 2021	BUY	$58.0 - $76.94 $191 Million - $254 Million	3,297,318 New	3,297,318 $251 Million

Others Institutions Holding BMO

# of Institutions

645

Shares Held

349M

Call Options Held

5.36M

Put Options Held

12M

View Full List

About BANK OF MONTREAL

Ticker BMO
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 674,361,024
Market Cap $84.7B
Description
Bank of Montreal provides diversified financial services primarily in North America. The company's personal banking products and services include checking and savings accounts, credit cards, mortgages, and financial and investment advice services; and commercial banking products and services comprise business deposit accounts, commercial credit ...

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Dimensional Fund Advisors LP Bank Of Montreal Transaction History