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DIMENSIONAL FUND ADVISORS LP: BMO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of DIMENSIONAL FUND ADVISORS LP on BMO, newest first. How the timeline and the estimate are built.

DIMENSIONAL FUND ADVISORS LP held 3,659,355 BMO shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,659,355 shares
    Change vs previous 13F -29,289 shares

    0.12% of the 13F portfolio, value $646,602,717.

    13F-HR 0000354204-26-000866 filed by DIMENSIONAL FUND ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 3,688,644 shares
    Change vs previous 13F +99,700 shares

    0.1% of the 13F portfolio, value $499,186,473.

    13F-HR 0000354204-26-000581 filed by DIMENSIONAL FUND ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 3,588,944 shares
    Change vs previous 13F +31,478 shares

    0.1% of the 13F portfolio, value $465,815,326.

    13F-HR 0000354204-26-000347 filed by DIMENSIONAL FUND ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 3,557,466 shares
    Change vs previous 13F +5,304 shares

    0.1% of the 13F portfolio, value $463,353,619.

    13F-HR 0000354204-25-001337 filed by DIMENSIONAL FUND ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 3,552,162 shares
    Change vs previous 13F -12,216 shares

    0.09% of the 13F portfolio, value $392,963,286.

    13F-HR 0000354204-25-001097 filed by DIMENSIONAL FUND ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 3,564,378 shares
    Change vs previous 13F -39,710 shares

    0.08% of the 13F portfolio, value $340,422,792.

    13F-HR 0000354204-25-000866 filed by DIMENSIONAL FUND ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 3,604,088 shares
    Change vs previous 13F +46,056 shares

    0.08% of the 13F portfolio, value $349,777,788.

    13F-HR 0000354204-25-000528 filed by DIMENSIONAL FUND ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 3,558,032 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $320,936,409.

    13F-HR 0000354204-24-004773 filed by DIMENSIONAL FUND ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).