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Sandy Spring Bank’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Sandy Spring Bank’s Portfolio DFAC Stock Details DFAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$193K Buy
5,854
+305
+5% +$10.6K 0.01% 370
2024
Q4 		$192K Buy
5,549
+16
+0.3% +$563 0.01% 377
2024
Q3 		$190K Buy
5,533
+15
+0.3% +$495 0.01% 385
2024
Q2 		$178K Buy
5,518
+17
+0.3% +$536 0.01% 382
2024
Q1 		$176K Buy
5,501
+1
+0% +$30 0.01% 383
2023
Q4 		$161K Buy
5,500
+2
+0% +$54 0.01% 387
2023
Q3 		$144K Sell
5,498
-6,829
-55% -$186K 0.01% 380
2023
Q2 		$335K Buy
12,327
+11,786
+2,179% +$304K 0.02% 293
2023
Q1 		$13.8K Buy
541
+1
+0.2% +$25 ﹤0.01% 766
2022
Q4 		$13.1K Buy
540
+3
+0.6% +$73 ﹤0.01% 764
2022
Q3 		$12K Buy
537
+2
+0.4% +$49 ﹤0.01% 761
2022
Q2 		$12K Buy
+535
New +$13.5K ﹤0.01% 795
2022
Q1 		– Sell
-532
Closed -$15K – 1139
2021
Q4 		$15K Buy
532
+2
+0.4% +$56 ﹤0.01% 815
2021
Q3 		$14K Buy
530
+2
+0.4% +$54 ﹤0.01% 816
2021
Q2 		$14K Buy
+528
New +$14K ﹤0.01% 843

Other funds holding DFAC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Sandy Spring Bank's DFAC Position: Q1 2025 in Review

Sandy Spring Bank increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 5.5% in Q1 2025, buying an estimated $10.6K and bringing the position to 5,854 shares worth $193K. The position accounts for 0.01% of the portfolio, ranked #370.

Sandy Spring Bank first reported a position in DFAC in Q2 2021 and has held it in 15 quarters since. The position peaked at $335K in Q2 2023. 998 funds tracked by Wall St. Rank hold DFAC as of Q1 2025.

  • Sandy Spring Bank held 5,854 shares of Dimensional US Core Equity 2 ETF worth $193K as of Q1 2025.
  • Sandy Spring Bank bought 305 Dimensional US Core Equity 2 ETF shares in Q1 2025, an estimated $10.6K.
  • Dimensional US Core Equity 2 ETF made up 0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #370 holding.
  • Sandy Spring Bank first reported a position in Dimensional US Core Equity 2 ETF in Q2 2021 and has held it in 15 quarters since.
  • Sandy Spring Bank's Dimensional US Core Equity 2 ETF position peaked at $335K in Q2 2023.
  • 998 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2025.

Based on Sandy Spring Bank's 13F filing for Q1 2025, filed 12 May 2025.