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Sandy Spring Bank’s Dimensional US Real Estate ETF DFAR Stock Holding History

Sandy Spring Bank’s Portfolio DFAR Stock Details DFAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$521K Buy
21,900
+9,713
+80% +$229K 0.02% 279
2024
Q4 		$284K Buy
12,187
+1,704
+16% +$42.2K 0.01% 331
2024
Q3 		$269K Buy
10,483
+4,642
+79% +$112K 0.01% 343
2024
Q2 		$129K Buy
5,841
+1,995
+52% +$42.9K 0.01% 417
2024
Q1 		$86K Buy
3,846
+2,511
+188% +$55.3K ﹤0.01% 487
2023
Q4 		$30.4K Buy
+1,335
New +$27.3K ﹤0.01% 647

Other funds holding DFAR

AP
Adero Partners Pleasanton, California $1.53B AUM 5.52% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
EGWAG
Elwood & Goetz Wealth Advisory Group Athens, Georgia $589M AUM 19.26% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
RIP
RAM Investment Partners Bellevue, Washington $625M AUM 16.29% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
RK
Rather & Kittrell Knoxville, Tennessee $648M AUM 14.68% 1-Year Est. Return
GOCP
Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return

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

Sandy Spring Bank increased its Dimensional US Real Estate ETF (DFAR) stake by 80% in Q1 2025, buying an estimated $229K and bringing the position to 21,900 shares worth $521K. The position accounts for 0.02% of the portfolio, ranked #279.

Sandy Spring Bank first reported a position in DFAR in Q4 2023 and has held it in 6 quarters since. 244 funds tracked by Wall St. Rank hold DFAR as of Q1 2025.

  • Sandy Spring Bank held 21,900 shares of Dimensional US Real Estate ETF worth $521K as of Q1 2025.
  • Sandy Spring Bank bought 9,713 Dimensional US Real Estate ETF shares in Q1 2025, an estimated $229K.
  • Dimensional US Real Estate ETF made up 0.02% of Sandy Spring Bank's portfolio in Q1 2025, its #279 holding.
  • Sandy Spring Bank first reported a position in Dimensional US Real Estate ETF in Q4 2023 and has held it in 6 quarters since.
  • 244 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q1 2025.

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