Sandy Spring Bank
DFAR icon

Sandy Spring Bank’s DFA Real Estate Securities Portfolio ETF Class Shares 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% +$42.8K 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

Adero Partners
Adero Partners Pleasanton, California $1.53B AUM 5.52% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Elwood & Goetz Wealth Advisory Group
Elwood & Goetz Wealth Advisory Group Athens, Georgia $725M AUM 17% 1-Year Est. Return
Beaird Harris Wealth Management
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
RAM Investment Partners
RAM Investment Partners Bellevue, Washington $631M AUM 11.73% 1-Year Est. Return
Moisand Fitzgerald Tamayo
Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
Rather & Kittrell
Rather & Kittrell Knoxville, Tennessee $740M AUM 7.58% 1-Year Est. Return
Great Oak Capital Partners
Great Oak Capital Partners South Easton, Massachusetts $257M AUM 14.41% 1-Year Est. Return

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

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

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