SSB
DFAS icon

Sandy Spring Bank’s Dimensional US Small Cap ETF DFAS Stock Holding History

Sandy Spring Bank’s Portfolio DFAS Stock Details DFAS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$3.04M Buy
50,955
+926
+2% +$59.6K 0.13% 142
2024
Q4 		$3.26M Buy
50,029
+2,956
+6% +$198K 0.13% 135
2024
Q3 		$3.05M Buy
47,073
+1,428
+3% +$89.4K 0.13% 138
2024
Q2 		$2.74M Buy
45,645
+6,246
+16% +$376K 0.12% 143
2024
Q1 		$2.46M Buy
39,399
+10,919
+38% +$646K 0.11% 149
2023
Q4 		$1.7M Buy
28,480
+7,541
+36% +$404K 0.08% 174
2023
Q3 		$1.1M Buy
20,939
+2,241
+12% +$123K 0.06% 195
2023
Q2 		$1.02M Buy
18,698
+794
+4% +$41.4K 0.05% 209
2023
Q1 		$944K Buy
17,904
+23
+0.1% +$1.25K 0.05% 212
2022
Q4 		$915K Sell
17,881
-880
-5% -$45.3K 0.05% 213
2022
Q3 		$873K Sell
18,761
-62
-0.3% -$3.17K 0.06% 208
2022
Q2 		$904K Buy
+18,823
New +$976K 0.05% 213
2022
Q1 		– Sell
-19,536
Closed -$1.17M – 1140
2021
Q4 		$1.17M Sell
19,536
-365
-2% -$22K 0.06% 201
2021
Q3 		$1.14M Buy
19,901
+3,232
+19% +$186K 0.06% 197
2021
Q2 		$973K Buy
+16,669
New +$970K 0.05% 206

Other funds holding DFAS

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return
FCI
Financial Counselors Inc Overland Park, Kansas $70.9M AUM 16.78% 1-Year Est. Return

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

Sandy Spring Bank increased its Dimensional US Small Cap ETF (DFAS) stake by 1.9% in Q1 2025, buying an estimated $59.6K and bringing the position to 50,955 shares worth $3.04M. The position accounts for 0.13% of the portfolio, ranked #142.

Sandy Spring Bank first reported a position in DFAS in Q2 2021 and has held it in 15 quarters since. The position peaked at $3.26M in Q4 2024. 754 funds tracked by Wall St. Rank hold DFAS as of Q1 2025.

  • Sandy Spring Bank held 50,955 shares of Dimensional US Small Cap ETF worth $3.04M as of Q1 2025.
  • Sandy Spring Bank bought 926 Dimensional US Small Cap ETF shares in Q1 2025, an estimated $59.6K.
  • Dimensional US Small Cap ETF made up 0.13% of Sandy Spring Bank's portfolio in Q1 2025, its #142 holding.
  • Sandy Spring Bank first reported a position in Dimensional US Small Cap ETF in Q2 2021 and has held it in 15 quarters since.
  • Sandy Spring Bank's Dimensional US Small Cap ETF position peaked at $3.26M in Q4 2024.
  • 754 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q1 2025.

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