Sandy Spring Bank
DFAS icon

Sandy Spring Bank’s U.S. Small Cap Portfolio ETF Class Shares 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% +$1.24K 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 $171B AUM 24.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Index Fund Advisors
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Pure Financial Advisors
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
TCI Wealth Advisors
TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Alaska Permanent Fund
Alaska Permanent Fund Juneau, Alaska $1.27B AUM 16.38% 1-Year Est. Return
FCI
Financial Counselors Inc Overland Park, Kansas $74M AUM 15.54% 1-Year Est. Return

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

Sandy Spring Bank increased its U.S. Small Cap Portfolio ETF Class Shares (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. 760 funds tracked by Wall St. Rank hold DFAS as of Q1 2025.

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

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