Sandy Spring Bank’s Dimensional International Value ETF DFIV Stock Holding History

Sandy Spring Bank’s Portfolio DFIV Stock Details DFIV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$430K	Buy	10,914 +968	+10%	+$36.9K	0.02%	294
2024 Q4	$353K	Buy	9,946 +892	+10%	+$32.7K	0.01%	314
2024 Q3	$345K	Sell	9,054 -837	-8%	-$31K	0.01%	321
2024 Q2	$355K	Buy	9,891 +3,166	+47%	+$117K	0.02%	309
2024 Q1	$247K	Buy	6,725 +1,584	+31%	+$54.9K	0.01%	346
2023 Q4	$177K	Buy	5,141 +4,462	+657%	+$146K	0.01%	372
2023 Q3	$22.1K	Hold	679	–	–	﹤0.01%	692
2023 Q2	$22.3K	Buy	+679	New	+$22.3K	﹤0.01%	699

Other funds holding DFIV

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

Sandy Spring Bank increased its Dimensional International Value ETF (DFIV) stake by 9.7% in Q1 2025, buying an estimated $36.9K and bringing the position to 10,914 shares worth $430K. The position accounts for 0.02% of the portfolio, ranked #294.

Sandy Spring Bank first reported a position in DFIV in Q2 2023 and has held it in 8 quarters since. 642 funds tracked by Wall St. Rank hold DFIV as of Q1 2025.

Sandy Spring Bank held 10,914 shares of Dimensional International Value ETF worth $430K as of Q1 2025.
Sandy Spring Bank bought 968 Dimensional International Value ETF shares in Q1 2025, an estimated $36.9K.
Dimensional International Value ETF made up 0.02% of Sandy Spring Bank's portfolio in Q1 2025, its #294 holding.
Sandy Spring Bank first reported a position in Dimensional International Value ETF in Q2 2023 and has held it in 8 quarters since.
642 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q1 2025.

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