Sandy Spring Bank’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$4.44M	Buy	145,271 +9,172	+7%	+$283K	0.19%	114
2024 Q4	$4.09M	Buy	136,099 +11,076	+9%	+$346K	0.17%	120
2024 Q3	$3.85M	Buy	125,023 +15,770	+14%	+$470K	0.16%	123
2024 Q2	$3.16M	Buy	109,253 +32,564	+42%	+$947K	0.14%	134
2024 Q1	$2.3M	Buy	76,689 +22,296	+41%	+$622K	0.1%	157
2023 Q4	$1.47M	Buy	54,393 +48,478	+820%	+$1.22M	0.07%	182
2023 Q3	$147K	Buy	5,915 +5,673	+2,344%	+$145K	0.01%	378
2023 Q2	$6.15K	Buy	+242	New	+$5.94K	﹤0.01%	925

Other funds holding DFLV

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

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

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

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

MFWP

Mosaic Family Wealth Partners St. Louis, Missouri $977M AUM 19.09% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

SFS

Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return

DPW

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

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

Sandy Spring Bank increased its Dimensional US Large Cap Value ETF (DFLV) stake by 6.7% in Q1 2025, buying an estimated $283K and bringing the position to 145,271 shares worth $4.44M. The position accounts for 0.19% of the portfolio, ranked #114.

Sandy Spring Bank first reported a position in DFLV in Q2 2023 and has held it in 8 quarters since. 272 funds tracked by Wall St. Rank hold DFLV as of Q1 2025.

Sandy Spring Bank held 145,271 shares of Dimensional US Large Cap Value ETF worth $4.44M as of Q1 2025.
Sandy Spring Bank bought 9,172 Dimensional US Large Cap Value ETF shares in Q1 2025, an estimated $283K.
Dimensional US Large Cap Value ETF made up 0.19% of Sandy Spring Bank's portfolio in Q1 2025, its #114 holding.
Sandy Spring Bank first reported a position in Dimensional US Large Cap Value ETF in Q2 2023 and has held it in 8 quarters since.
272 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q1 2025.

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