SSB
DFUS

Sandy Spring Bank’s Dimensional US Equity ETF DFUS Stock Holding History

Sandy Spring Bank’s Portfolio DFUS Stock Details DFUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$6.34M Buy
104,898
+736
+0.7% +$47K 0.27% 80
2024
Q4 		$6.64M Sell
104,162
-732
-0.7% -$46.9K 0.27% 78
2024
Q3 		$6.52M Buy
104,894
+1,211
+1% +$72.5K 0.27% 78
2024
Q2 		$6.1M Buy
103,683
+12,699
+14% +$722K 0.27% 78
2024
Q1 		$5.18M Buy
90,984
+54,997
+153% +$2.98M 0.24% 98
2023
Q4 		$1.87M Buy
35,987
+578
+2% +$28K 0.09% 164
2023
Q3 		$1.65M Buy
35,409
+248
+0.7% +$12K 0.09% 169
2023
Q2 		$1.69M Buy
35,161
+903
+3% +$41.1K 0.09% 172
2023
Q1 		$1.52M Sell
34,258
-25
-0.1% -$1.09K 0.09% 178
2022
Q4 		$1.43M Buy
34,283
+2,070
+6% +$86.5K 0.08% 179
2022
Q3 		$1.25M Buy
32,213
+1,041
+3% +$44.8K 0.08% 184
2022
Q2 		$1.27M Buy
+31,172
New +$1.38M 0.08% 188
2022
Q1 		– Sell
-28,039
Closed -$1.45M – 1142
2021
Q4 		$1.45M Buy
28,039
+609
+2% +$30.6K 0.07% 184
2021
Q3 		$1.29M Sell
27,430
-1,451
-5% -$70.2K 0.07% 192
2021
Q2 		$1.36M Buy
+28,881
New +$1.35M 0.07% 187

Other funds holding DFUS

Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return

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

Sandy Spring Bank increased its Dimensional US Equity ETF (DFUS) stake by 0.71% in Q1 2025, buying an estimated $47K and bringing the position to 104,898 shares worth $6.34M. The position accounts for 0.27% of the portfolio, ranked #80.

Sandy Spring Bank first reported a position in DFUS in Q2 2021 and has held it in 15 quarters since. The position peaked at $6.64M in Q4 2024. 704 funds tracked by Wall St. Rank hold DFUS as of Q1 2025.

  • Sandy Spring Bank held 104,898 shares of Dimensional US Equity ETF worth $6.34M as of Q1 2025.
  • Sandy Spring Bank bought 736 Dimensional US Equity ETF shares in Q1 2025, an estimated $47K.
  • Dimensional US Equity ETF made up 0.27% of Sandy Spring Bank's portfolio in Q1 2025, its #80 holding.
  • Sandy Spring Bank first reported a position in Dimensional US Equity ETF in Q2 2021 and has held it in 15 quarters since.
  • Sandy Spring Bank's Dimensional US Equity ETF position peaked at $6.64M in Q4 2024.
  • 704 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2025.

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