Sandy Spring Bank’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$12.7M	Sell	307,842 -21,245	-6%	-$892K	0.53%	47
2024 Q4	$13.5M	Sell	329,087 -138	-0%	-$5.86K	0.55%	43
2024 Q3	$13.7M	Buy	329,225 +22,757	+7%	+$920K	0.57%	39
2024 Q2	$12M	Buy	306,468 +28,124	+10%	+$1.11M	0.53%	40
2024 Q1	$11.4M	Buy	278,344 +67,909	+32%	+$2.59M	0.52%	45
2023 Q4	$7.83M	Buy	210,435 +47,381	+29%	+$1.63M	0.39%	62
2023 Q3	$5.55M	Buy	163,054 +27,369	+20%	+$959K	0.31%	78
2023 Q2	$4.68M	Buy	135,685 +2,560	+2%	+$85.5K	0.25%	96
2023 Q1	$4.46M	Buy	133,125 +1,622	+1%	+$55.5K	0.25%	93
2022 Q4	$4.4M	Sell	131,503 -3,206	-2%	-$107K	0.26%	95
2022 Q3	$3.99M	Buy	134,709 +1,452	+1%	+$47.2K	0.25%	103
2022 Q2	$4.21M	Buy	+133,257	New	+$4.43M	0.25%	99

Other funds holding DFUV

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

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

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

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

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

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

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

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

Sandy Spring Bank reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 6.5% in Q1 2025, selling an estimated $892K and leaving 307,842 shares worth $12.7M. The position accounts for 0.53% of the portfolio, ranked #47.

Sandy Spring Bank first reported a position in DFUV in Q2 2022 and has held it in 12 quarters since. The position peaked at $13.7M in Q3 2024. 670 funds tracked by Wall St. Rank hold DFUV as of Q1 2025.

Sandy Spring Bank held 307,842 shares of Dimensional US Marketwide Value ETF worth $12.7M as of Q1 2025.
Sandy Spring Bank sold 21,245 Dimensional US Marketwide Value ETF shares in Q1 2025, an estimated $892K.
Dimensional US Marketwide Value ETF made up 0.53% of Sandy Spring Bank's portfolio in Q1 2025, its #47 holding.
Sandy Spring Bank first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 12 quarters since.
Sandy Spring Bank's Dimensional US Marketwide Value ETF position peaked at $13.7M in Q3 2024.
670 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q1 2025.

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