Sandy Spring Bank’s Dimensional International Small Cap Value ETF DISV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$55.3K	Sell	1,898 -195	-9%	-$5.49K	﹤0.01%	554
2024 Q4	$55.6K	Buy	2,093 +9	+0.4%	+$247	﹤0.01%	556
2024 Q3	$60.6K	Buy	2,084 +6	+0.3%	+$167	﹤0.01%	550
2024 Q2	$55.9K	Buy	2,078 +23	+1%	+$631	﹤0.01%	564
2024 Q1	$55.9K	Buy	2,055 +1	+0%	+$26	﹤0.01%	555
2023 Q4	$53K	Buy	2,054 +1,018	+98%	+$24.5K	﹤0.01%	552
2023 Q3	$24.6K	Buy	+1,036	New	+$25.3K	﹤0.01%	675

Other funds holding DISV

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

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

FPAS

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

RWM

Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return

ADL

Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return

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

AWP

Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return

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

JTWM

Jackson Thornton Wealth Management Montgomery, Alabama $1.11B AUM 22.53% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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

Sandy Spring Bank reduced its Dimensional International Small Cap Value ETF (DISV) stake by 9.3% in Q1 2025, selling an estimated $5.49K and leaving 1,898 shares worth $55.3K. The position accounts for ﹤0.01% of the portfolio, ranked #554.

Sandy Spring Bank first reported a position in DISV in Q3 2023 and has held it in 7 quarters since. The position peaked at $60.6K in Q3 2024. 326 funds tracked by Wall St. Rank hold DISV as of Q1 2025.

Sandy Spring Bank held 1,898 shares of Dimensional International Small Cap Value ETF worth $55.3K as of Q1 2025.
Sandy Spring Bank sold 195 Dimensional International Small Cap Value ETF shares in Q1 2025, an estimated $5.49K.
Dimensional International Small Cap Value ETF made up ﹤0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #554 holding.
Sandy Spring Bank first reported a position in Dimensional International Small Cap Value ETF in Q3 2023 and has held it in 7 quarters since.
Sandy Spring Bank's Dimensional International Small Cap Value ETF position peaked at $60.6K in Q3 2024.
326 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q1 2025.

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