Creative Planning’s Dime Commercial Bancshares DCOM Stock Holding History

Creative Planning’s Portfolio DCOM Stock Details DCOM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$762K	Sell	22,531 -677	-3%	-$22.2K	﹤0.01%	2686
2025 Q4	$698K	Sell	23,208 -4,951	-18%	-$143K	﹤0.01%	2570
2025 Q3	$840K	Buy	28,159 +8,936	+46%	+$262K	﹤0.01%	2286
2025 Q2	$518K	Buy	19,223 +6,689	+53%	+$175K	﹤0.01%	2443
2025 Q1	$349K	Sell	12,534 -660	-5%	-$20K	﹤0.01%	2613
2024 Q4	$406K	Buy	13,194 +4,747	+56%	+$153K	﹤0.01%	2422
2024 Q3	$243K	Buy	+8,447	New	+$205K	﹤0.01%	2697
2024 Q1	–	Sell	-8,688	Closed	-$234K	–	2948
2023 Q4	$234K	Buy	8,688 +8,568	+7,140%	+$183K	﹤0.01%	2294
2023 Q3	$2.4K	Buy	+120	New	+$2.5K	﹤0.01%	2794
2017 Q3	–	Sell	-1,441	Closed	-$48K	–	2309
2017 Q2	$48K	Hold	1,441	–	–	﹤0.01%	2535
2017 Q1	$50K	Sell	1,441 -500	-26%	-$17.9K	﹤0.01%	2473
2016 Q4	$74K	Buy	1,941 +500	+35%	+$15.9K	﹤0.01%	2068
2016 Q3	$41K	Hold	1,441	–	–	﹤0.01%	2517
2016 Q2	$41K	Hold	1,441	–	–	﹤0.01%	2283
2016 Q1	$44K	Hold	1,441	–	–	﹤0.01%	2187
2015 Q4	$44K	Hold	1,441	–	–	﹤0.01%	2209
2015 Q3	$38K	Buy	+1,441	New	+$38.7K	﹤0.01%	2244

Other funds holding DCOM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BCM

Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

SFM

Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Creative Planning's DCOM Position: Q1 2026 in Review

Creative Planning reduced its Dime Commercial Bancshares (DCOM) stake by 2.9% in Q1 2026, selling an estimated $22.2K and leaving 22,531 shares worth $762K. The position accounts for ﹤0.01% of the portfolio, ranked #2686.

Creative Planning first reported a position in DCOM in Q3 2015 and has held it in 17 quarters since. The position peaked at $840K in Q3 2025. 205 funds tracked by Wall St. Rank hold DCOM as of Q1 2026.

Creative Planning held 22,531 shares of Dime Commercial Bancshares worth $762K as of Q1 2026.
Creative Planning sold 677 Dime Commercial Bancshares shares in Q1 2026, an estimated $22.2K.
Dime Commercial Bancshares made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2686 holding.
Creative Planning first reported a position in Dime Commercial Bancshares in Q3 2015 and has held it in 17 quarters since.
Creative Planning's Dime Commercial Bancshares position peaked at $840K in Q3 2025.
205 funds tracked by Wall St. Rank held Dime Commercial Bancshares as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.