KWM
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Kolinsky Wealth Management’s Dime Commercial Bancshares DCOM Stock Holding History

Kolinsky Wealth Management’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
2023
Q2 		– Sell
-9,031
Closed -$205K – 141
2023
Q1 		$205K Sell
9,031
-3,000
-25% -$88.4K 0.22% 120
2022
Q4 		$383K Sell
12,031
-3,150
-21% -$104K 0.44% 55
2022
Q3 		$444K Hold
15,181
– – 0.56% 35
2022
Q2 		$450K Hold
15,181
– – 0.53% 36
2022
Q1 		$525K Hold
15,181
– – 0.52% 36
2021
Q4 		$534K Buy
+15,181
New +$534K 0.49% 36

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Dimensional Fund Advisors
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BCM
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SFM
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Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return