Atticus Wealth Management’s DT Midstream DTM Stock Holding History

Atticus Wealth Management’s Portfolio DTM Stock Details DTM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-317	Closed	-$34.8K	–	311
2025 Q2	$34.8K	Hold	317	–	–	0.01%	357
2025 Q1	$30.6K	Hold	317	–	–	0.01%	279
2024 Q4	$31.5K	Hold	317	–	–	0.01%	289
2024 Q3	$24.9K	Hold	317	–	–	0.01%	312
2024 Q2	$22.5K	Hold	317	–	–	0.01%	303
2024 Q1	$19.4K	Hold	317	–	–	0.01%	328
2023 Q4	$17.4K	Hold	317	–	–	0.01%	340
2023 Q3	$16.8K	Hold	317	–	–	0.01%	351
2023 Q2	$15.7K	Hold	317	–	–	0.01%	358
2023 Q1	$15.7K	Hold	317	–	–	0.01%	340
2022 Q4	$17.5K	Hold	317	–	–	0.01%	339
2022 Q3	$16K	Hold	317	–	–	0.01%	338
2022 Q2	$16K	Hold	317	–	–	0.01%	367
2022 Q1	$17K	Buy	+317	New	+$16.5K	0.01%	352

Other funds holding DTM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

59 North Capital Management Houston, Texas $3.35B AUM 22.14% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Neuberger Berman Group

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Dimensional Fund Advisors

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

Geode Capital Management

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