Bell Investment Advisors’s DT Midstream DTM Stock Holding History

Bell Investment Advisors’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
2026 Q1	$35.7K	Hold	265	–	–	0.01%	307
2025 Q4	$31.7K	Buy	265 +17	+7%	+$1.95K	0.01%	327
2025 Q3	$28K	Buy	248 +5	+2%	+$523	﹤0.01%	334
2025 Q2	$26.7K	Hold	243	–	–	﹤0.01%	348
2025 Q1	$23.4K	Sell	243 -5	-2%	-$500	﹤0.01%	348
2024 Q4	$24.7K	Buy	248 +5	+2%	+$476	﹤0.01%	336
2024 Q3	$19.1K	Hold	243	–	–	﹤0.01%	415
2024 Q2	$17.3K	Buy	243 +14	+6%	+$919	﹤0.01%	428
2024 Q1	$14K	Sell	229 -68	-23%	-$3.78K	﹤0.01%	467
2023 Q4	$16.3K	Buy	297 +37	+14%	+$2.04K	﹤0.01%	405
2023 Q3	$13.8K	Sell	260 -40	-13%	-$2.09K	﹤0.01%	395
2023 Q2	$14.9K	Buy	300 +65	+28%	+$3.11K	﹤0.01%	379
2023 Q1	$11.6K	Sell	235 -68	-22%	-$3.52K	﹤0.01%	439
2022 Q4	$16.7K	Buy	303 +121	+66%	+$6.92K	﹤0.01%	340
2022 Q3	$9K	Sell	182 -3	-2%	-$162	﹤0.01%	440
2022 Q2	$9K	Buy	+185	New	+$10.1K	﹤0.01%	453
2021 Q4	$6K	Sell	119 -11	-8%	-$527	﹤0.01%	675
2021 Q3	$6K	Buy	+130	New	+$5.69K	﹤0.01%	621

Other funds holding DTM

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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

Neuberger Berman Group

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

Blackstone Inc New York $24.2B AUM 26.83% 1-Year Est. Return

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

Geode Capital Management

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