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Bellwether Advisors’s DT Midstream DTM Stock Holding History

Bellwether 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
2025
Q3 		– Sell
-36
Closed -$3.96K – 260
2025
Q2 		$3.96K Hold
36
– – ﹤0.01% 441
2025
Q1 		$3.47K Hold
36
– – ﹤0.01% 399
2024
Q4 		$3.58K Buy
+36
New +$3.43K ﹤0.01% 407
2023
Q2 		– Sell
-36
Closed -$1.78K – 198
2023
Q1 		$1.78K Hold
36
– – ﹤0.01% 349
2022
Q4 		$1.99K Hold
36
– – ﹤0.01% 357
2022
Q3 		$1K Hold
36
– – ﹤0.01% 424
2022
Q2 		$1K Hold
36
– – ﹤0.01% 352
2022
Q1 		$1K Hold
36
– – ﹤0.01% 496
2021
Q4 		$1K Hold
36
– – ﹤0.01% 525
2021
Q3 		$1K Buy
+36
New +$1.57K ﹤0.01% 500

Other funds holding DTM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
5NCM
59 North Capital Management Houston, Texas $3.35B AUM 22.14% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
TCA
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