DI
DTM icon

Disciplined Investments’s DT Midstream DTM Stock Holding History

Disciplined Investments’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
2023
Q3 		– Sell
-12
Closed -$595 – 508
2023
Q2 		$595 Sell
12
-1
-8% -$48 ﹤0.01% 1169
2023
Q1 		$642 Buy
13
+1
+8% +$52 ﹤0.01% 1154
2022
Q4 		$663 Hold
12
– – ﹤0.01% 1072
2022
Q3 		$1K Buy
12
+4
+50% +$216 ﹤0.01% 864
2022
Q2 		$0 Buy
8
+3
+60% +$164 ﹤0.01% 1350
2022
Q1 		$0 Buy
+5
New +$260 ﹤0.01% 1407

Other funds holding DTM

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return
ZP
Zimmer Partners New York $4.08B AUM 14.2% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return