FGAM
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Financial Gravity Asset Management’s DT Midstream DTM Stock Holding History

Financial Gravity Asset 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
Q1 		$19.4K Buy
+201
New +$20.1K ﹤0.01% 483
2024
Q2 		– Sell
-4
Closed -$251 – 1708
2024
Q1 		$251 Buy
+4
New +$223 ﹤0.01% 1571
2023
Q3 		– Sell
-50
Closed -$109 – 1393
2023
Q2 		$109 Buy
50
+1
+2% +$48 ﹤0.01% 1286
2023
Q1 		$3 Sell
49
-6
-11% -$311 ﹤0.01% 953
2022
Q4 		$1.34K Buy
+55
New +$3.14K 0.01% 610

Other funds holding DTM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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 $871B AUM 31.28% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return