FGC
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Financial Gravity Companies’s DT Midstream DTM Stock Holding History

Financial Gravity Companies’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
Q2 		$22.1K Buy
+201
New +$20.4K ﹤0.01% 439
2024
Q4 		$20K Buy
+201
New +$19.1K ﹤0.01% 444

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Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Financial Gravity Companies's DTM Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in DT Midstream (DTM) in Q2 2025: 201 shares worth $22.1K. The stake represents ﹤0.01% of the portfolio and ranks #439 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in DTM as recently as Q4 2024.

Financial Gravity Companies first reported a position in DTM in Q4 2024 and has held it in 2 quarters since. 608 funds tracked by Wall St. Rank hold DTM as of Q2 2025.

  • Financial Gravity Companies held 201 shares of DT Midstream worth $22.1K as of Q2 2025.
  • DT Midstream was a new Financial Gravity Companies position in Q2 2025.
  • DT Midstream made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2025, its #439 holding.
  • Financial Gravity Companies first reported a position in DT Midstream in Q4 2024 and has held it in 2 quarters since.
  • 608 funds tracked by Wall St. Rank held DT Midstream as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.