FORA Capital’s DT Midstream DTM Stock Holding History

FORA Capital’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	–	Sell	-2,619	Closed	-$313K	–	472
2025 Q4	$313K	Buy	+2,619	New	+$301K	0.04%	357
2025 Q3	–	Sell	-14,031	Closed	-$1.54M	–	535
2025 Q2	$1.54M	Sell	14,031 -17,345	-55%	-$1.76M	0.17%	160
2025 Q1	$3.03M	Buy	31,376 +11,311	+56%	+$1.13M	0.31%	109
2024 Q4	$2M	Buy	20,065 +2,768	+16%	+$264K	0.23%	130
2024 Q3	$1.36M	Buy	17,297 +4,186	+32%	+$312K	0.16%	171
2024 Q2	$931K	Buy	+13,111	New	+$861K	0.11%	224
2024 Q1	–	Sell	-25,291	Closed	-$1.39M	–	444
2023 Q4	$1.39M	Buy	+25,291	New	+$1.39M	0.12%	212
2022 Q2	–	Sell	-9,691	Closed	-$525K	–	488
2022 Q1	$525K	Buy	+9,691	New	+$505K	0.09%	275

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