Global Retirement Partners’s DT Midstream DTM Stock Holding History

Global Retirement Partners’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 Q4	$263K	Buy	2,195 +1,914	+681%	+$220K	﹤0.01%	1316
2025 Q3	$31.8K	Sell	281 -44	-14%	-$4.6K	﹤0.01%	2153
2025 Q2	$35.7K	Buy	+325	New	+$32.9K	﹤0.01%	1960
2024 Q4	$21.6K	Sell	217 -68	-24%	-$6.47K	﹤0.01%	2051
2024 Q3	$22.4K	Sell	285 -19	-6%	-$1.42K	﹤0.01%	1935
2024 Q2	$21.6K	Buy	304 +24	+9%	+$1.57K	﹤0.01%	1947
2024 Q1	$17.1K	Sell	280 -1	-0.4%	-$56	﹤0.01%	1878
2023 Q4	$15.2K	Buy	281 +50	+22%	+$2.75K	﹤0.01%	1892
2023 Q3	$12.1K	Buy	231 +8	+4%	+$417	﹤0.01%	1871
2023 Q2	$11.1K	Sell	223 -55	-20%	-$2.63K	﹤0.01%	1930
2023 Q1	$12.7K	Buy	278 +154	+124%	+$7.98K	﹤0.01%	1826
2022 Q4	$6.85K	Hold	124	–	–	﹤0.01%	1915
2022 Q3	$7K	Buy	124 +78	+170%	+$4.21K	﹤0.01%	1804
2022 Q2	$2K	Sell	46 -5	-10%	-$273	﹤0.01%	2182
2022 Q1	$3K	Buy	+51	New	+$2.66K	﹤0.01%	2046
2021 Q4	–	Sell	-50	Closed	-$2K	–	607
2021 Q3	$2K	Buy	+50	New	+$2.19K	﹤0.01%	1810

Other funds holding DTM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

59 North Capital Management Houston, Texas $3.35B AUM 22.14% 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

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return