GPS Wealth Strategies Group’s DT Midstream DTM Stock Holding History

GPS Wealth Strategies Group’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	–	Sell	-235	Closed	-$26.6K	–	825
2025 Q3	$26.6K	Sell	235 -21	-8%	-$2.19K	﹤0.01%	822
2025 Q2	$28.1K	Hold	256	–	–	﹤0.01%	775
2025 Q1	$24.7K	Hold	256	–	–	﹤0.01%	779
2024 Q4	$25.5K	Hold	256	–	–	﹤0.01%	731
2024 Q3	$20.1K	Sell	256 -232	-48%	-$17.3K	﹤0.01%	800
2024 Q2	$34.7K	Hold	488	–	–	0.01%	632
2024 Q1	$29.8K	Sell	488 -16	-3%	-$890	﹤0.01%	630
2023 Q4	$27.6K	Sell	504 -639	-56%	-$35.2K	0.01%	619
2023 Q3	$60.5K	Sell	1,143 -51	-4%	-$2.66K	0.01%	442
2023 Q2	$59.2K	Sell	1,194 -293	-20%	-$14K	0.01%	457
2023 Q1	$73.4K	Buy	+1,487	New	+$77.1K	0.02%	411
2022 Q4	–	Sell	-1,438	Closed	-$75K	–	379
2022 Q3	$75K	Buy	1,438 +130	+10%	+$7.02K	0.02%	355
2022 Q2	$64K	Buy	+1,308	New	+$71.4K	0.02%	399
2022 Q1	–	Sell	-1,581	Closed	-$76K	–	1060
2021 Q4	$76K	Sell	1,581 -465	-23%	-$22.3K	0.02%	335
2021 Q3	$95K	Buy	+2,046	New	+$89.5K	0.02%	294

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