LF
DTM icon

Lee Financial’s DT Midstream DTM Stock Holding History

Lee Financial’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
-2,198
Closed -$249K – 154
2025
Q3 		$249K Buy
+2,198
New +$230K 0.03% 160
2024
Q1 		– Sell
-165
Closed -$9.04K – 346
2023
Q4 		$9.04K Hold
165
– – ﹤0.01% 449
2023
Q3 		$8.73K Hold
165
– – ﹤0.01% 433
2023
Q2 		$8.18K Hold
165
– – ﹤0.01% 438
2023
Q1 		$8.15K Hold
165
– – ﹤0.01% 459
2022
Q4 		$9.12K Hold
165
– – ﹤0.01% 479
2022
Q3 		$9K Hold
165
– – ﹤0.01% 452
2022
Q2 		$8K Hold
165
– – ﹤0.01% 484
2022
Q1 		$9K Hold
165
– – ﹤0.01% 447
2021
Q4 		$8K Hold
165
– – ﹤0.01% 537
2021
Q3 		$8K Buy
+165
New +$7.22K ﹤0.01% 447

Other funds holding DTM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
5NCM
59 North Capital Management Houston, Texas $3.35B AUM 22.14% 1-Year Est. Return
TCA
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
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