NewSquare Capital’s DT Midstream DTM Stock Holding History

NewSquare 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
2025 Q3	–	Sell	-46	Closed	-$5.06K	–	464
2025 Q2	$5.06K	Buy	46 +42	+1,050%	+$4.25K	﹤0.01%	802
2025 Q1	$386	Sell	4 -1	-20%	-$100	﹤0.01%	1055
2024 Q4	$497	Buy	+5	New	+$476	﹤0.01%	717
2023 Q1	–	Sell	-5	Closed	-$276	–	906
2022 Q4	$276	Hold	5	–	–	﹤0.01%	709
2022 Q3	$0	Hold	5	–	–	﹤0.01%	433
2022 Q2	$0	Hold	5	–	–	﹤0.01%	370
2022 Q1	$0	Buy	+5	New	+$260	﹤0.01%	395

Other funds holding DTM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

5NCM

59 North Capital Management Houston, Texas $4.49B AUM 6.4% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

NewSquare Capital's DTM Position: Q3 2025 in Review

NewSquare Capital sold out of DT Midstream (DTM) in Q3 2025, closing a stake of 46 shares — an estimated $5.06K sold.

NewSquare Capital first reported a position in DTM in Q1 2022 and held it in 7 quarters. The position peaked at $5.06K in Q2 2025. 605 funds tracked by Wall St. Rank hold DTM as of Q3 2025.

NewSquare Capital reported no remaining DT Midstream position as of Q3 2025 after selling out during the quarter.
NewSquare Capital sold 46 DT Midstream shares in Q3 2025, an estimated $5.06K.
NewSquare Capital first reported a position in DT Midstream in Q1 2022 and held it in 7 quarters.
NewSquare Capital's DT Midstream position peaked at $5.06K in Q2 2025.
605 funds tracked by Wall St. Rank held DT Midstream as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.