North Capital’s DT Midstream DTM Stock Holding History

North 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 Q4	–	Sell	-4	Closed	-$452	–	257
2025 Q3	$452	Buy	+4	New	+$418	﹤0.01%	617

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 $3.37T AUM 44.26% 1-Year Est. Return

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

5NCM

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

TCA

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

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

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

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

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

North Capital's DTM Position: Q4 2025 in Review

North Capital sold out of DT Midstream (DTM) in Q4 2025, closing a stake of 4 shares — an estimated $452 sold.

North Capital first reported a position in DTM in Q3 2025 and held it in 1 quarter. The position peaked at $452 in Q3 2025. 647 funds tracked by Wall St. Rank hold DTM as of Q4 2025.

North Capital reported no remaining DT Midstream position as of Q4 2025 after selling out during the quarter.
North Capital sold 4 DT Midstream shares in Q4 2025, an estimated $452.
North Capital first reported a position in DT Midstream in Q3 2025 and held it in 1 quarter.
North Capital's DT Midstream position peaked at $452 in Q3 2025.
647 funds tracked by Wall St. Rank held DT Midstream as of Q4 2025.

Based on North Capital's 13F filing for Q4 2025, filed 18 Feb 2026.