RBA
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Richard Bernstein Advisors’s DT Midstream DTM Stock Holding History

Richard Bernstein Advisors’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
Q2 		– Sell
-55,433
Closed -$5.35M – 219
2025
Q1 		$5.35M Sell
55,433
-2,361
-4% -$236K 0.13% 54
2024
Q4 		$5.75M Hold
57,794
– – 0.13% 56
2024
Q3 		$4.55M Hold
57,794
– – 0.1% 86
2024
Q2 		$4.11M Hold
57,794
– – 0.09% 88
2024
Q1 		$3.53M Hold
57,794
– – 0.08% 117
2023
Q4 		$3.17M Buy
57,794
+43
+0.1% +$2.37K 0.07% 125
2023
Q3 		$3.06M Buy
+57,751
New +$3.01M 0.07% 100

Other funds holding DTM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 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
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return