RWPA
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Richard W. Paul & Associates’s DT Midstream DTM Stock Holding History

Richard W. Paul & Associates’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
Q1 		– Sell
-1,677
Closed -$167K – 392
2024
Q4 		$167K Hold
1,677
– – 0.06% 173
2024
Q3 		$132K Hold
1,677
– – 0.05% 182
2024
Q2 		$119K Sell
1,677
-22
-1% -$1.44K 0.05% 183
2024
Q1 		$104K Hold
1,699
– – 0.04% 183
2023
Q4 		$93.1K Hold
1,699
– – 0.04% 190
2023
Q3 		$89.9K Hold
1,699
– – 0.04% 183
2023
Q2 		$84.2K Hold
1,699
– – 0.04% 197
2023
Q1 		$83.9K Hold
1,699
– – 0.04% 200
2022
Q4 		$93.9K Buy
+1,699
New +$97.1K 0.05% 197

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return