Ridgewood Investments’s DT Midstream DTM Stock Holding History

Ridgewood Investments’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	-176	Closed	-$19.3K	–	335
2025 Q2	$19.3K	Hold	176	–	–	0.01%	448
2025 Q1	$17K	Hold	176	–	–	0.01%	445
2024 Q4	$17.5K	Hold	176	–	–	0.01%	436
2024 Q3	$13.8K	Sell	176 -1	-0.6%	-$75	0.01%	458
2024 Q2	$12.6K	Buy	+177	New	+$11.6K	0.01%	482
2023 Q3	–	Sell	-173	Closed	-$8.59K	–	333
2023 Q2	$8.59K	Buy	173 +1	+0.6%	+$48	﹤0.01%	529
2023 Q1	$8.5K	Buy	+172	New	+$8.91K	0.01%	538

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

Ridgewood Investments's DTM Position: Q3 2025 in Review

Ridgewood Investments sold out of DT Midstream (DTM) in Q3 2025, closing a stake of 176 shares — an estimated $19.3K sold.

Ridgewood Investments first reported a position in DTM in Q1 2023 and held it in 7 quarters. The position peaked at $19.3K in Q2 2025. 605 funds tracked by Wall St. Rank hold DTM as of Q3 2025.

Ridgewood Investments reported no remaining DT Midstream position as of Q3 2025 after selling out during the quarter.
Ridgewood Investments sold 176 DT Midstream shares in Q3 2025, an estimated $19.3K.
Ridgewood Investments first reported a position in DT Midstream in Q1 2023 and held it in 7 quarters.
Ridgewood Investments's DT Midstream position peaked at $19.3K in Q2 2025.
605 funds tracked by Wall St. Rank held DT Midstream as of Q3 2025.

Based on Ridgewood Investments's 13F filing for Q3 2025, filed 30 Oct 2025.