RI
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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
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
5NCM
59 North Capital Management Houston, Texas $3.35B AUM 22.14% 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
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return