Ruedi Wealth Management’s DT Midstream DTM Stock Holding History

Ruedi Wealth Management’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	-13	Closed	-$1.25K	–	131
2025 Q1	$1.25K	Hold	13	–	–	﹤0.01%	283
2024 Q4	$1.29K	Hold	13	–	–	﹤0.01%	284
2024 Q3	$1.02K	Hold	13	–	–	﹤0.01%	300
2024 Q2	$923	Hold	13	–	–	﹤0.01%	381
2024 Q1	$794	Hold	13	–	–	﹤0.01%	244
2023 Q4	$712	Hold	13	–	–	﹤0.01%	227
2023 Q3	$688	Hold	13	–	–	﹤0.01%	207
2023 Q2	$644	Hold	13	–	–	﹤0.01%	212
2023 Q1	$642	Hold	13	–	–	﹤0.01%	242
2022 Q4	$718	Buy	+13	New	+$743	﹤0.01%	223

Other funds holding DTM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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