TD Private Client Wealth’s DT Midstream DTM Stock Holding History

TD Private Client Wealth’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
2026 Q1	$8.75K	Sell	65 -6	-8%	-$783	﹤0.01%	1119
2025 Q4	$8.5K	Buy	71 +1	+1%	+$115	﹤0.01%	1105
2025 Q3	$7.91K	Buy	70 +29	+71%	+$3.03K	﹤0.01%	1090
2025 Q2	$4.51K	Buy	41 +14	+52%	+$1.42K	﹤0.01%	1125
2025 Q1	$2.6K	Hold	27	–	–	﹤0.01%	1164
2024 Q4	$2.69K	Hold	27	–	–	﹤0.01%	1156
2024 Q3	$2.12K	Hold	27	–	–	﹤0.01%	1177
2024 Q2	$1.92K	Sell	27 -7	-21%	-$459	﹤0.01%	1136
2024 Q1	$2.08K	Hold	34	–	–	﹤0.01%	1131
2023 Q4	$1.86K	Hold	34	–	–	﹤0.01%	1160
2023 Q3	$1.8K	Sell	34 -689	-95%	-$35.9K	﹤0.01%	1157
2023 Q2	$35.8K	Sell	723 -4	-0.6%	-$191	﹤0.01%	850
2023 Q1	$35.9K	Hold	727	–	–	﹤0.01%	837
2022 Q4	$40.2K	Sell	727 -2	-0.3%	-$114	﹤0.01%	792
2022 Q3	$37.8K	Sell	729 -2	-0.3%	-$108	﹤0.01%	782
2022 Q2	$35.8K	Sell	731 -24	-3%	-$1.31K	﹤0.01%	797
2022 Q1	$41K	Buy	755 +21	+3%	+$1.09K	﹤0.01%	813
2021 Q4	$35.2K	Buy	734 +665	+964%	+$31.9K	﹤0.01%	791
2021 Q3	$3.19K	Buy	+69	New	+$3.02K	﹤0.01%	991

Other funds holding DTM

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Neuberger Berman Group

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Blackstone Inc New York $24.2B AUM 26.83% 1-Year Est. Return

59 North Capital Management Houston, Texas $3.35B AUM 22.14% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return