TFC Financial Management’s DT Midstream DTM Stock Holding History

TFC Financial 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
2026 Q1	$674	Hold	5	–	–	﹤0.01%	665
2025 Q4	$599	Hold	5	–	–	﹤0.01%	673
2025 Q3	$566	Hold	5	–	–	﹤0.01%	697
2025 Q2	$550	Hold	5	–	–	﹤0.01%	660
2025 Q1	$483	Hold	5	–	–	﹤0.01%	645
2024 Q4	$498	Hold	5	–	–	﹤0.01%	657
2024 Q3	$394	Buy	5 +1	+25%	+$75	﹤0.01%	697
2024 Q2	$285	Hold	4	–	–	﹤0.01%	703
2024 Q1	$245	Hold	4	–	–	﹤0.01%	712
2023 Q4	$220	Hold	4	–	–	﹤0.01%	647
2023 Q3	$212	Sell	4 -10	-71%	-$522	﹤0.01%	666
2023 Q2	$694	Buy	14 +10	+250%	+$478	﹤0.01%	548
2023 Q1	$198	Hold	4	–	–	﹤0.01%	663
2022 Q4	$221	Hold	4	–	–	﹤0.01%	524
2022 Q3	$0	Hold	4	–	–	﹤0.01%	543
2022 Q2	$0	Hold	4	–	–	﹤0.01%	540
2022 Q1	$0	Hold	4	–	–	﹤0.01%	542
2021 Q4	$0	Hold	4	–	–	﹤0.01%	587
2021 Q3	$0	Buy	+4	New	+$175	﹤0.01%	578

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