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Action Point Financial Planning’s DT Midstream DTM Stock Holding History

Action Point Financial Planning’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
Q2 		$58.5K Buy
+401
New +$56.7K 0.01% 767

Other funds holding DTM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Neuberger Berman Group
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
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Action Point Financial Planning's DTM Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in DT Midstream (DTM) in Q2 2026: 401 shares worth $58.5K. The stake represents 0.01% of the portfolio and ranks #767 among its holdings.

705 funds tracked by Wall St. Rank hold DTM as of Q2 2026.

  • Action Point Financial Planning held 401 shares of DT Midstream worth $58.5K as of Q2 2026.
  • DT Midstream was a new Action Point Financial Planning position in Q2 2026.
  • DT Midstream made up 0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #767 holding.
  • 705 funds tracked by Wall St. Rank held DT Midstream as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.