AllSquare Wealth Management’s DT Midstream DTM Stock Holding History

AllSquare 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 Q3	$30.9K	Hold	273	–	–	0.02%	274
2025 Q2	$30K	Hold	273	–	–	0.02%	274
2025 Q1	$26.3K	Hold	273	–	–	0.02%	275
2024 Q4	$27.1K	Hold	273	–	–	0.02%	273
2024 Q3	$21.5K	Hold	273	–	–	0.01%	304
2024 Q2	$19.4K	Hold	273	–	–	0.01%	307
2024 Q1	$16.7K	Hold	273	–	–	0.01%	329
2023 Q4	$15K	Hold	273	–	–	0.01%	331
2023 Q3	$14.4K	Hold	273	–	–	0.01%	331
2023 Q2	$12.4K	Hold	273	–	–	0.01%	357
2023 Q1	$13.5K	Hold	273	–	–	0.01%	341
2022 Q4	$15.1K	Hold	273	–	–	0.01%	315
2022 Q3	$14K	Hold	273	–	–	0.01%	314
2022 Q2	$13K	Hold	273	–	–	0.01%	336
2022 Q1	$15K	Buy	273 +267	+4,450%	+$13.9K	0.01%	341
2021 Q4	$0	Hold	6	–	–	﹤0.01%	497
2021 Q3	$0	Buy	+6	New	+$263	﹤0.01%	485

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

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

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

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

AllSquare Wealth Management's DTM Position: Q3 2025 in Review

AllSquare Wealth Management held its DT Midstream (DTM) position steady in Q3 2025 at 273 shares worth $30.9K. The position accounts for 0.02% of the portfolio, ranked #274.

AllSquare Wealth Management first reported a position in DTM in Q3 2021 and has held it in 17 quarters since. 604 funds tracked by Wall St. Rank hold DTM as of Q3 2025.

AllSquare Wealth Management held 273 shares of DT Midstream worth $30.9K as of Q3 2025.
AllSquare Wealth Management left its DT Midstream share count unchanged in Q3 2025.
DT Midstream made up 0.02% of AllSquare Wealth Management's portfolio in Q3 2025, its #274 holding.
AllSquare Wealth Management first reported a position in DT Midstream in Q3 2021 and has held it in 17 quarters since.
604 funds tracked by Wall St. Rank held DT Midstream as of Q3 2025.

Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.