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Asset Planning Inc’s DT Midstream DTM Stock Holding History

Asset Planning Inc’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 		$8.07K Buy
+55
New +$7.78K 0.01% 262

Other funds holding DTM

BlackRock
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Vanguard Portfolio Management
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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

Asset Planning Inc's DTM Position: Q2 2026 in Review

Asset Planning Inc opened a new position in DT Midstream (DTM) in Q2 2026: 55 shares worth $8.07K. The stake represents 0.01% of the portfolio and ranks #262 among its holdings.

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

  • Asset Planning Inc held 55 shares of DT Midstream worth $8.07K as of Q2 2026.
  • DT Midstream was a new Asset Planning Inc position in Q2 2026.
  • DT Midstream made up 0.01% of Asset Planning Inc's portfolio in Q2 2026, its #262 holding.
  • 706 funds tracked by Wall St. Rank held DT Midstream as of Q2 2026.

Based on Asset Planning Inc's 13F filing for Q2 2026, filed 27 Jul 2026.