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Atria Wealth Solutions’s DT Midstream DTM Stock Holding History

Atria Wealth Solutions’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
Q2 		$563K Sell
5,102
-2,002
-28% -$203K 0.01% 861
2025
Q1 		$687K Buy
7,104
+181
+3% +$18.1K 0.01% 1044
2024
Q4 		$690K Buy
6,923
+2,493
+56% +$237K 0.01% 1083
2024
Q3 		$350K Buy
+4,430
New +$331K ﹤0.01% 1420

Other funds holding DTM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Atria Wealth Solutions's DTM Position: Q2 2025 in Review

Atria Wealth Solutions reduced its DT Midstream (DTM) stake by 28% in Q2 2025, selling an estimated $203K and leaving 5,102 shares worth $563K. The position accounts for 0.01% of the portfolio, ranked #861.

Atria Wealth Solutions first reported a position in DTM in Q3 2024 and has held it in 4 quarters since. The position peaked at $690K in Q4 2024. 609 funds tracked by Wall St. Rank hold DTM as of Q2 2025.

  • Atria Wealth Solutions held 5,102 shares of DT Midstream worth $563K as of Q2 2025.
  • Atria Wealth Solutions sold 2,002 DT Midstream shares in Q2 2025, an estimated $203K.
  • DT Midstream made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #861 holding.
  • Atria Wealth Solutions first reported a position in DT Midstream in Q3 2024 and has held it in 4 quarters since.
  • Atria Wealth Solutions's DT Midstream position peaked at $690K in Q4 2024.
  • 609 funds tracked by Wall St. Rank held DT Midstream as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.