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Balanced Wealth Group’s DT Midstream DTM Stock Holding History

Balanced Wealth Group’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 		$244K Buy
1,659
+11
+0.7% +$1.56K 0.08% 71
2026
Q1 		$222K Buy
+1,648
New +$215K 0.08% 71

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

Balanced Wealth Group's DTM Position: Q2 2026 in Review

Balanced Wealth Group increased its DT Midstream (DTM) stake by 0.67% in Q2 2026, buying an estimated $1.56K and bringing the position to 1,659 shares worth $244K. The position accounts for 0.08% of the portfolio, ranked #71.

Balanced Wealth Group first reported a position in DTM in Q1 2026 and has held it in 2 quarters since. 707 funds tracked by Wall St. Rank hold DTM as of Q2 2026.

  • Balanced Wealth Group held 1,659 shares of DT Midstream worth $244K as of Q2 2026.
  • Balanced Wealth Group bought 11 DT Midstream shares in Q2 2026, an estimated $1.56K.
  • DT Midstream made up 0.08% of Balanced Wealth Group's portfolio in Q2 2026, its #71 holding.
  • Balanced Wealth Group first reported a position in DT Midstream in Q1 2026 and has held it in 2 quarters since.
  • 707 funds tracked by Wall St. Rank held DT Midstream as of Q2 2026.

Based on Balanced Wealth Group's 13F filing for Q2 2026, filed 10 Aug 2026.