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Beacon Pointe Advisors’s DT Midstream DTM Stock Holding History

Beacon Pointe Advisors’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 		$784K Buy
+5,346
New +$756K ﹤0.01% 1144
2026
Q1 		– Sell
-2,660
Closed -$318K – 1852
2025
Q4 		$318K Buy
+2,660
New +$306K ﹤0.01% 1240
2025
Q3 		– Sell
-2,703
Closed -$297K – 1419
2025
Q2 		$297K Sell
2,703
-151
-5% -$15.3K ﹤0.01% 1056
2025
Q1 		$275K Sell
2,854
-90
-3% -$9.01K ﹤0.01% 1052
2024
Q4 		$293K Buy
+2,944
New +$280K ﹤0.01% 1018
2024
Q2 		– Sell
-3,499
Closed -$214K – 1302
2024
Q1 		$214K Sell
3,499
-311
-8% -$17.3K ﹤0.01% 1244
2023
Q4 		$209K Buy
+3,810
New +$210K ﹤0.01% 1210

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

Beacon Pointe Advisors's DTM Position: Q2 2026 in Review

Beacon Pointe Advisors opened a new position in DT Midstream (DTM) in Q2 2026: 5,346 shares worth $784K. The stake represents ﹤0.01% of the portfolio and ranks #1144 among its holdings. This is a return to the name: Beacon Pointe Advisors previously reported a position in DTM as recently as Q4 2025.

Beacon Pointe Advisors first reported a position in DTM in Q4 2023 and has held it in 7 quarters since. 711 funds tracked by Wall St. Rank hold DTM as of Q2 2026.

  • Beacon Pointe Advisors held 5,346 shares of DT Midstream worth $784K as of Q2 2026.
  • DT Midstream was a new Beacon Pointe Advisors position in Q2 2026.
  • DT Midstream made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1144 holding.
  • Beacon Pointe Advisors first reported a position in DT Midstream in Q4 2023 and has held it in 7 quarters since.
  • 711 funds tracked by Wall St. Rank held DT Midstream as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.