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Buckingham Strategic Wealth’s DT Midstream DTM Stock Holding History

Buckingham Strategic Wealth’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
2024
Q2 		$507K Buy
7,144
+110
+2% +$7.22K 0.01% 463
2024
Q1 		$430K Buy
+7,034
New +$391K ﹤0.01% 502

Other funds holding DTM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Buckingham Strategic Wealth's DTM Position: Q2 2024 in Review

Buckingham Strategic Wealth increased its DT Midstream (DTM) stake by 1.6% in Q2 2024, buying an estimated $7.22K and bringing the position to 7,144 shares worth $507K. The position accounts for 0.01% of the portfolio, ranked #463.

Buckingham Strategic Wealth first reported a position in DTM in Q1 2024 and has held it in 2 quarters since. 475 funds tracked by Wall St. Rank hold DTM as of Q2 2024.

  • Buckingham Strategic Wealth held 7,144 shares of DT Midstream worth $507K as of Q2 2024.
  • Buckingham Strategic Wealth bought 110 DT Midstream shares in Q2 2024, an estimated $7.22K.
  • DT Midstream made up 0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #463 holding.
  • Buckingham Strategic Wealth first reported a position in DT Midstream in Q1 2024 and has held it in 2 quarters since.
  • 475 funds tracked by Wall St. Rank held DT Midstream as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.