CFFP
DTM icon

Center for Financial Planning’s DT Midstream DTM Stock Holding History

Center for Financial Planning’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 		$351K Sell
2,391
-19
-0.8% -$2.69K 0.03% 132
2026
Q1 		$324K Buy
2,410
+50
+2% +$6.52K 0.03% 135
2025
Q4 		$282K Sell
2,360
-12
-0.5% -$1.38K 0.03% 144
2025
Q3 		$268K Sell
2,372
-188
-7% -$19.6K 0.03% 148
2025
Q2 		$281K Buy
2,560
+881
+52% +$89.2K 0.03% 139
2025
Q1 		$162K Sell
1,679
-108
-6% -$10.8K 0.02% 172
2024
Q4 		$178K Hold
1,787
– – 0.02% 161
2024
Q3 		$141K Buy
1,787
+144
+9% +$10.7K 0.02% 163
2024
Q2 		$117K Sell
1,643
-42
-2% -$2.76K 0.02% 170
2024
Q1 		$103K Sell
1,685
-421
-20% -$23.4K 0.02% 181
2023
Q4 		$115K Hold
2,106
– – 0.02% 162
2023
Q3 		$111K Hold
2,106
– – 0.02% 159
2023
Q2 		$104K Hold
2,106
– – 0.02% 169
2023
Q1 		$104K Buy
2,106
+186
+10% +$9.64K 0.02% 161
2022
Q4 		$106K Sell
1,920
-206
-10% -$11.8K 0.03% 158
2022
Q3 		$110K Buy
2,126
+20
+0.9% +$1.08K 0.03% 152
2022
Q2 		$103K Buy
2,106
+200
+10% +$10.9K 0.03% 160
2022
Q1 		$103K Buy
1,906
+41
+2% +$2.14K 0.02% 172
2021
Q4 		$89K Hold
1,865
– – 0.02% 183
2021
Q3 		$86K Buy
+1,865
New +$81.6K 0.02% 173

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

Center for Financial Planning's DTM Position: Q2 2026 in Review

Center for Financial Planning reduced its DT Midstream (DTM) stake by 0.79% in Q2 2026, selling an estimated $2.69K and leaving 2,391 shares worth $351K. The position accounts for 0.03% of the portfolio, ranked #132.

Center for Financial Planning first reported a position in DTM in Q3 2021 and has held it in 20 quarters since. 711 funds tracked by Wall St. Rank hold DTM as of Q2 2026.

  • Center for Financial Planning held 2,391 shares of DT Midstream worth $351K as of Q2 2026.
  • Center for Financial Planning sold 19 DT Midstream shares in Q2 2026, an estimated $2.69K.
  • DT Midstream made up 0.03% of Center for Financial Planning's portfolio in Q2 2026, its #132 holding.
  • Center for Financial Planning first reported a position in DT Midstream in Q3 2021 and has held it in 20 quarters since.
  • 711 funds tracked by Wall St. Rank held DT Midstream as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.