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Cherry Tree Wealth Management’s DT Midstream DTM Stock Holding History

Cherry Tree Wealth Management’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 		– Sell
-12
Closed -$1.16K – 640
2025
Q1 		$1.16K Buy
+12
New +$1.2K ﹤0.01% 673

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Deutsche Bank
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Neuberger Berman Group
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
TCA
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cherry Tree Wealth Management's DTM Position: Q2 2025 in Review

Cherry Tree Wealth Management sold out of DT Midstream (DTM) in Q2 2025, closing a stake of 12 shares — an estimated $1.16K sold.

Cherry Tree Wealth Management first reported a position in DTM in Q1 2025 and held it in 1 quarter. The position peaked at $1.16K in Q1 2025. 608 funds tracked by Wall St. Rank hold DTM as of Q2 2025.

  • Cherry Tree Wealth Management reported no remaining DT Midstream position as of Q2 2025 after selling out during the quarter.
  • Cherry Tree Wealth Management sold 12 DT Midstream shares in Q2 2025, an estimated $1.16K.
  • Cherry Tree Wealth Management first reported a position in DT Midstream in Q1 2025 and held it in 1 quarter.
  • Cherry Tree Wealth Management's DT Midstream position peaked at $1.16K in Q1 2025.
  • 608 funds tracked by Wall St. Rank held DT Midstream as of Q2 2025.

Based on Cherry Tree Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.