Creative Planning
DTM icon

Creative Planning’s DT Midstream DTM Stock Holding History

Creative 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 		$13.3M Buy
90,524
+11,693
+15% +$1.65M 0.01% 707
2026
Q1 		$10.6M Buy
78,831
+7,722
+11% +$1.01M 0.01% 666
2025
Q4 		$8.51M Buy
71,109
+19,250
+37% +$2.21M 0.01% 686
2025
Q3 		$5.86M Buy
51,859
+8,078
+18% +$844K ﹤0.01% 782
2025
Q2 		$4.81M Buy
43,781
+1,019
+2% +$103K ﹤0.01% 777
2025
Q1 		$4.13M Buy
42,762
+362
+0.9% +$36.2K ﹤0.01% 789
2024
Q4 		$4.22M Buy
42,400
+600
+1% +$57.1K ﹤0.01% 723
2024
Q3 		$3.29M Buy
41,800
+3,145
+8% +$235K ﹤0.01% 814
2024
Q2 		$2.75M Buy
38,655
+907
+2% +$59.5K ﹤0.01% 854
2024
Q1 		$2.31M Buy
37,748
+1,764
+5% +$98.2K ﹤0.01% 912
2023
Q4 		$1.97M Buy
35,984
+3,444
+11% +$190K ﹤0.01% 923
2023
Q3 		$1.72M Buy
32,540
+511
+2% +$26.7K ﹤0.01% 927
2023
Q2 		$1.59M Buy
32,029
+9,755
+44% +$467K ﹤0.01% 920
2023
Q1 		$1.1M Sell
22,274
-3,215
-13% -$167K ﹤0.01% 1033
2022
Q4 		$1.41M Buy
25,489
+1,493
+6% +$85.3K ﹤0.01% 874
2022
Q3 		$1.25M Sell
23,996
-955
-4% -$51.5K ﹤0.01% 870
2022
Q2 		$1.22M Buy
24,951
+680
+3% +$37.1K ﹤0.01% 887
2022
Q1 		$1.32M Buy
24,271
+1,694
+8% +$88.3K ﹤0.01% 863
2021
Q4 		$1.08M Sell
22,577
-685
-3% -$32.8K ﹤0.01% 923
2021
Q3 		$1.08M Buy
+23,262
New +$1.02M ﹤0.01% 911

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

Creative Planning's DTM Position: Q2 2026 in Review

Creative Planning increased its DT Midstream (DTM) stake by 15% in Q2 2026, buying an estimated $1.65M and bringing the position to 90,524 shares worth $13.3M. The position accounts for 0.01% of the portfolio, ranked #707.

Creative 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.

  • Creative Planning held 90,524 shares of DT Midstream worth $13.3M as of Q2 2026.
  • Creative Planning bought 11,693 DT Midstream shares in Q2 2026, an estimated $1.65M.
  • DT Midstream made up 0.01% of Creative Planning's portfolio in Q2 2026, its #707 holding.
  • Creative 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 Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.