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
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 $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $24.2B AUM 26.83% 1-Year Est. Return
5NCM
59 North Capital Management Houston, Texas $3.35B AUM 22.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return