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Discipline Wealth Solutions’s DT Midstream DTM Stock Holding History

Discipline Wealth Solutions’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 		$261K Buy
1,782
+5
+0.3% +$707 0.02% 179
2026
Q1 		$239K Buy
+1,777
New +$232K 0.03% 176

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

Discipline Wealth Solutions's DTM Position: Q2 2026 in Review

Discipline Wealth Solutions increased its DT Midstream (DTM) stake by 0.28% in Q2 2026, buying an estimated $707 and bringing the position to 1,782 shares worth $261K. The position accounts for 0.02% of the portfolio, ranked #179.

Discipline Wealth Solutions first reported a position in DTM in Q1 2026 and has held it in 2 quarters since. 711 funds tracked by Wall St. Rank hold DTM as of Q2 2026.

  • Discipline Wealth Solutions held 1,782 shares of DT Midstream worth $261K as of Q2 2026.
  • Discipline Wealth Solutions bought 5 DT Midstream shares in Q2 2026, an estimated $707.
  • DT Midstream made up 0.02% of Discipline Wealth Solutions's portfolio in Q2 2026, its #179 holding.
  • Discipline Wealth Solutions first reported a position in DT Midstream in Q1 2026 and has held it in 2 quarters since.
  • 711 funds tracked by Wall St. Rank held DT Midstream as of Q2 2026.

Based on Discipline Wealth Solutions's 13F filing for Q2 2026, filed 21 Jul 2026.