Discipline Wealth Solutions
DTM icon

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
Q3 		$213K Hold
1,782
– – 0.02% 192
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

Chickasaw Capital Management
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
City Holding Co
City Holding Co Charleston, West Virginia $898M AUM 21.62% 1-Year Est. Return
AIM
Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Linden Thomas Advisory Services
Linden Thomas Advisory Services Charlotte, North Carolina $1.26B AUM 37.95% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Discipline Wealth Solutions's DTM Position: Q3 2026 in Review

Discipline Wealth Solutions held its DT Midstream (DTM) position steady in Q3 2026 at 1,782 shares worth $213K. The position accounts for 0.02% of the portfolio, ranked #192.

Discipline Wealth Solutions first reported a position in DTM in Q1 2026 and has held it in 3 quarters since. The position peaked at $261K in Q2 2026. 105 funds tracked by Wall St. Rank hold DTM as of Q3 2026.

  • Discipline Wealth Solutions held 1,782 shares of DT Midstream worth $213K as of Q3 2026.
  • Discipline Wealth Solutions left its DT Midstream share count unchanged in Q3 2026.
  • DT Midstream made up 0.02% of Discipline Wealth Solutions's portfolio in Q3 2026, its #192 holding.
  • Discipline Wealth Solutions first reported a position in DT Midstream in Q1 2026 and has held it in 3 quarters since.
  • Discipline Wealth Solutions's DT Midstream position peaked at $261K in Q2 2026.
  • 105 funds tracked by Wall St. Rank held DT Midstream as of Q3 2026.

Based on Discipline Wealth Solutions's 13F filing for Q3 2026, filed 14 Oct 2026.