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Elm3 Financial Group’s DT Midstream DTM Stock Holding History

Elm3 Financial Group’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 		$689K Sell
4,696
-76
-2% -$10.8K 0.47% 57
2026
Q1 		$643K Buy
4,772
+8
+0.2% +$1.04K 0.54% 50
2025
Q4 		$570K Sell
4,764
-10
-0.2% -$1.15K 0.47% 56
2025
Q3 		$540K Sell
4,774
-550
-10% -$57.5K 0.44% 54
2025
Q2 		$585K Sell
5,324
-515
-9% -$52.2K 0.49% 43
2025
Q1 		$563K Sell
5,839
-342
-6% -$34.2K 0.5% 46
2024
Q4 		$615K Buy
+6,181
New +$589K 0.52% 44

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

Elm3 Financial Group's DTM Position: Q2 2026 in Review

Elm3 Financial Group reduced its DT Midstream (DTM) stake by 1.6% in Q2 2026, selling an estimated $10.8K and leaving 4,696 shares worth $689K. The position accounts for 0.47% of the portfolio, ranked #57.

Elm3 Financial Group first reported a position in DTM in Q4 2024 and has held it in 7 quarters since. 711 funds tracked by Wall St. Rank hold DTM as of Q2 2026.

  • Elm3 Financial Group held 4,696 shares of DT Midstream worth $689K as of Q2 2026.
  • Elm3 Financial Group sold 76 DT Midstream shares in Q2 2026, an estimated $10.8K.
  • DT Midstream made up 0.47% of Elm3 Financial Group's portfolio in Q2 2026, its #57 holding.
  • Elm3 Financial Group first reported a position in DT Midstream in Q4 2024 and has held it in 7 quarters since.
  • 711 funds tracked by Wall St. Rank held DT Midstream as of Q2 2026.

Based on Elm3 Financial Group's 13F filing for Q2 2026, filed 29 Jul 2026.