Elm3 Financial Group
DTM icon

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
Q3 		$558K Sell
4,670
-26
-0.6% -$3.49K 0.37% 68
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
W.H. Reaves & Co
W.H. Reaves & Co Jersey City, New Jersey $5.54B AUM 1.09% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Close Asset Management
Close Asset Management London, United Kingdom $3.42B AUM 34.5% 1-Year Est. Return
NXG Investment Management
NXG Investment Management Dallas, Texas $2.18B AUM 31.25% 1-Year Est. Return
Eagle Global Advisors
Eagle Global Advisors Houston, Texas $3.02B AUM 27.86% 1-Year Est. Return
Bahl & Gaynor
Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Elm3 Financial Group's DTM Position: Q3 2026 in Review

Elm3 Financial Group reduced its DT Midstream (DTM) stake by 0.55% in Q3 2026, selling an estimated $3.49K and leaving 4,670 shares worth $558K. The position accounts for 0.37% of the portfolio, ranked #68.

Elm3 Financial Group first reported a position in DTM in Q4 2024 and has held it in 8 quarters since. The position peaked at $689K in Q2 2026. 400 funds tracked by Wall St. Rank hold DTM as of Q3 2026.

  • Elm3 Financial Group held 4,670 shares of DT Midstream worth $558K as of Q3 2026.
  • Elm3 Financial Group sold 26 DT Midstream shares in Q3 2026, an estimated $3.49K.
  • DT Midstream made up 0.37% of Elm3 Financial Group's portfolio in Q3 2026, its #68 holding.
  • Elm3 Financial Group first reported a position in DT Midstream in Q4 2024 and has held it in 8 quarters since.
  • Elm3 Financial Group's DT Midstream position peaked at $689K in Q2 2026.
  • 400 funds tracked by Wall St. Rank held DT Midstream as of Q3 2026.

Based on Elm3 Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.