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Forefront Wealth Management’s DT Midstream DTM Stock Holding History

Forefront Wealth Management’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
2025
Q4 		$260K Buy
2,169
+41
+2% +$4.71K 0.19% 53
2025
Q3 		$241K Sell
2,128
-45
-2% -$4.7K 0.18% 58
2025
Q2 		$239K Sell
2,173
-3
-0.1% -$304 0.19% 52
2025
Q1 		$210K Sell
2,176
-49
-2% -$4.9K 0.19% 47
2024
Q4 		$221K Buy
+2,225
New +$212K 0.2% 47

Other funds holding DTM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
5NCM
59 North Capital Management Houston, Texas $4.49B AUM 6.4% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Forefront Wealth Management's DTM Position: Q4 2025 in Review

Forefront Wealth Management increased its DT Midstream (DTM) stake by 1.9% in Q4 2025, buying an estimated $4.71K and bringing the position to 2,169 shares worth $260K. The position accounts for 0.19% of the portfolio, ranked #53.

Forefront Wealth Management first reported a position in DTM in Q4 2024 and has held it in 5 quarters since. 647 funds tracked by Wall St. Rank hold DTM as of Q4 2025.

  • Forefront Wealth Management held 2,169 shares of DT Midstream worth $260K as of Q4 2025.
  • Forefront Wealth Management bought 41 DT Midstream shares in Q4 2025, an estimated $4.71K.
  • DT Midstream made up 0.19% of Forefront Wealth Management's portfolio in Q4 2025, its #53 holding.
  • Forefront Wealth Management first reported a position in DT Midstream in Q4 2024 and has held it in 5 quarters since.
  • 647 funds tracked by Wall St. Rank held DT Midstream as of Q4 2025.

Based on Forefront Wealth Management's 13F filing for Q4 2025, filed 23 Jan 2026.