Frank Rimerman Advisors’s DT Midstream DTM Stock Holding History

Frank Rimerman Advisors’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	$1.29M	Sell	10,786 -325	-3%	-$43.6K	0.07%	203
2026 Q2	$1.63M	Buy	11,111 +362	+3%	+$51.2K	0.09%	168
2026 Q1	$1.45M	Hold	10,749	–	–	0.09%	170
2025 Q4	$1.29M	Hold	10,749	–	–	0.08%	190
2025 Q3	$1.22M	Hold	10,749	–	–	0.08%	201
2025 Q2	$1.18M	Hold	10,749	–	–	0.08%	186
2025 Q1	$1.04M	Hold	10,749	–	–	0.08%	193
2024 Q4	$1.07M	Hold	10,749	–	–	0.08%	189
2024 Q3	$846K	Sell	10,749 -10	-0.1%	-$746	0.06%	245
2024 Q2	$764K	Buy	+10,759	New	+$706K	0.05%	262

Other funds holding DTM

NXG Investment Management Dallas, Texas $2.18B AUM 31.25% 1-Year Est. Return

Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.31B AUM 43.14% 1-Year Est. Return

Fractal Investments Glastonbury, Connecticut $883M AUM 25.39% 1-Year Est. Return

Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Hennessy Advisors Inc Novato, California $2.66B AUM 26.6% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

NBC Securities Birmingham, Alabama $1.47B AUM 20.38% 1-Year Est. Return

Frank Rimerman Advisors's DTM Position: Q3 2026 in Review

Frank Rimerman Advisors reduced its DT Midstream (DTM) stake by 2.9% in Q3 2026, selling an estimated $43.6K and leaving 10,786 shares worth $1.29M. The position accounts for 0.07% of the portfolio, ranked #203.

Frank Rimerman Advisors first reported a position in DTM in Q2 2024 and has held it in 10 quarters since. The position peaked at $1.63M in Q2 2026. 202 funds tracked by Wall St. Rank hold DTM as of Q3 2026.

Frank Rimerman Advisors held 10,786 shares of DT Midstream worth $1.29M as of Q3 2026.
Frank Rimerman Advisors sold 325 DT Midstream shares in Q3 2026, an estimated $43.6K.
DT Midstream made up 0.07% of Frank Rimerman Advisors's portfolio in Q3 2026, its #203 holding.
Frank Rimerman Advisors first reported a position in DT Midstream in Q2 2024 and has held it in 10 quarters since.
Frank Rimerman Advisors's DT Midstream position peaked at $1.63M in Q2 2026.
202 funds tracked by Wall St. Rank held DT Midstream as of Q3 2026.

Based on Frank Rimerman Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.