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BFC Planning, Inc.’s DT Midstream DTM Stock Holding History

BFC Planning, Inc.’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 		$19.4K Sell
162
-958
-86% -$129K ﹤0.01% 2050
2026
Q2 		$164K Buy
1,120
+266
+31% +$37.6K 0.01% 1011
2026
Q1 		$115K Sell
854
-30
-3% -$3.91K 0.01% 1061
2025
Q4 		$106K Hold
884
– – ﹤0.01% 1088
2025
Q3 		$100K Hold
884
– – 0.01% 930
2025
Q2 		$97.2K Buy
884
+764
+637% +$77.4K 0.01% 895
2025
Q1 		$11.6K Buy
120
+52
+76% +$5.2K ﹤0.01% 1699
2024
Q4 		$6.76K Hold
68
– – ﹤0.01% 1919
2024
Q3 		$5.35K Buy
+68
New +$5.07K ﹤0.01% 1990

Other funds holding DTM

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Tortoise Capital Advisors
Tortoise Capital Advisors Overland Park, Kansas $9.47B AUM 23.61% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $148B AUM 31.56% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 20.64% 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

BFC Planning, Inc.'s DTM Position: Q3 2026 in Review

BFC Planning, Inc. reduced its DT Midstream (DTM) stake by 86% in Q3 2026, selling an estimated $129K and leaving 162 shares worth $19.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2050.

BFC Planning, Inc. first reported a position in DTM in Q3 2024 and has held it in 9 quarters since. The position peaked at $164K in Q2 2026. 552 funds tracked by Wall St. Rank hold DTM as of Q3 2026.

  • BFC Planning, Inc. held 162 shares of DT Midstream worth $19.4K as of Q3 2026.
  • BFC Planning, Inc. sold 958 DT Midstream shares in Q3 2026, an estimated $129K.
  • DT Midstream made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q3 2026, its #2050 holding.
  • BFC Planning, Inc. first reported a position in DT Midstream in Q3 2024 and has held it in 9 quarters since.
  • BFC Planning, Inc.'s DT Midstream position peaked at $164K in Q2 2026.
  • 552 funds tracked by Wall St. Rank held DT Midstream as of Q3 2026.

Based on BFC Planning, Inc.'s 13F filing for Q3 2026, filed 13 Nov 2026.