Global Financial Private Client’s DT Midstream DTM Stock Holding History

Global Financial Private Client’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 Q2	–	Sell	-18	Closed	-$1.74K	–	601
2025 Q1	$1.74K	Buy	18 +10	+125%	+$1K	﹤0.01%	909
2024 Q4	$795	Buy	8 +6	+300%	+$571	﹤0.01%	827
2024 Q3	$157	Hold	2	–	–	﹤0.01%	797
2024 Q2	$142	Hold	2	–	–	﹤0.01%	672
2024 Q1	$122	Hold	2	–	–	﹤0.01%	692
2023 Q4	$110	Hold	2	–	–	﹤0.01%	680
2023 Q3	$103	Hold	2	–	–	﹤0.01%	674
2023 Q2	$100	Hold	2	–	–	﹤0.01%	664
2023 Q1	$98	Hold	2	–	–	﹤0.01%	677
2022 Q4	$111	Hold	2	–	–	﹤0.01%	669
2022 Q3	$106	Hold	2	–	–	﹤0.01%	646
2022 Q2	$99	Hold	2	–	–	﹤0.01%	648
2022 Q1	$110	Hold	2	–	–	﹤0.01%	646
2021 Q4	$96	Hold	2	–	–	﹤0.01%	640
2021 Q3	$94	Hold	2	–	–	﹤0.01%	596
2021 Q2	$84	Buy	+2	New	+$81	﹤0.01%	598

Other funds holding DTM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Global Financial Private Client's DTM Position: Q2 2025 in Review

Global Financial Private Client sold out of DT Midstream (DTM) in Q2 2025, closing a stake of 18 shares — an estimated $1.74K sold.

Global Financial Private Client first reported a position in DTM in Q2 2021 and held it in 16 quarters. The position peaked at $1.74K in Q1 2025. 609 funds tracked by Wall St. Rank hold DTM as of Q2 2025.

Global Financial Private Client reported no remaining DT Midstream position as of Q2 2025 after selling out during the quarter.
Global Financial Private Client sold 18 DT Midstream shares in Q2 2025, an estimated $1.74K.
Global Financial Private Client first reported a position in DT Midstream in Q2 2021 and held it in 16 quarters.
Global Financial Private Client's DT Midstream position peaked at $1.74K in Q1 2025.
609 funds tracked by Wall St. Rank held DT Midstream as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.