Heritage Wealth Advisors’s DT Midstream DTM Stock Holding History

Heritage Wealth 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 Q2	$22K	Hold	150	–	–	﹤0.01%	430
2026 Q1	$20.2K	Hold	150	–	–	﹤0.01%	440
2025 Q4	$18K	Hold	150	–	–	﹤0.01%	411
2025 Q3	$17K	Hold	150	–	–	﹤0.01%	391
2025 Q2	$16.5K	Hold	150	–	–	﹤0.01%	388
2025 Q1	$14.5K	Hold	150	–	–	﹤0.01%	400
2024 Q4	$14.9K	Hold	150	–	–	﹤0.01%	410
2024 Q3	$11.8K	Hold	150	–	–	﹤0.01%	433
2024 Q2	$10.7K	Hold	150	–	–	﹤0.01%	422
2024 Q1	$9.16K	Hold	150	–	–	﹤0.01%	444
2023 Q4	$8.22K	Hold	150	–	–	﹤0.01%	459
2023 Q3	$7.94K	Hold	150	–	–	﹤0.01%	418
2023 Q2	$7.44K	Hold	150	–	–	﹤0.01%	448
2023 Q1	$7.41K	Hold	150	–	–	﹤0.01%	459
2022 Q4	$8.29K	Hold	150	–	–	﹤0.01%	461
2022 Q3	$7.78K	Hold	150	–	–	﹤0.01%	435
2022 Q2	$7K	Sell	150 -87	-37%	-$4.75K	﹤0.01%	479
2022 Q1	$13K	Hold	237	–	–	﹤0.01%	421
2021 Q4	$11K	Hold	237	–	–	﹤0.01%	443
2021 Q3	$11K	Buy	+237	New	+$10.4K	﹤0.01%	435

Other funds holding DTM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

TCA

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

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

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

Heritage Wealth Advisors's DTM Position: Q2 2026 in Review

Heritage Wealth Advisors held its DT Midstream (DTM) position steady in Q2 2026 at 150 shares worth $22K. The position accounts for ﹤0.01% of the portfolio, ranked #430.

Heritage Wealth Advisors first reported a position in DTM in Q3 2021 and has held it in 20 quarters since. 711 funds tracked by Wall St. Rank hold DTM as of Q2 2026.

Heritage Wealth Advisors held 150 shares of DT Midstream worth $22K as of Q2 2026.
Heritage Wealth Advisors left its DT Midstream share count unchanged in Q2 2026.
DT Midstream made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q2 2026, its #430 holding.
Heritage Wealth Advisors first reported a position in DT Midstream in Q3 2021 and has held it in 20 quarters since.
711 funds tracked by Wall St. Rank held DT Midstream as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.