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 Q3	–	Sell	-150	Closed	-$22K	–	329
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

W.H. Reaves & Co Jersey City, New Jersey $5.54B AUM 1.09% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Close Asset Management London, United Kingdom $3.42B AUM 34.5% 1-Year Est. Return

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

Eagle Global Advisors Houston, Texas $3.02B AUM 27.86% 1-Year Est. Return

Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Heritage Wealth Advisors's DTM Position: Q3 2026 in Review

Heritage Wealth Advisors sold out of DT Midstream (DTM) in Q3 2026, closing a stake of 150 shares — an estimated $22K sold.

Heritage Wealth Advisors first reported a position in DTM in Q3 2021 and held it in 20 quarters. The position peaked at $22K in Q2 2026. 400 funds tracked by Wall St. Rank hold DTM as of Q3 2026.

Heritage Wealth Advisors reported no remaining DT Midstream position as of Q3 2026 after selling out during the quarter.
Heritage Wealth Advisors sold 150 DT Midstream shares in Q3 2026, an estimated $22K.
Heritage Wealth Advisors first reported a position in DT Midstream in Q3 2021 and held it in 20 quarters.
Heritage Wealth Advisors's DT Midstream position peaked at $22K in Q2 2026.
400 funds tracked by Wall St. Rank held DT Midstream as of Q3 2026.

Based on Heritage Wealth Advisors's 13F filing for Q3 2026, filed 9 Nov 2026.