IAA
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Independent Advisor Alliance’s DT Midstream DTM Stock Holding History

Independent Advisor Alliance’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 		$978K Buy
6,668
+18
+0.3% +$2.55K 0.02% 468
2026
Q1 		$896K Sell
6,650
-1,494
-18% -$195K 0.01% 878
2025
Q4 		$975K Buy
8,144
+1,882
+30% +$216K 0.02% 476
2025
Q3 		$708K Buy
6,262
+391
+7% +$40.9K 0.02% 531
2025
Q2 		$645K Buy
5,871
+1,158
+25% +$117K 0.02% 513
2025
Q1 		$455K Buy
4,713
+117
+3% +$11.7K 0.02% 550
2024
Q4 		$457K Buy
4,596
+405
+10% +$38.6K 0.01% 988
2024
Q3 		$330K Sell
4,191
-824
-16% -$61.5K 0.01% 539
2024
Q2 		$356K Buy
5,015
+10
+0.2% +$656 0.01% 531
2024
Q1 		$306K Sell
5,005
-56
-1% -$3.12K 0.01% 563
2023
Q4 		$277K Sell
5,061
-43
-0.8% -$2.37K 0.01% 564
2023
Q3 		$270K Buy
+5,104
New +$266K 0.01% 537

Other funds holding DTM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Neuberger Berman Group
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
Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Independent Advisor Alliance's DTM Position: Q2 2026 in Review

Independent Advisor Alliance increased its DT Midstream (DTM) stake by 0.27% in Q2 2026, buying an estimated $2.55K and bringing the position to 6,668 shares worth $978K. The position accounts for 0.02% of the portfolio, ranked #468.

Independent Advisor Alliance first reported a position in DTM in Q3 2023 and has held it in 12 quarters since. 713 funds tracked by Wall St. Rank hold DTM as of Q2 2026.

  • Independent Advisor Alliance held 6,668 shares of DT Midstream worth $978K as of Q2 2026.
  • Independent Advisor Alliance bought 18 DT Midstream shares in Q2 2026, an estimated $2.55K.
  • DT Midstream made up 0.02% of Independent Advisor Alliance's portfolio in Q2 2026, its #468 holding.
  • Independent Advisor Alliance first reported a position in DT Midstream in Q3 2023 and has held it in 12 quarters since.
  • 713 funds tracked by Wall St. Rank held DT Midstream as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.