JWA
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JFS Wealth Advisors’s DT Midstream DTM Stock Holding History

JFS 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 		$14.6K Buy
99
+1
+1% +$141 ﹤0.01% 854
2026
Q1 		$13.2K Buy
98
+6
+7% +$783 ﹤0.01% 851
2025
Q4 		$11K Buy
92
+23
+33% +$2.64K ﹤0.01% 938
2025
Q3 		$7.8K Sell
69
-8
-10% -$836 ﹤0.01% 972
2025
Q2 		$8.46K Buy
77
+9
+13% +$912 ﹤0.01% 915
2025
Q1 		$6.56K Hold
68
– – ﹤0.01% 1015
2024
Q4 		$6.76K Buy
68
+9
+15% +$857 ﹤0.01% 1001
2024
Q3 		$4.64K Buy
59
+2
+4% +$149 ﹤0.01% 1147
2024
Q2 		$4.05K Sell
57
-1
-2% -$66 ﹤0.01% 1154
2024
Q1 		$3.54K Sell
58
-9
-13% -$501 ﹤0.01% 1234
2023
Q4 		$3.67K Buy
67
+15
+29% +$826 ﹤0.01% 1177
2023
Q3 		$2.75K Buy
52
+17
+49% +$887 ﹤0.01% 1235
2023
Q2 		$1.74K Buy
35
+5
+17% +$239 ﹤0.01% 1433
2023
Q1 		$1.48K Sell
30
-6
-17% -$311 ﹤0.01% 1467
2022
Q4 		$1.99K Buy
36
+2
+6% +$114 ﹤0.01% 1375
2022
Q3 		$2K Buy
34
+9
+36% +$486 ﹤0.01% 1306
2022
Q2 		$1K Buy
25
+11
+79% +$601 ﹤0.01% 1507
2022
Q1 		$1K Buy
+14
New +$729 ﹤0.01% 1623

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 $3.37T AUM 44.26% 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 $32.9B AUM 23.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

JFS Wealth Advisors increased its DT Midstream (DTM) stake by 1% in Q2 2026, buying an estimated $141 and bringing the position to 99 shares worth $14.6K. The position accounts for ﹤0.01% of the portfolio, ranked #854.

JFS Wealth Advisors first reported a position in DTM in Q1 2022 and has held it in 18 quarters since. 709 funds tracked by Wall St. Rank hold DTM as of Q2 2026.

  • JFS Wealth Advisors held 99 shares of DT Midstream worth $14.6K as of Q2 2026.
  • JFS Wealth Advisors bought 1 DT Midstream share in Q2 2026, an estimated $141.
  • DT Midstream made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #854 holding.
  • JFS Wealth Advisors first reported a position in DT Midstream in Q1 2022 and has held it in 18 quarters since.
  • 709 funds tracked by Wall St. Rank held DT Midstream as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.