LifeSteps Financial’s DT Midstream DTM Stock Holding History

LifeSteps Financial’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	$6.02K	Buy	+41	New	+$5.8K	﹤0.01%	499
2024 Q2	–	Sell	-41	Closed	-$2.5K	–	173
2024 Q1	$2.5K	Buy	+41	New	+$2.28K	﹤0.01%	385

Other funds holding DTM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

City Holding Co Charleston, West Virginia $884M AUM 27.52% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

First American Bank Dundee, Illinois $1.79B AUM 30.35% 1-Year Est. Return

Ausbil Investment Management Sydney, Australia $221M AUM 35.27% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Bright Rock Capital Management Hanover, Massachusetts $499M AUM 8.36% 1-Year Est. Return

LifeSteps Financial's DTM Position: Q2 2026 in Review

LifeSteps Financial opened a new position in DT Midstream (DTM) in Q2 2026: 41 shares worth $6.02K. The stake represents ﹤0.01% of the portfolio and ranks #499 among its holdings. This is a return to the name: LifeSteps Financial previously reported a position in DTM as recently as Q1 2024.

LifeSteps Financial first reported a position in DTM in Q1 2024 and has held it in 2 quarters since. 96 funds tracked by Wall St. Rank hold DTM as of Q2 2026.

LifeSteps Financial held 41 shares of DT Midstream worth $6.02K as of Q2 2026.
DT Midstream was a new LifeSteps Financial position in Q2 2026.
DT Midstream made up ﹤0.01% of LifeSteps Financial's portfolio in Q2 2026, its #499 holding.
LifeSteps Financial first reported a position in DT Midstream in Q1 2024 and has held it in 2 quarters since.
96 funds tracked by Wall St. Rank held DT Midstream as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.