Mascoma Wealth Management’s DT Midstream DTM Stock Holding History

Mascoma Wealth Management’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	$15.7K	Hold	107	–	–	﹤0.01%	285
2026 Q1	$14.4K	Hold	107	–	–	﹤0.01%	289
2025 Q4	$12.8K	Hold	107	–	–	﹤0.01%	296
2025 Q3	$12.1K	Hold	107	–	–	﹤0.01%	309
2025 Q2	$11.8K	Hold	107	–	–	﹤0.01%	307
2025 Q1	$10.3K	Hold	107	–	–	﹤0.01%	325
2024 Q4	$10.6K	Hold	107	–	–	﹤0.01%	341
2024 Q3	$8.42K	Hold	107	–	–	﹤0.01%	338
2024 Q2	$7.6K	Hold	107	–	–	﹤0.01%	359
2024 Q1	$6.54K	Hold	107	–	–	﹤0.01%	359
2023 Q4	$5.86K	Hold	107	–	–	﹤0.01%	375
2023 Q3	$5.66K	Hold	107	–	–	﹤0.01%	382
2023 Q2	$5.65K	Sell	107 -40	-27%	-$1.91K	﹤0.01%	378
2023 Q1	$7.24K	Hold	147	–	–	﹤0.01%	436
2022 Q4	$8.12K	Hold	147	–	–	﹤0.01%	432
2022 Q3	$8K	Hold	147	–	–	﹤0.01%	427
2022 Q2	$7K	Hold	147	–	–	﹤0.01%	460
2022 Q1	$8K	Hold	147	–	–	﹤0.01%	463
2021 Q4	$7K	Hold	147	–	–	﹤0.01%	430
2021 Q3	$7K	Buy	+147	New	+$6.43K	﹤0.01%	362

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

Mascoma Wealth Management's DTM Position: Q2 2026 in Review

Mascoma Wealth Management held its DT Midstream (DTM) position steady in Q2 2026 at 107 shares worth $15.7K. The position accounts for ﹤0.01% of the portfolio, ranked #285.

Mascoma Wealth Management 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.

Mascoma Wealth Management held 107 shares of DT Midstream worth $15.7K as of Q2 2026.
Mascoma Wealth Management left its DT Midstream share count unchanged in Q2 2026.
DT Midstream made up ﹤0.01% of Mascoma Wealth Management's portfolio in Q2 2026, its #285 holding.
Mascoma Wealth Management 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 Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.