MIAS
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Mason Investment Advisory Services’s DT Midstream DTM Stock Holding History

Mason Investment Advisory Services’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
2025
Q4 		– Sell
-4,118
Closed -$466K – 82
2025
Q3 		$466K Hold
4,118
– – 0.02% 54
2025
Q2 		$453K Hold
4,118
– – 0.02% 49
2025
Q1 		$397K Buy
+4,118
New +$412K 0.02% 49

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BlackRock
BlackRock New York $6.73T AUM 46.02% 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
5NCM
59 North Capital Management Houston, Texas $4.49B AUM 6.4% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Mason Investment Advisory Services's DTM Position: Q4 2025 in Review

Mason Investment Advisory Services sold out of DT Midstream (DTM) in Q4 2025, closing a stake of 4,118 shares — an estimated $466K sold.

Mason Investment Advisory Services first reported a position in DTM in Q1 2025 and held it in 3 quarters. The position peaked at $466K in Q3 2025. 647 funds tracked by Wall St. Rank hold DTM as of Q4 2025.

  • Mason Investment Advisory Services reported no remaining DT Midstream position as of Q4 2025 after selling out during the quarter.
  • Mason Investment Advisory Services sold 4,118 DT Midstream shares in Q4 2025, an estimated $466K.
  • Mason Investment Advisory Services first reported a position in DT Midstream in Q1 2025 and held it in 3 quarters.
  • Mason Investment Advisory Services's DT Midstream position peaked at $466K in Q3 2025.
  • 647 funds tracked by Wall St. Rank held DT Midstream as of Q4 2025.

Based on Mason Investment Advisory Services's 13F filing for Q4 2025, filed 12 Feb 2026.