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Mattson Financial Services’s DT Midstream DTM Stock Holding History

Mattson Financial 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
Q2 		– Sell
-146
Closed -$14.1K – 208
2025
Q1 		$14.1K Hold
146
– – ﹤0.01% 241
2024
Q4 		$11.5K Buy
+146
New +$13.9K ﹤0.01% 256

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State Street
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Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Mattson Financial Services's DTM Position: Q2 2025 in Review

Mattson Financial Services sold out of DT Midstream (DTM) in Q2 2025, closing a stake of 146 shares — an estimated $14.1K sold.

Mattson Financial Services first reported a position in DTM in Q4 2024 and held it in 2 quarters. The position peaked at $14.1K in Q1 2025. 609 funds tracked by Wall St. Rank hold DTM as of Q2 2025.

  • Mattson Financial Services reported no remaining DT Midstream position as of Q2 2025 after selling out during the quarter.
  • Mattson Financial Services sold 146 DT Midstream shares in Q2 2025, an estimated $14.1K.
  • Mattson Financial Services first reported a position in DT Midstream in Q4 2024 and held it in 2 quarters.
  • Mattson Financial Services's DT Midstream position peaked at $14.1K in Q1 2025.
  • 609 funds tracked by Wall St. Rank held DT Midstream as of Q2 2025.

Based on Mattson Financial Services's 13F filing for Q2 2025, filed 29 Jul 2025.