Physician Wealth Advisors’s DT Midstream DTM Stock Holding History

Physician 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 Q3	$4.78K	Hold	40	–	–	﹤0.01%	1160
2026 Q2	$5.87K	Buy	40 +12	+43%	+$1.7K	﹤0.01%	1027
2026 Q1	$3.77K	Hold	28	–	–	﹤0.01%	1104
2025 Q4	$3.35K	Buy	28 +8	+40%	+$919	﹤0.01%	1093
2025 Q3	$2.26K	Hold	20	–	–	﹤0.01%	1169
2025 Q2	$2.2K	Buy	+20	New	+$2.03K	﹤0.01%	1015

Other funds holding DTM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

W.H. Reaves & Co Jersey City, New Jersey $5.54B AUM 1.09% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Close Asset Management London, United Kingdom $3.42B AUM 34.5% 1-Year Est. Return

NXG Investment Management Dallas, Texas $2.18B AUM 31.25% 1-Year Est. Return

Eagle Global Advisors Houston, Texas $3.02B AUM 27.86% 1-Year Est. Return

Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Physician Wealth Advisors's DTM Position: Q3 2026 in Review

Physician Wealth Advisors held its DT Midstream (DTM) position steady in Q3 2026 at 40 shares worth $4.78K. The position accounts for ﹤0.01% of the portfolio, ranked #1160.

Physician Wealth Advisors first reported a position in DTM in Q2 2025 and has held it in 6 quarters since. The position peaked at $5.87K in Q2 2026. 400 funds tracked by Wall St. Rank hold DTM as of Q3 2026.

Physician Wealth Advisors held 40 shares of DT Midstream worth $4.78K as of Q3 2026.
Physician Wealth Advisors left its DT Midstream share count unchanged in Q3 2026.
DT Midstream made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q3 2026, its #1160 holding.
Physician Wealth Advisors first reported a position in DT Midstream in Q2 2025 and has held it in 6 quarters since.
Physician Wealth Advisors's DT Midstream position peaked at $5.87K in Q2 2026.
400 funds tracked by Wall St. Rank held DT Midstream as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.