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Planning Strategies’s DT Midstream DTM Stock Holding History

Planning Strategies’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 		$31.7K Buy
+216
New +$30.6K 0.02% 202

Other funds holding DTM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Planning Strategies's DTM Position: Q2 2026 in Review

Planning Strategies opened a new position in DT Midstream (DTM) in Q2 2026: 216 shares worth $31.7K. The stake represents 0.02% of the portfolio and ranks #202 among its holdings.

663 funds tracked by Wall St. Rank hold DTM as of Q2 2026.

  • Planning Strategies held 216 shares of DT Midstream worth $31.7K as of Q2 2026.
  • DT Midstream was a new Planning Strategies position in Q2 2026.
  • DT Midstream made up 0.02% of Planning Strategies's portfolio in Q2 2026, its #202 holding.
  • 663 funds tracked by Wall St. Rank held DT Midstream as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.