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Redwood Wealth Management Group’s DT Midstream DTM Stock Holding History

Redwood Wealth Management Group’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 		– Sell
-1,850
Closed -$249K – 33
2026
Q1 		$249K Hold
1,850
– – 0.11% 151
2025
Q4 		$221K Sell
1,850
-90
-5% -$10.3K 0.09% 171
2025
Q3 		$219K Hold
1,940
– – 0.09% 166
2025
Q2 		$213K Buy
+1,940
New +$196K 0.1% 168
2024
Q3 		– Sell
-1,970
Closed -$140K – 416
2024
Q2 		$140K Buy
+1,970
New +$129K 0.11% 155

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

Redwood Wealth Management Group's DTM Position: Q2 2026 in Review

Redwood Wealth Management Group sold out of DT Midstream (DTM) in Q2 2026, closing a stake of 1,850 shares — an estimated $249K sold.

Redwood Wealth Management Group first reported a position in DTM in Q2 2024 and held it in 5 quarters. The position peaked at $249K in Q1 2026. 711 funds tracked by Wall St. Rank hold DTM as of Q2 2026.

  • Redwood Wealth Management Group reported no remaining DT Midstream position as of Q2 2026 after selling out during the quarter.
  • Redwood Wealth Management Group sold 1,850 DT Midstream shares in Q2 2026, an estimated $249K.
  • Redwood Wealth Management Group first reported a position in DT Midstream in Q2 2024 and held it in 5 quarters.
  • Redwood Wealth Management Group's DT Midstream position peaked at $249K in Q1 2026.
  • 711 funds tracked by Wall St. Rank held DT Midstream as of Q2 2026.

Based on Redwood Wealth Management Group's 13F filing for Q2 2026.