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Rise Advisors’s DT Midstream DTM Stock Holding History

Rise 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
2025
Q4 		– Sell
-287
Closed -$32.4K – 485
2025
Q3 		$32.4K Buy
287
+2
+0.7% +$209 0.01% 357
2025
Q2 		$31.3K Buy
285
+3
+1% +$304 0.01% 329
2025
Q1 		$27.2K Sell
282
-57
-17% -$5.7K 0.01% 356
2024
Q4 		$33.7K Buy
339
+3
+0.9% +$286 0.02% 345
2024
Q3 		$26.4K Buy
336
+3
+0.9% +$224 0.01% 485
2024
Q2 		$23.6K Buy
333
+4
+1% +$263 0.01% 512
2024
Q1 		$20.1K Buy
329
+255
+345% +$14.2K 0.01% 645
2023
Q4 		$4.04K Buy
74
+1
+1% +$55 ﹤0.01% 395
2023
Q3 		$3.85K Buy
73
+1
+1% +$52 ﹤0.01% 401
2023
Q2 		$3.56K Buy
72
+1
+1% +$48 ﹤0.01% 447
2023
Q1 		$3.5K Buy
71
+1
+1% +$52 ﹤0.01% 498
2022
Q4 		$3.87K Buy
70
+1
+1% +$57 ﹤0.01% 477
2022
Q3 		$4K Buy
69
+1
+1% +$54 ﹤0.01% 460
2022
Q2 		$3K Hold
68
– – ﹤0.01% 499
2022
Q1 		$4K Buy
68
+1
+1% +$52 ﹤0.01% 445
2021
Q4 		$3.21K Buy
+67
New +$3.21K ﹤0.01% 464

Other funds holding DTM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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

Rise Advisors's DTM Position: Q4 2025 in Review

Rise Advisors sold out of DT Midstream (DTM) in Q4 2025, closing a stake of 287 shares — an estimated $32.4K sold.

Rise Advisors first reported a position in DTM in Q4 2021 and held it in 16 quarters. The position peaked at $33.7K in Q4 2024. 647 funds tracked by Wall St. Rank hold DTM as of Q4 2025.

  • Rise Advisors reported no remaining DT Midstream position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 287 DT Midstream shares in Q4 2025, an estimated $32.4K.
  • Rise Advisors first reported a position in DT Midstream in Q4 2021 and held it in 16 quarters.
  • Rise Advisors's DT Midstream position peaked at $33.7K in Q4 2024.
  • 647 funds tracked by Wall St. Rank held DT Midstream as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.