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Root Financial Partners’s DT Midstream DTM Stock Holding History

Root Financial Partners’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
-432
Closed -$58.2K – 1166
2026
Q1 		$58.2K Buy
432
+102
+31% +$13.3K ﹤0.01% 810
2025
Q4 		$39.5K Buy
330
+42
+15% +$4.83K ﹤0.01% 817
2025
Q3 		$32.6K Buy
+288
New +$30.1K ﹤0.01% 852

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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

Root Financial Partners's DTM Position: Q2 2026 in Review

Root Financial Partners sold out of DT Midstream (DTM) in Q2 2026, closing a stake of 432 shares — an estimated $58.2K sold.

Root Financial Partners first reported a position in DTM in Q3 2025 and held it in 3 quarters. The position peaked at $58.2K in Q1 2026. 712 funds tracked by Wall St. Rank hold DTM as of Q2 2026.

  • Root Financial Partners reported no remaining DT Midstream position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 432 DT Midstream shares in Q2 2026, an estimated $58.2K.
  • Root Financial Partners first reported a position in DT Midstream in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's DT Midstream position peaked at $58.2K in Q1 2026.
  • 712 funds tracked by Wall St. Rank held DT Midstream as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.