Root Financial Partners
DTM icon

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
Q3 		$44.6K Buy
+373
New +$50.1K ﹤0.01% 1145
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

Other funds holding DTM

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Tortoise Capital Advisors
Tortoise Capital Advisors Overland Park, Kansas $9.47B AUM 23.61% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $148B AUM 31.56% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Root Financial Partners's DTM Position: Q3 2026 in Review

Root Financial Partners opened a new position in DT Midstream (DTM) in Q3 2026: 373 shares worth $44.6K. The stake represents ﹤0.01% of the portfolio and ranks #1145 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in DTM as recently as Q1 2026.

Root Financial Partners first reported a position in DTM in Q3 2025 and has held it in 4 quarters since. The position peaked at $58.2K in Q1 2026. 552 funds tracked by Wall St. Rank hold DTM as of Q3 2026.

  • Root Financial Partners held 373 shares of DT Midstream worth $44.6K as of Q3 2026.
  • DT Midstream was a new Root Financial Partners position in Q3 2026.
  • DT Midstream made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1145 holding.
  • Root Financial Partners first reported a position in DT Midstream in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's DT Midstream position peaked at $58.2K in Q1 2026.
  • 552 funds tracked by Wall St. Rank held DT Midstream as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.