Ruedi Wealth Management’s DT Midstream DTM Stock Holding History

Ruedi Wealth Management’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 Q2	–	Sell	-13	Closed	-$1.25K	–	131
2025 Q1	$1.25K	Hold	13	–	–	﹤0.01%	283
2024 Q4	$1.29K	Hold	13	–	–	﹤0.01%	284
2024 Q3	$1.02K	Hold	13	–	–	﹤0.01%	300
2024 Q2	$923	Hold	13	–	–	﹤0.01%	381
2024 Q1	$794	Hold	13	–	–	﹤0.01%	244
2023 Q4	$712	Hold	13	–	–	﹤0.01%	227
2023 Q3	$688	Hold	13	–	–	﹤0.01%	207
2023 Q2	$644	Hold	13	–	–	﹤0.01%	212
2023 Q1	$642	Hold	13	–	–	﹤0.01%	242
2022 Q4	$718	Buy	+13	New	+$743	﹤0.01%	223

Other funds holding DTM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ruedi Wealth Management's DTM Position: Q2 2025 in Review

Ruedi Wealth Management sold out of DT Midstream (DTM) in Q2 2025, closing a stake of 13 shares — an estimated $1.25K sold.

Ruedi Wealth Management first reported a position in DTM in Q4 2022 and held it in 10 quarters. The position peaked at $1.29K in Q4 2024. 609 funds tracked by Wall St. Rank hold DTM as of Q2 2025.

Ruedi Wealth Management reported no remaining DT Midstream position as of Q2 2025 after selling out during the quarter.
Ruedi Wealth Management sold 13 DT Midstream shares in Q2 2025, an estimated $1.25K.
Ruedi Wealth Management first reported a position in DT Midstream in Q4 2022 and held it in 10 quarters.
Ruedi Wealth Management's DT Midstream position peaked at $1.29K in Q4 2024.
609 funds tracked by Wall St. Rank held DT Midstream as of Q2 2025.

Based on Ruedi Wealth Management's 13F filing for Q2 2025, filed 25 Jul 2025.