SWIM
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Smallwood Wealth Investment Management’s DT Midstream DTM Stock Holding History

Smallwood Wealth Investment 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
2026
Q2 		$10.4K Hold
71
– – ﹤0.01% 333
2026
Q1 		$9.56K Hold
71
– – 0.01% 328
2025
Q4 		$8.5K Hold
71
– – ﹤0.01% 325
2025
Q3 		$8.03K Hold
71
– – ﹤0.01% 329
2025
Q2 		$7.8K Hold
71
– – ﹤0.01% 333
2025
Q1 		$6.85K Buy
+71
New +$7.1K ﹤0.01% 335

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 $3.38T AUM 44.17% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
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

Smallwood Wealth Investment Management's DTM Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its DT Midstream (DTM) position steady in Q2 2026 at 71 shares worth $10.4K. The position accounts for ﹤0.01% of the portfolio, ranked #333.

Smallwood Wealth Investment Management first reported a position in DTM in Q1 2025 and has held it in 6 quarters since. 713 funds tracked by Wall St. Rank hold DTM as of Q2 2026.

  • Smallwood Wealth Investment Management held 71 shares of DT Midstream worth $10.4K as of Q2 2026.
  • Smallwood Wealth Investment Management left its DT Midstream share count unchanged in Q2 2026.
  • DT Midstream made up ﹤0.01% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #333 holding.
  • Smallwood Wealth Investment Management first reported a position in DT Midstream in Q1 2025 and has held it in 6 quarters since.
  • 713 funds tracked by Wall St. Rank held DT Midstream as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.