SS&H Financial Advisors’s DT Midstream DTM Stock Holding History

SS&H Financial 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
2026 Q2	$866K	Buy	+5,900	New	+$835K	0.22%	71
2025 Q4	$706K	Hold	5,900	–	–	0.21%	75
2025 Q3	$667K	Hold	5,900	–	–	0.2%	77
2025 Q2	$648K	Hold	5,900	–	–	0.22%	75
2025 Q1	$569K	Hold	5,900	–	–	0.21%	82
2024 Q4	$587K	Sell	5,900 -300	-5%	-$28.6K	0.21%	84
2024 Q3	$488K	Hold	6,200	–	–	0.18%	93
2024 Q2	$440K	Hold	6,200	–	–	0.17%	95
2024 Q1	$378K	Hold	6,200	–	–	0.16%	100
2023 Q4	$340K	Sell	6,200 -375	-6%	-$20.6K	0.14%	104
2023 Q3	$348K	Buy	+6,575	New	+$343K	0.16%	100
2023 Q1	$391K	Buy	7,912 +2,400	+44%	+$124K	0.18%	101
2022 Q4	$305K	Hold	5,512	–	–	0.15%	103
2022 Q3	$286K	Hold	5,512	–	–	0.15%	104
2022 Q2	$270K	Hold	5,512	–	–	0.12%	112
2022 Q1	$299K	Buy	+5,512	New	+$287K	0.12%	121

Other funds holding DTM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

TCA

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

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

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

SS&H Financial Advisors's DTM Position: Q2 2026 in Review

SS&H Financial Advisors opened a new position in DT Midstream (DTM) in Q2 2026: 5,900 shares worth $866K. The stake represents 0.22% of the portfolio and ranks #71 among its holdings. This is a return to the name: SS&H Financial Advisors previously reported a position in DTM as recently as Q4 2025.

SS&H Financial Advisors first reported a position in DTM in Q1 2022 and has held it in 16 quarters since. 712 funds tracked by Wall St. Rank hold DTM as of Q2 2026.

SS&H Financial Advisors held 5,900 shares of DT Midstream worth $866K as of Q2 2026.
DT Midstream was a new SS&H Financial Advisors position in Q2 2026.
DT Midstream made up 0.22% of SS&H Financial Advisors's portfolio in Q2 2026, its #71 holding.
SS&H Financial Advisors first reported a position in DT Midstream in Q1 2022 and has held it in 16 quarters since.
712 funds tracked by Wall St. Rank held DT Midstream as of Q2 2026.

Based on SS&H Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.