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
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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

5NCM

59 North Capital Management Houston, Texas $3.35B AUM 22.14% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SS&H Financial Advisors's DTM Position: Q4 2025 in Review

SS&H Financial Advisors held its DT Midstream (DTM) position steady in Q4 2025 at 5,900 shares worth $706K. The position accounts for 0.21% of the portfolio, ranked #75.

SS&H Financial Advisors first reported a position in DTM in Q1 2022 and has held it in 15 quarters since. 644 funds tracked by Wall St. Rank hold DTM as of Q4 2025.

SS&H Financial Advisors held 5,900 shares of DT Midstream worth $706K as of Q4 2025.
SS&H Financial Advisors left its DT Midstream share count unchanged in Q4 2025.
DT Midstream made up 0.21% of SS&H Financial Advisors's portfolio in Q4 2025, its #75 holding.
SS&H Financial Advisors first reported a position in DT Midstream in Q1 2022 and has held it in 15 quarters since.
644 funds tracked by Wall St. Rank held DT Midstream as of Q4 2025.

Based on SS&H Financial Advisors's 13F filing for Q4 2025, filed 20 Jan 2026.