True Wealth Design’s DT Midstream DTM Stock Holding History

True Wealth Design’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	$3.52K	Hold	24	–	–	﹤0.01%	1471
2026 Q1	$3.23K	Hold	24	–	–	﹤0.01%	1371
2025 Q4	$2.87K	Sell	24 -3	-11%	-$345	﹤0.01%	1310
2025 Q3	$3.08K	Sell	27 -11	-29%	-$1.15K	﹤0.01%	1299
2025 Q2	$4.21K	Sell	38 -7	-16%	-$709	﹤0.01%	871
2025 Q1	$4.37K	Buy	45 +30	+200%	+$3K	﹤0.01%	728
2024 Q4	$1.52K	Buy	+15	New	+$1.43K	﹤0.01%	813
2023 Q2	–	Sell	-75	Closed	-$3.7K	–	813
2023 Q1	$3.7K	Buy	+75	New	+$3.89K	﹤0.01%	291

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

True Wealth Design's DTM Position: Q2 2026 in Review

True Wealth Design held its DT Midstream (DTM) position steady in Q2 2026 at 24 shares worth $3.52K. The position accounts for ﹤0.01% of the portfolio, ranked #1471.

True Wealth Design first reported a position in DTM in Q1 2023 and has held it in 8 quarters since. The position peaked at $4.37K in Q1 2025. 709 funds tracked by Wall St. Rank hold DTM as of Q2 2026.

True Wealth Design held 24 shares of DT Midstream worth $3.52K as of Q2 2026.
True Wealth Design left its DT Midstream share count unchanged in Q2 2026.
DT Midstream made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1471 holding.
True Wealth Design first reported a position in DT Midstream in Q1 2023 and has held it in 8 quarters since.
True Wealth Design's DT Midstream position peaked at $4.37K in Q1 2025.
709 funds tracked by Wall St. Rank held DT Midstream as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.