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 Q3	$2.87K	Hold	24	–	–	﹤0.01%	1554
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	$4.2K	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

Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

City Holding Co Charleston, West Virginia $898M AUM 21.62% 1-Year Est. Return

AIM

Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return

Linden Thomas Advisory Services Charlotte, North Carolina $1.26B AUM 37.95% 1-Year Est. Return

BRCM

Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Turtle Creek Wealth Advisors Dallas, Texas $1.98B AUM 28.66% 1-Year Est. Return

True Wealth Design's DTM Position: Q3 2026 in Review

True Wealth Design held its DT Midstream (DTM) position steady in Q3 2026 at 24 shares worth $2.87K. The position accounts for ﹤0.01% of the portfolio, ranked #1554.

True Wealth Design first reported a position in DTM in Q1 2023 and has held it in 9 quarters since. The position peaked at $4.37K in Q1 2025. 93 funds tracked by Wall St. Rank hold DTM as of Q3 2026.

True Wealth Design held 24 shares of DT Midstream worth $2.87K as of Q3 2026.
True Wealth Design left its DT Midstream share count unchanged in Q3 2026.
DT Midstream made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1554 holding.
True Wealth Design first reported a position in DT Midstream in Q1 2023 and has held it in 9 quarters since.
True Wealth Design's DT Midstream position peaked at $4.37K in Q1 2025.
93 funds tracked by Wall St. Rank held DT Midstream as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.