Turtle Creek Wealth Advisors’s DT Midstream DTM Stock Holding History

Turtle Creek Wealth 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 Q3	$1.34M	Buy	11,226 +1,481	+15%	+$199K	0.07%	148
2026 Q2	$1.43M	Buy	9,745 +266	+3%	+$37.6K	0.08%	138
2026 Q1	$1.28M	Buy	9,479 +147	+2%	+$19.2K	0.1%	131
2025 Q4	$1.12M	Buy	9,332 +3,089	+49%	+$355K	0.09%	142
2025 Q3	$706K	Hold	6,243	–	–	0.06%	171
2025 Q2	$686K	Buy	+6,243	New	+$632K	0.08%	140

Other funds holding DTM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

W.H. Reaves & Co Jersey City, New Jersey $5.54B AUM 1.09% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Close Asset Management London, United Kingdom $3.42B AUM 34.5% 1-Year Est. Return

NXG Investment Management Dallas, Texas $2.18B AUM 31.25% 1-Year Est. Return

Eagle Global Advisors Houston, Texas $3.02B AUM 27.86% 1-Year Est. Return

Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Turtle Creek Wealth Advisors's DTM Position: Q3 2026 in Review

Turtle Creek Wealth Advisors increased its DT Midstream (DTM) stake by 15% in Q3 2026, buying an estimated $199K and bringing the position to 11,226 shares worth $1.34M. The position accounts for 0.07% of the portfolio, ranked #148.

Turtle Creek Wealth Advisors first reported a position in DTM in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.43M in Q2 2026. 400 funds tracked by Wall St. Rank hold DTM as of Q3 2026.

Turtle Creek Wealth Advisors held 11,226 shares of DT Midstream worth $1.34M as of Q3 2026.
Turtle Creek Wealth Advisors bought 1,481 DT Midstream shares in Q3 2026, an estimated $199K.
DT Midstream made up 0.07% of Turtle Creek Wealth Advisors's portfolio in Q3 2026, its #148 holding.
Turtle Creek Wealth Advisors first reported a position in DT Midstream in Q2 2025 and has held it in 6 quarters since.
Turtle Creek Wealth Advisors's DT Midstream position peaked at $1.43M in Q2 2026.
400 funds tracked by Wall St. Rank held DT Midstream as of Q3 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.