Valued Wealth Advisors’s DT Midstream DTM Stock Holding History

Valued 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 Q2	$591	Hold	4	–	–	﹤0.01%	832
2026 Q1	$543	Hold	4	–	–	﹤0.01%	662
2025 Q4	$482	Hold	4	–	–	﹤0.01%	538
2025 Q3	$456	Hold	4	–	–	﹤0.01%	526
2025 Q2	$443	Hold	4	–	–	﹤0.01%	526
2025 Q1	$390	Hold	4	–	–	﹤0.01%	575
2024 Q4	$401	Hold	4	–	–	﹤0.01%	567
2024 Q3	$318	Hold	4	–	–	﹤0.01%	568
2024 Q2	$288	Hold	4	–	–	﹤0.01%	543
2024 Q1	$248	Hold	4	–	–	﹤0.01%	541
2023 Q4	$215	Buy	+4	New	+$220	﹤0.01%	496

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

Valued Wealth Advisors's DTM Position: Q2 2026 in Review

Valued Wealth Advisors held its DT Midstream (DTM) position steady in Q2 2026 at 4 shares worth $591. The position accounts for ﹤0.01% of the portfolio, ranked #832.

Valued Wealth Advisors first reported a position in DTM in Q4 2023 and has held it in 11 quarters since. 711 funds tracked by Wall St. Rank hold DTM as of Q2 2026.

Valued Wealth Advisors held 4 shares of DT Midstream worth $591 as of Q2 2026.
Valued Wealth Advisors left its DT Midstream share count unchanged in Q2 2026.
DT Midstream made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #832 holding.
Valued Wealth Advisors first reported a position in DT Midstream in Q4 2023 and has held it in 11 quarters since.
711 funds tracked by Wall St. Rank held DT Midstream as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.