Values First Advisors’s DT Midstream DTM Stock Holding History

Values First 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	$252K	Sell	2,105 -86	-4%	-$11.5K	0.12%	161
2026 Q2	$322K	Buy	2,191 +153	+8%	+$21.6K	0.15%	147
2026 Q1	$275K	Buy	2,038 +338	+20%	+$44.1K	0.14%	142
2025 Q4	$203K	Buy	+1,700	New	+$195K	0.11%	164
2025 Q1	–	Sell	-1,061	Closed	-$106K	–	196
2024 Q4	$106K	Buy	+1,061	New	+$101K	0.06%	191

Other funds holding DTM

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

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

Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.31B AUM 43.14% 1-Year Est. Return

Fractal Investments Glastonbury, Connecticut $883M AUM 25.39% 1-Year Est. Return

Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Hennessy Advisors Inc Novato, California $2.66B AUM 26.6% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

NBC Securities Birmingham, Alabama $1.47B AUM 20.38% 1-Year Est. Return

Values First Advisors's DTM Position: Q3 2026 in Review

Values First Advisors reduced its DT Midstream (DTM) stake by 3.9% in Q3 2026, selling an estimated $11.5K and leaving 2,105 shares worth $252K. The position accounts for 0.12% of the portfolio, ranked #161.

Values First Advisors first reported a position in DTM in Q4 2024 and has held it in 5 quarters since. The position peaked at $322K in Q2 2026. 198 funds tracked by Wall St. Rank hold DTM as of Q3 2026.

Values First Advisors held 2,105 shares of DT Midstream worth $252K as of Q3 2026.
Values First Advisors sold 86 DT Midstream shares in Q3 2026, an estimated $11.5K.
DT Midstream made up 0.12% of Values First Advisors's portfolio in Q3 2026, its #161 holding.
Values First Advisors first reported a position in DT Midstream in Q4 2024 and has held it in 5 quarters since.
Values First Advisors's DT Midstream position peaked at $322K in Q2 2026.
198 funds tracked by Wall St. Rank held DT Midstream as of Q3 2026.

Based on Values First Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.