Values First Advisors’s DT Midstream DTM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

Values First Advisors's DTM Position: Q2 2026 in Review

Values First Advisors increased its DT Midstream (DTM) stake by 7.5% in Q2 2026, buying an estimated $21.6K and bringing the position to 2,191 shares worth $322K. The position accounts for 0.15% of the portfolio, ranked #147.

Values First Advisors first reported a position in DTM in Q4 2024 and has held it in 4 quarters since. 711 funds tracked by Wall St. Rank hold DTM as of Q2 2026.

  • Values First Advisors held 2,191 shares of DT Midstream worth $322K as of Q2 2026.
  • Values First Advisors bought 153 DT Midstream shares in Q2 2026, an estimated $21.6K.
  • DT Midstream made up 0.15% of Values First Advisors's portfolio in Q2 2026, its #147 holding.
  • Values First Advisors first reported a position in DT Midstream in Q4 2024 and has held it in 4 quarters since.
  • 711 funds tracked by Wall St. Rank held DT Midstream as of Q2 2026.

Based on Values First Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.