WAP
DTM icon

Wealthcare Advisory Partners’s DT Midstream DTM Stock Holding History

Wealthcare Advisory Partners’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
2025
Q4 		– Sell
-1,893
Closed -$214K – 1083
2025
Q3 		$214K Buy
1,893
+2
+0.1% +$209 ﹤0.01% 961
2025
Q2 		$208K Buy
+1,891
New +$192K ﹤0.01% 923

Other funds holding DTM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
5NCM
59 North Capital Management Houston, Texas $4.49B AUM 6.4% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wealthcare Advisory Partners's DTM Position: Q4 2025 in Review

Wealthcare Advisory Partners sold out of DT Midstream (DTM) in Q4 2025, closing a stake of 1,893 shares — an estimated $214K sold.

Wealthcare Advisory Partners first reported a position in DTM in Q2 2025 and held it in 2 quarters. The position peaked at $214K in Q3 2025. 647 funds tracked by Wall St. Rank hold DTM as of Q4 2025.

  • Wealthcare Advisory Partners reported no remaining DT Midstream position as of Q4 2025 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 1,893 DT Midstream shares in Q4 2025, an estimated $214K.
  • Wealthcare Advisory Partners first reported a position in DT Midstream in Q2 2025 and held it in 2 quarters.
  • Wealthcare Advisory Partners's DT Midstream position peaked at $214K in Q3 2025.
  • 647 funds tracked by Wall St. Rank held DT Midstream as of Q4 2025.

Based on Wealthcare Advisory Partners's 13F filing for Q4 2025, filed 14 Jan 2026.