WFA Asset Management’s DT Midstream DTM Stock Holding History

WFA Asset Management’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 Q3	$18.3K	Buy	232 +2	+0.9%	+$209	0.01%	139
2025 Q2	$16.3K	Buy	230 +3	+1%	+$304	0.01%	147
2025 Q1	$13.9K	Sell	227 -7	-3%	-$700	0.01%	175
2024 Q4	$23.3K	Buy	234 +2	+0.9%	+$190	0.01%	152
2024 Q3	$18.3K	Buy	232 +2	+0.9%	+$149	0.01%	140
2024 Q2	$16.3K	Buy	230 +3	+1%	+$197	0.01%	148
2024 Q1	$13.9K	Buy	227 +3	+1%	+$167	0.01%	176
2023 Q4	$12.3K	Buy	224 +2	+0.9%	+$110	0.01%	163
2023 Q3	$11.7K	Buy	222 +3	+1%	+$156	0.01%	164
2023 Q2	$10.8K	Buy	219 +3	+1%	+$144	0.01%	181
2023 Q1	$10.7K	Buy	216 +3	+1%	+$155	0.01%	174
2022 Q4	$11.8K	Buy	213 +2	+0.9%	+$114	0.01%	152
2022 Q3	$10.9K	Buy	211 +3	+1%	+$162	0.01%	154
2022 Q2	$10.2K	Buy	208 +2	+1%	+$109	0.01%	149
2022 Q1	$11.2K	Buy	206 +3	+1%	+$156	0.01%	152
2021 Q4	$9.76K	Buy	+203	New	+$9.72K	0.01%	150

Other funds holding DTM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

5NCM

59 North Capital Management Houston, Texas $3.35B AUM 22.14% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

WFA Asset Management's DTM Position: Q3 2025 in Review

WFA Asset Management increased its DT Midstream (DTM) stake by 0.87% in Q3 2025, buying an estimated $209 and bringing the position to 232 shares worth $18.3K. The position accounts for 0.01% of the portfolio, ranked #139.

WFA Asset Management first reported a position in DTM in Q4 2021 and has held it in 16 quarters since. The position peaked at $23.3K in Q4 2024. 605 funds tracked by Wall St. Rank hold DTM as of Q3 2025.

WFA Asset Management held 232 shares of DT Midstream worth $18.3K as of Q3 2025.
WFA Asset Management bought 2 DT Midstream shares in Q3 2025, an estimated $209.
DT Midstream made up 0.01% of WFA Asset Management's portfolio in Q3 2025, its #139 holding.
WFA Asset Management first reported a position in DT Midstream in Q4 2021 and has held it in 16 quarters since.
WFA Asset Management's DT Midstream position peaked at $23.3K in Q4 2024.
605 funds tracked by Wall St. Rank held DT Midstream as of Q3 2025.

Based on WFA Asset Management's 13F filing for Q3 2025, filed 30 Oct 2025.