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XML Financial’s DT Midstream DTM Stock Holding History

XML Financial’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 		$367K Hold
2,503
– – 0.03% 335
2026
Q1 		$337K Hold
2,503
– – 0.03% 322
2025
Q4 		$300K Hold
2,503
– – 0.02% 343
2025
Q3 		$283K Hold
2,503
– – 0.02% 324
2025
Q2 		$275K Hold
2,503
– – 0.02% 315
2025
Q1 		$241K Hold
2,503
– – 0.02% 314
2024
Q4 		$249K Buy
+2,503
New +$238K 0.02% 311

Other funds holding DTM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Neuberger Berman Group
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
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

XML Financial's DTM Position: Q2 2026 in Review

XML Financial held its DT Midstream (DTM) position steady in Q2 2026 at 2,503 shares worth $367K. The position accounts for 0.03% of the portfolio, ranked #335.

XML Financial first reported a position in DTM in Q4 2024 and has held it in 7 quarters since. 707 funds tracked by Wall St. Rank hold DTM as of Q2 2026.

  • XML Financial held 2,503 shares of DT Midstream worth $367K as of Q2 2026.
  • XML Financial left its DT Midstream share count unchanged in Q2 2026.
  • DT Midstream made up 0.03% of XML Financial's portfolio in Q2 2026, its #335 holding.
  • XML Financial first reported a position in DT Midstream in Q4 2024 and has held it in 7 quarters since.
  • 707 funds tracked by Wall St. Rank held DT Midstream as of Q2 2026.

Based on XML Financial's 13F filing for Q2 2026, filed 24 Jul 2026.