DT Investment Partners
$1.2B Assets Reported
551 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| IVV | ISHARES TR | 267,267 | $175M | 14.5% |
| SPY | STATE STR SPDR S&P 500 ETF T | 181,178 | $118M | 9.8% |
| VEA | VANGUARD TAX-MANAGED FDS | 1,701,316 | $109M | 9.1% |
| IWB | ISHARES TR | 123,821 | $44M | 3.7% |
| GVI | ISHARES TR | 392,064 | $42M | 3.5% |
| VO | VANGUARD INDEX FDS | 138,159 | $40M | 3.3% |
| IJH | ISHARES TR | 586,244 | $40M | 3.3% |
| EFA | ISHARES TR | 385,275 | $37M | 3.1% |
| MGK | VANGUARD WORLD FD | 91,214 | $34M | 2.8% |
| IEFA | ISHARES TR | 291,427 | $26M | 2.2% |
Track DT Investment Partners's 13F portfolio: $1.2B in reported holdings, 551 positions. Top holdings, AUM, and quarterly changes on SentiSense.