B.A. Schrock Wealth Management, Inc.’s Dynatrace DT Stock Holding History

B.A. Schrock Wealth Management, Inc.’s Portfolio DT Stock Details DT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.69M	Buy	+28,595	New	+$1.41M	0.62%	50

Other funds holding DT

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

ACM

Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Eleva Capital Paris, France $113M AUM

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

VCM

Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return

B.A. Schrock Wealth Management, Inc.'s DT Position: Q3 2026 in Review

B.A. Schrock Wealth Management, Inc. opened a new position in Dynatrace (DT) in Q3 2026: 28,595 shares worth $1.69M. The stake represents 0.62% of the portfolio and ranks #50 among its holdings.

52 funds tracked by Wall St. Rank hold DT as of Q3 2026.

B.A. Schrock Wealth Management, Inc. held 28,595 shares of Dynatrace worth $1.69M as of Q3 2026.
Dynatrace was a new B.A. Schrock Wealth Management, Inc. position in Q3 2026.
Dynatrace made up 0.62% of B.A. Schrock Wealth Management, Inc.'s portfolio in Q3 2026, its #50 holding.
52 funds tracked by Wall St. Rank held Dynatrace as of Q3 2026.

Based on B.A. Schrock Wealth Management, Inc.'s 13F filing for Q3 2026, filed 15 Oct 2026.