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Financial Life Planners’s Dynatrace DT Stock Holding History

Financial Life Planners’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
2025
Q4 		– Sell
-19
Closed -$921 – 132
2025
Q3 		$921 Buy
+19
New +$962 ﹤0.01% 314
2025
Q1 		– Sell
-1,533
Closed -$83.3K – 170
2024
Q4 		$83.3K Buy
+1,533
New +$83.6K 0.07% 87

Other funds holding DT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Financial Life Planners's DT Position: Q4 2025 in Review

Financial Life Planners sold out of Dynatrace (DT) in Q4 2025, closing a stake of 19 shares — an estimated $921 sold.

Financial Life Planners first reported a position in DT in Q4 2024 and held it in 2 quarters. The position peaked at $83.3K in Q4 2024. 661 funds tracked by Wall St. Rank hold DT as of Q4 2025.

  • Financial Life Planners reported no remaining Dynatrace position as of Q4 2025 after selling out during the quarter.
  • Financial Life Planners sold 19 Dynatrace shares in Q4 2025, an estimated $921.
  • Financial Life Planners first reported a position in Dynatrace in Q4 2024 and held it in 2 quarters.
  • Financial Life Planners's Dynatrace position peaked at $83.3K in Q4 2024.
  • 661 funds tracked by Wall St. Rank held Dynatrace as of Q4 2025.

Based on Financial Life Planners's 13F filing for Q4 2025, filed 29 Jan 2026.