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BFC Planning, Inc.’s Dynatrace DT Stock Holding History

BFC Planning, 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
Q2 		$7.42K Sell
169
-196
-54% -$7.63K ﹤0.01% 2511
2026
Q1 		$13.5K Sell
365
-2,979
-89% -$114K ﹤0.01% 1893
2025
Q4 		$145K Buy
3,344
+373
+13% +$17.4K 0.01% 994
2025
Q3 		$144K Sell
2,971
-684
-19% -$34.6K 0.01% 783
2025
Q2 		$202K Buy
3,655
+243
+7% +$12.2K 0.02% 632
2025
Q1 		$161K Buy
3,412
+11
+0.3% +$602 0.01% 696
2024
Q4 		$185K Buy
+3,401
New +$186K 0.02% 651

Other funds holding DT

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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Starboard Value
Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

BFC Planning, Inc.'s DT Position: Q2 2026 in Review

BFC Planning, Inc. reduced its Dynatrace (DT) stake by 54% in Q2 2026, selling an estimated $7.63K and leaving 169 shares worth $7.42K. The position accounts for ﹤0.01% of the portfolio, ranked #2511.

BFC Planning, Inc. first reported a position in DT in Q4 2024 and has held it in 7 quarters since. The position peaked at $202K in Q2 2025. 599 funds tracked by Wall St. Rank hold DT as of Q2 2026.

  • BFC Planning, Inc. held 169 shares of Dynatrace worth $7.42K as of Q2 2026.
  • BFC Planning, Inc. sold 196 Dynatrace shares in Q2 2026, an estimated $7.63K.
  • Dynatrace made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #2511 holding.
  • BFC Planning, Inc. first reported a position in Dynatrace in Q4 2024 and has held it in 7 quarters since.
  • BFC Planning, Inc.'s Dynatrace position peaked at $202K in Q2 2025.
  • 599 funds tracked by Wall St. Rank held Dynatrace as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.