MFG
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Merit Financial Group’s Dynatrace DT Stock Holding History

Merit Financial Group’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 		$682K Buy
15,533
+10,026
+182% +$390K ﹤0.01% 1309
2026
Q1 		$204K Buy
+5,507
New +$210K ﹤0.01% 1916

Other funds holding DT

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DIA
Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
SC
Slow Capital Greenbrae, California $857M AUM 38.3% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Merit Financial Group's DT Position: Q2 2026 in Review

Merit Financial Group increased its Dynatrace (DT) stake by 182% in Q2 2026, buying an estimated $390K and bringing the position to 15,533 shares worth $682K. The position accounts for ﹤0.01% of the portfolio, ranked #1309.

Merit Financial Group first reported a position in DT in Q1 2026 and has held it in 2 quarters since. 87 funds tracked by Wall St. Rank hold DT as of Q2 2026.

  • Merit Financial Group held 15,533 shares of Dynatrace worth $682K as of Q2 2026.
  • Merit Financial Group bought 10,026 Dynatrace shares in Q2 2026, an estimated $390K.
  • Dynatrace made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1309 holding.
  • Merit Financial Group first reported a position in Dynatrace in Q1 2026 and has held it in 2 quarters since.
  • 87 funds tracked by Wall St. Rank held Dynatrace as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.