Root Financial Partners
DT icon

Root Financial Partners’s Dynatrace DT Stock Holding History

Root Financial Partners’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 		$86.1K Buy
+1,492
New +$73.7K ﹤0.01% 809
2026
Q2 		– Sell
-78
Closed -$2.88K – 1164
2026
Q1 		$2.88K Sell
78
-24
-24% -$917 ﹤0.01% 2166
2025
Q4 		$4.42K Sell
102
-214
-68% -$10K ﹤0.01% 1800
2025
Q3 		$15.3K Buy
+316
New +$16K ﹤0.01% 1252

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Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Root Financial Partners's DT Position: Q3 2026 in Review

Root Financial Partners opened a new position in Dynatrace (DT) in Q3 2026: 1,492 shares worth $86.1K. The stake represents ﹤0.01% of the portfolio and ranks #809 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in DT as recently as Q1 2026.

Root Financial Partners first reported a position in DT in Q3 2025 and has held it in 4 quarters since. 529 funds tracked by Wall St. Rank hold DT as of Q3 2026.

  • Root Financial Partners held 1,492 shares of Dynatrace worth $86.1K as of Q3 2026.
  • Dynatrace was a new Root Financial Partners position in Q3 2026.
  • Dynatrace made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #809 holding.
  • Root Financial Partners first reported a position in Dynatrace in Q3 2025 and has held it in 4 quarters since.
  • 529 funds tracked by Wall St. Rank held Dynatrace as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.