Sendero Wealth Management’s Dynatrace DT Stock Holding History

Sendero Wealth Management’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 Q3	–	Sell	-93,427	Closed	-$5.16M	–	190
2025 Q2	$5.16M	Buy	93,427 +22,527	+32%	+$1.13M	0.64%	36
2025 Q1	$3.34M	Buy	70,900 +10,477	+17%	+$573K	0.46%	44
2024 Q4	$3.28M	Buy	60,423 +23,798	+65%	+$1.3M	0.49%	43
2024 Q3	$1.96M	Buy	36,625 +8,298	+29%	+$395K	0.31%	52
2024 Q2	$1.27M	Buy	28,327 +17,629	+165%	+$812K	0.21%	64
2024 Q1	$497K	Buy	+10,698	New	+$557K	0.09%	128

Other funds holding DT

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Pictet Asset Management

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

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

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return