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Vermillion & White Wealth Management Group’s Dynatrace DT Stock Holding History

Vermillion & White Wealth Management 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
2025
Q3 		– Sell
-175
Closed -$9.66K – 589
2025
Q2 		$9.66K Hold
175
– – 0.01% 301
2025
Q1 		$8.25K Buy
+175
New +$9.57K 0.01% 298

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 $3.38T AUM 44.17% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vermillion & White Wealth Management Group's DT Position: Q3 2025 in Review

Vermillion & White Wealth Management Group sold out of Dynatrace (DT) in Q3 2025, closing a stake of 175 shares — an estimated $9.66K sold.

Vermillion & White Wealth Management Group first reported a position in DT in Q1 2025 and held it in 2 quarters. The position peaked at $9.66K in Q2 2025. 627 funds tracked by Wall St. Rank hold DT as of Q3 2025.

  • Vermillion & White Wealth Management Group reported no remaining Dynatrace position as of Q3 2025 after selling out during the quarter.
  • Vermillion & White Wealth Management Group sold 175 Dynatrace shares in Q3 2025, an estimated $9.66K.
  • Vermillion & White Wealth Management Group first reported a position in Dynatrace in Q1 2025 and held it in 2 quarters.
  • Vermillion & White Wealth Management Group's Dynatrace position peaked at $9.66K in Q2 2025.
  • 627 funds tracked by Wall St. Rank held Dynatrace as of Q3 2025.

Based on Vermillion & White Wealth Management Group's 13F filing for Q3 2025, filed 26 Nov 2025.