VSM Wealth Advisory’s Dynatrace DT Stock Holding History

VSM Wealth Advisory’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	-617	Closed	-$34.1K	–	461
2025 Q2	$34.1K	Buy	+617	New	+$30.9K	0.01%	257
2025 Q1	–	Sell	-275	Closed	-$14.9K	–	501
2024 Q4	$14.9K	Buy	+275	New	+$15K	0.01%	303

Other funds holding DT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

VSM Wealth Advisory's DT Position: Q3 2025 in Review

VSM Wealth Advisory sold out of Dynatrace (DT) in Q3 2025, closing a stake of 617 shares — an estimated $34.1K sold.

VSM Wealth Advisory first reported a position in DT in Q4 2024 and held it in 2 quarters. The position peaked at $34.1K in Q2 2025. 627 funds tracked by Wall St. Rank hold DT as of Q3 2025.

VSM Wealth Advisory reported no remaining Dynatrace position as of Q3 2025 after selling out during the quarter.
VSM Wealth Advisory sold 617 Dynatrace shares in Q3 2025, an estimated $34.1K.
VSM Wealth Advisory first reported a position in Dynatrace in Q4 2024 and held it in 2 quarters.
VSM Wealth Advisory's Dynatrace position peaked at $34.1K in Q2 2025.
627 funds tracked by Wall St. Rank held Dynatrace as of Q3 2025.

Based on VSM Wealth Advisory's 13F filing for Q3 2025, filed 13 Nov 2025.