DT Investment Partners, LLC: 13F holdings
CIK 15376212026Q2
| Positions | 512 |
|---|---|
| Reported value | $1.3bn |
| Filed | 2026-07-27 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| IVV ISHARES TR | 287,172 | $215.1m | 16.0% |
| SPY STATE STR SPDR S&P 500 ETF T | 178,274 | $133.1m | 9.9% |
| VEA VANGUARD TAX-MANAGED FDS | 1,715,376 | $122.2m | 9.1% |
| IWB ISHARES TR | 148,918 | $61.0m | 4.5% |
| GVI ISHARES TR | 428,821 | $45.5m | 3.4% |
| IJH ISHARES TR | 585,874 | $45.2m | 3.4% |
| VO VANGUARD INDEX FDS | 557,391 | $44.9m | 3.3% |
| EFA ISHARES TR | 370,143 | $38.5m | 2.9% |
| IEMG ISHARES INC | 374,174 | $31.0m | 2.3% |
| IEI ISHARES TR | 249,078 | $29.3m | 2.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1537621")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.