DT Investment Partners, LLC
All 13F Filings
- Location
- Chadds Ford, PA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 1,341,216
- Description
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- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/27/2026 | 512 | 1,341,216 | 13F-HR | DT Investment Partners, LLC |
| Q1 2026 | 5/14/2026 | 518 | 1,201,612 | 13F-HR | DT Investment Partners, LLC |
| Q4 2025 | 2/10/2026 | 542 | 1,207,780 | 13F-HR | DT Investment Partners, LLC |
| Q3 2025 | 10/22/2025 | 536 | 1,182,020 | 13F-HR | DT Investment Partners, LLC |
| Q2 2025 | 7/22/2025 | 530 | 1,113,319 | 13F-HR | DT Investment Partners, LLC |
| Q2 2014 | 8/4/2014 | 62 | 291,740 | 13F-HR | DT Investment Partners, LLC |
| Q1 2014 | 5/2/2014 | 56 | 252,922 | 13F-HR | DT Investment Partners, LLC |
| Q4 2013 | 1/28/2014 | 61 | 244,492 | 13F-HR | DT Investment Partners, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 194.2 K | 14.5% | 18.92 K | 0 | 18.92 K |
| ETFs | 1.147 M | 85.5% | 120.7 K | 0 | 120.7 K |
| Other | 12 | 0.0% | 0 | 1 | -1 |
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Fund Snapshot
Q2 2026
Latest filed
7/27/2026
Total value ($000)
1,341,216
Holdings
512
QoQ value change ($000)
139,604
(11.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.