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Stacey Scheb

Dt Investment Partners, Llc

Assets Managed
$1.202B
Holdings
517
Last Quarter
2026 - Q1
Filed Date
1mo 6d ago
Growth Rate
-0.51%(2Q avg: 0.84%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Dt Investment Partners, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 517 positions.

Assets under management

The assets under management (AUM) of Dt Investment Partners, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.202B in assets, with a quarterly growth rate of -0.51% and a 2-quarter average growth rate of 0.84%. The portfolio is managed by Stacey Scheb, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 7.12%
14.53%
$174.582M
267,267 shares@ $653.22 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Increased 0.05%
9.81%
$117.827M
181,178 shares@ $650.35 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Increased 3.25%
9.08%
$109.02M
1.701M shares@ $64.09 avg price
IWB
Ishares Russell 1000 Etf
Recent Activity
Increased 3.85%
3.68%
$44.15M
123,821 shares@ $356.57 avg price
GVI
Ishares Intermediate Governm
Recent Activity
Increased 0.1%
3.49%
$41.825M
392,064 shares@ $106.69 avg price
VO
Vanguard Mid-cap Etf
Recent Activity
Increased 4.98%
3.31%
$39.677M
138,159 shares@ $287.19 avg price
IJH
Ishares Core S&p Midcap Etf
Recent Activity
Increased 1.85%
3.3%
$39.589M
586,244 shares@ $67.54 avg price
EFA
Ishares Msci Eafe Etf
Recent Activity
3.12%
$37.422M
385,275 shares@ $97.14 avg price
MGK
Vanguard Mega Cap Growth Etf
Recent Activity
Decreased -1.08%
2.79%
$33.516M
91,214 shares@ $367.45 avg price
IEFA
Ishares Core Msci Eafe Etf
Recent Activity
Increased 7.63%
2.2%
$26.383M
291,427 shares@ $90.53 avg price

1-10 of 517