Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
DT INVESTMENT PARTNERS LLC 01-31-2024 12-31-2023 528 924,749,506
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
SPDR S&P 500 ETF TR TR UNIT 1 $201,304,844 410,081 0.02 0.02 1,786 0.44 12-31-2023
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 2 $62,906,594 1,320,180 0.01 0.01 33,452 2.60 12-31-2023
ISHARES TR INTRM GOV CR ETF 3 $58,084,219 555,511 0.01 0.01 -69,347 -11.10 12-31-2023
ISHARES TR CORE S&P MCP ETF 4 $40,247,204 145,030 0.00 0.00 36,427 33.54 12-31-2023
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