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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

DT holding history

Dynatrace, Inc. in every 13F filed by Creative Planning, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

DT overviewAll 13F holders of DTFull Q2 2026 holdings

Shares (Q2 2026)
165,494
Value
$7.27M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of DT by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026165,494$7.27M<0.1%+27,449+19.9%AddedHolders
Q1 2026138,045$5.10M<0.1%+96,934+235.8%AddedHolders
Q4 202541,111$1.78M<0.1%−4,946−10.7%ReducedHolders
Q3 202546,057$2.23M<0.1%+6,056+15.1%AddedHolders
Q2 202540,001$2.21M<0.1%+10,220+34.3%AddedHolders
Q1 202529,781$1.40M<0.1%+2,060+7.4%AddedHolders
Q4 202427,721$1.51M<0.1%+1,829+7.1%AddedHolders
Q3 202425,892$1.38M<0.1%+8,247+46.7%AddedHolders
Q2 202417,645$789.4K<0.1%−52−0.3%ReducedHolders
Q1 202417,697$821.8K<0.1%+4,996+39.3%AddedHolders
Q4 202312,701$694.6K<0.1%+1,264+11.1%AddedHolders
Q3 202311,437$534.5K<0.1%+133+1.2%AddedHolders
Q2 202311,304$581.8K<0.1%+1,122+11.0%AddedHolders
Q1 202310,182$430.7K<0.1%−538−5.0%ReducedHolders
Q4 202210,720$410.6K<0.1%+2,348+28.0%AddedHolders
Q3 20228,372$291.0K<0.1%+1,536+22.5%AddedHolders
Q2 20226,836$270.0K<0.1%+1,541+29.1%AddedHolders
Q1 20225,295$249.0K<0.1%−486−8.4%ReducedHolders
Q4 20215,781$349.0K<0.1%−395−6.4%ReducedHolders
Q3 20216,176$438.0K<0.1%−9,281−60.0%ReducedHolders
Q2 202115,457$903.0K<0.1%+10,000+183.3%AddedHolders
Q1 20215,457$263.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.