0000950123-22-004815.txt : 20220509
0000950123-22-004815.hdr.sgml : 20220509
20220509135929
ACCESSION NUMBER: 0000950123-22-004815
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20220331
FILED AS OF DATE: 20220509
DATE AS OF CHANGE: 20220509
EFFECTIVENESS DATE: 20220509
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: DT Investment Partners, LLC
CENTRAL INDEX KEY: 0001537621
IRS NUMBER: 451586812
STATE OF INCORPORATION: DE
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-14628
FILM NUMBER: 22904337
BUSINESS ADDRESS:
STREET 1: BRANDYWINE FIVE
STREET 2: 1 DICKINSON DRIVE, SUITE 103
CITY: CHADDS FORD
STATE: PA
ZIP: 19317
BUSINESS PHONE: 4847784425
MAIL ADDRESS:
STREET 1: BRANDYWINE FIVE
STREET 2: 1 DICKINSON DRIVE, SUITE 103
CITY: CHADDS FORD
STATE: PA
ZIP: 19317
13F-HR
1
primary_doc.xml
13F-HR
LIVE
0001537621
XXXXXXXX
03-31-2022
03-31-2022
false
DT Investment Partners, LLC
Brandywine Five
1 Dickinson Drive, suite 103
Chadds Ford
PA
19317
13F HOLDINGS REPORT
028-14628
N
Stacey Scheb
Chief Compliance Officer
484-778-4427
Stacey Scheb
Chadds Ford
PA
05-09-2022
0
214
775434
false
INFORMATION TABLE
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13101.xml
INFORMATION TABLE FOR FORM 13F
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283
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SOLE
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AIR PRODS & CHEMS INC
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452
1809
SH
SOLE
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ALLSTATE CORP
COM
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493
3560
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SOLE
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COM
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SOLE
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OTR
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COM
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AMGEN INC
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DEXCOM INC
COM
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DOW INC
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SOLE
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297
1228
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SOLE
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238
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SH
SOLE
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SH
SOLE
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SH
SOLE
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0
0
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214
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SH
SOLE
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0
0
ONEOK INC NEW
COM
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218
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SH
SOLE
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0
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SOLE
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ORACLE CORP
COM
68389x105
2
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SH
OTR
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0
19
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SH
SOLE
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0
0
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COM
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SH
OTR
0
0
40
PAYPAL HLDGD INC
COM
70450y103
412
3560
SH
SOLE
3560
0
0
PEPSICO INC
COM
713448108
579
3462
SH
SOLE
462
0
3000
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COM
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35718
SH
SOLE
26797
0
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COM
717081103
23
438
SH
OTR
0
0
438
PHILIP MORRIS INTL INC
COM
718172109
243
2590
SH
SOLE
2590
0
0
PHILLIPS 66
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66472
SH
SOLE
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0
0
PROCTER AND GAMBLE CO
COM
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27134
SH
SOLE
9460
0
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PROCTER AND GAMBLE CO
COM
742718109
2
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SH
OTR
0
0
13
PROLOGIS INC
COM
74340w103
307
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SH
SOLE
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0
0
PRUDENTIAL FINL INC
COM
744320102
1223
10353
SH
SOLE
6930
0
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PRUDENTIAL FINL INC
COM
744320102
2
17
SH
OTR
0
0
17
QUALCOMM INC
COM
747525103
1157
7568
SH
SOLE
5189
0
2379
QUALCOMM INC
COM
747525103
2
14
SH
OTR
0
0
14
RAYTHEON TECHNOLOGIES CORP
COM
75513e101
1041
10510
SH
SOLE
6717
0
3793
RAYTHEON TECHNOLOGIES CORP
COM
75513e101
2
18
SH
OTR
0
0
18
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COM
78410g104
358
1040
SH
SOLE
1040
0
0
SPDR S&P 500 ETF TR
CL A
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SOLE
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SPDR S&P 500 ETF TR
TR UNIT
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OTR
46
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TR UNIT
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SOLE
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4
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SH
OTR
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SALESFORCE COM INC
BLOOMBERG HIGH Y
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242
1140
SH
SOLE
1140
0
0
SANOFI
COM
80105n105
925
18010
SH
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10911
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7099
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229
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SH
SOLE
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0
0
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COM
808524797
20083
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SH
SOLE
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US DIVIDEND EQ
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292
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ENERY
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SH
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0
0
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COM
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223
6396
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0
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TESLA INC
COM
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735
682
SH
SOLE
682
0
0
TEXAS INSTRS INC
COM
882508104
1782
9712
SH
SOLE
7791
0
1921
TEXAS INSTRS INC
COM
882508104
2
9
SH
OTR
0
0
9
THERMO FISHER SCIENTIFIC INC
COM
883556102
1023
1732
SH
SOLE
1732
0
0
3M CO
COM
88579y101
2050
13770
SH
SOLE
13370
0
400
US BANCORP DEL
COM
902973304
978
18394
SH
SOLE
11652
0
6742
US BANCORP DEL
COM NEW
902973304
2
29
SH
OTR
0
0
29
UNION PAC CORP
COM NEW
907818108
9143
33464
SH
SOLE
31863
0
1601
UNION PAC CORP
COM
907818108
2
8
SH
OTR
0
0
8
UNITED PARCEL SERVICE INC
COM
911312106
1211
5649
SH
SOLE
3708
0
1941
UNITED PARCEL SERVICE INC
CL B
911312106
2
10
SH
OTR
0
0
10
UNITEDHEALTH GROUP INC
CL B
91324p102
1378
2703
SH
SOLE
2703
0
0
VANGUARD STAR FDS
COM
921909768
216
3610
SH
SOLE
2545
0
1065
VANGUARD STAR FDS
VG TL INTL STK F
921909768
18
293
SH
OTR
134
0
159
VANGUARD BD INDEX FDS
VG TL INTL STK F
921937819
457
5582
SH
SOLE
0
0
5582
VANGUARD TAX-MANAGED INTL FD
INTERMED TERM
921943858
30890
643141
SH
SOLE
338275
0
304866
VANGUARD TAX-MANAGED INTL FD
FTSE DEV MKT ETF
921943858
492
10235
SH
OTR
0
0
10235
VANGUARD INTL EQUITY INDEX F
FTSE DEV MKT ETF
922042858
11473
248714
SH
SOLE
129640
0
119074
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
174
3763
SH
OTR
0
0
3763
VANGUARD INDEX FDS
FTSE EMR MKT ETF
922908363
272
656
SH
SOLE
656
0
0
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908629
335
1407
SH
SOLE
765
0
642
VANGUARD INDEX FDS
MID CAP ETF
922908637
632
3032
SH
SOLE
197
0
2835
VANGUARD INDEX FDS
LARGE CAP ETF
922908736
1330
4626
SH
SOLE
4626
0
0
VANGUARD INDEX FDS
GROWTH ETF
922908744
1552
10504
SH
SOLE
10004
0
500
VANGUARD INDEX FDS
VALUE ETF
922908751
18743
88194
SH
SOLE
46119
0
42075
VANGUARD INDEX FDS
SMALL CP ETF
922908751
293
1378
SH
OTR
0
0
1378
VERIZON COMMUNICATIONS INC
SMALL CP ETF
92343v104
1973
38734
SH
SOLE
26871
0
11863
VERIZON COMMUNICATIONS INC
COM
92343v104
54
1053
SH
OTR
0
0
1053
VISA INC
COM
92826c839
1625
7327
SH
SOLE
7327
0
0
WALMART INC
COM CL A
931142103
1241
8330
SH
SOLE
5881
0
2449
WALMART INC
COM
931142103
2
12
SH
OTR
0
0
12
EATON CORP PLC
COM
g29183103
966
6366
SH
SOLE
3814
0
2552
EATON CORP PLC
SHS
g29183103
2
12
SH
OTR
0
0
12
MEDTRONIC PLC
SHS
g5960l103
1086
9790
SH
SOLE
6761
0
3029
MEDTRONIC PLC
SHS
g5960l103
2
15
SH
OTR
0
0
15
LYONDELLBASELL INDUSTRIES N
SHS - A -
n53745100
953
9264
SH
SOLE
5670
0
3594
LYONDELLBASELL INDUSTRIES N
SHS - A -
n53745100
2
18
SH
OTR
0
0
18