0000950123-17-003696.txt : 20170501 0000950123-17-003696.hdr.sgml : 20170501 20170501113319 ACCESSION NUMBER: 0000950123-17-003696 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20170331 FILED AS OF DATE: 20170501 DATE AS OF CHANGE: 20170501 EFFECTIVENESS DATE: 20170501 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: 17799234 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 false true false 0001537621 XXXXXXXX 03-31-2017 03-31-2017 DT Investment Partners, LLC

Brandywine Five 1 Dickinson Drive, Suite 103 Chadds Ford PA 19317

13F HOLDINGS REPORT 028-14628 N Daniel N. Mullen 484-778-4431 Daniel N. Mullen Chadds Ford PA 04-27-2017 1 64 443275 false 1 028-14068 Daniels+Tansey LLP INFORMATION TABLE 2 form13fInfoTable.xml INFORMATION TABLE FOR FORM 13F BROOKFIELD PROPERTY PARTNERS LP UNIT LTD PARTN g16249107 1045 46922 SH DFND 0 0 46922 AT&T INC COM 00206r102 1377 33158 SH DFND 0 0 33158 ABBVIE INC COM 00287y109 1486 22811 SH DFND 0 0 22811 APPLE INC COM 037833100 263 1834 SH DFND 0 0 1834 AUTOMATIC DATA PROCESSING INC COM 053015103 216 2108 SH DFND 0 0 2108 BEST BUY INC COM 086516101 1645 33457 SH DFND 0 0 33457 BLACKSTONE GROUP LP COM UNIT LTD 09253u108 1326 44616 SH DFND 0 0 44616 CISCO SYSTEMS INC COM 17275r102 1182 34975 SH DFND 0 0 34975 CONSOLIDATED EDISON INC COM 209115104 841 10820 SH DFND 0 0 10820 DU PONT E I DE NEMOURS & CO COM 263534109 1118 13922 SH DFND 0 0 13922 DUKE ENERGY CORP COM 26441c204 1072 13074 SH DFND 0 0 13074 EMERSON ELECTRIC CO COM 291011104 1091 18225 SH DFND 0 0 18225 ENTERGY CORP COM 29364g103 1040 13690 SH DFND 0 0 13690 EXELON CORP COM 30161n101 1349 37468 SH DFND 0 0 37468 FIRSTENERGY CORP COM 337932107 988 31063 SH DFND 0 0 31063 FORD MOTOR CO COM 345370860 1227 105463 SH DFND 0 0 105463 GENERAL MOTORS CO COM 37045v100 1326 37508 SH DFND 0 0 37508 GILEAD SCIENCES INC COM 375558103 1098 16170 SH DFND 0 0 16170 HCP INC COM 40414l109 1201 38382 SH DFND 0 0 38382 HP INC COM 40434l105 1707 95442 SH DFND 0 0 95442 INTL BUSINESS MACHINES COM 459200101 1448 8311 SH DFND 0 0 8311 ISHARES MIN VOL GLBL ETF 464286525 3309 42902 SH DFND 0 0 42902 ISHARES CORE US AGGBD ETF 464287226 48165 443961 SH DFND 0 0 443961 ISHARES TR MSCI EAFE ETF 464287465 410 6589 SH DFND 0 0 6589 ISHARES TR CORE S&P MCP ETF 464287507 50101 292613 SH DFND 0 0 292613 ISHARES TR COHEN&STEER REIT 464287564 17130 171725 SH DFND 0 0 171725 ISHARES TR RUS 1000 ETF 464287622 11854 90318 SH DFND 0 0 90318 ISHARES TR CORE S&P SCP ETF 464287804 24558 355088 SH DFND 0 0 355088 ISHARES TR EUROPE ETF 464287861 425 10164 SH DFND 0 0 10164 ISHARES TR MBS ETF 464288588 17135 160809 SH DFND 0 0 160809 ISHARES TR INTERM CR BD ETF 464288638 15539 142605 SH DFND 0 0 142605 ISHARES TR 1-3 YR CR BD ETF 464288646 7008 66591 SH DFND 0 0 66591 ISHARES TR US PFD STK ETF 464288687 12385 320051 SH DFND 0 0 320051 ISHARES TR MIN VOL USA ETF 46429b697 2808 58848 SH DFND 0 0 58848 KKR & CO LP DEL COM UNITS 48248m102 1521 83440 SH DFND 0 0 83440 KIMBERLY CLARK CORP COM 494368103 1645 12495 SH DFND 0 0 12495 LEGGETT & PLATT INC COM 524660107 814 16177 SH DFND 0 0 16177 LILLY ELI & CO COM 532457108 1407 16726 SH DFND 0 0 16726 MACYS INC COM 55616p104 1024 34531 SH DFND 0 0 34531 MICROSOFT CORP COM 594918104 1531 23251 SH DFND 0 0 23251 PFIZER INC COM 717081103 1320 38592 SH DFND 0 0 38592 PIMCO ETF TR 0-5 HIGH YIELD 72201r783 251 2487 SH DFND 0 0 2487 POWERSHARES ETF TR UNIT SER 1 73935a104 416 3141 SH DFND 0 0 3141 POWERSHARES ETF TR FINL PFD PTFL 73935x229 1813 97154 SH DFND 0 0 97154 PRINCIPAL FINANCIAL GROUP INC COM 74251v102 1719 27242 SH DFND 0 0 27242 PROCTER AND GAMBLE CO COM 742718109 1116 12421 SH DFND 0 0 12421 PUBLIC SERVICE ENTERPRISE GROU COM 744573106 1004 22646 SH DFND 0 0 22646 RYDEX ETF TR GUG S&P 500 EQ WT 78355w106 387 4258 SH DFND 0 0 4258 SPDR S&P 500 ETF TR TR UNIT 78462f103 96680 410115 SH DFND 0 0 410115 SPDR SERIES TR BLOOMBERG BARCLAYS 78464a417 20994 568461 SH DFND 0 0 568461 SSGA ACTIVE ETF TR SPDR TR TACTIC 78467v848 20047 410220 SH DFND 0 0 410220 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369y209 450 6049 SH DFND 0 0 6049 SELECT SECTOR SPDR TR SBI CONS STPLS 81369y308 593 10863 SH DFND 0 0 10863 SELECT SECTOR SPDR TR SBI INT-UTILS 81369y886 347 6763 SH DFND 0 0 6763 SOUTHERN CO COM 842587107 1285 25804 SH DFND 0 0 25804 TELUS CORP COM 87971m103 1017 31292 SH DFND 0 0 31292 UNITED PARCEL SERVICE INC CL B COM 911312106 792 7382 SH DFND 0 0 7382 VALERO ENERGY CORP COM 91913y100 1502 22658 SH DFND 0 0 22658 VANGUARD BD INDEX FD INC TOTAL BND MKT 921937835 268 3301 SH DFND 0 0 3301 VANGUARD TAX MGD INTL FD FTSE DEV MKT ETF 921943858 31418 799444 SH DFND 0 0 799444 VANGUARD INTL EQUITY INDEX FD FTSE EMER MKT ETF 922042858 14114 355320 SH DFND 0 0 355320 VANGUARD INDEX FDS LARGE CAP ETF 922908637 342 3161 SH DFND 0 0 3161 VERIZON COMMUNICATIONS INC COM 92343v104 1520 31177 SH DFND 0 0 31177 WAL-MART STORES INC COM 931142103 1065 14770 SH DFND 0 0 14770