Rothwell Investment Advisors, LLC’s Dollar General DG Stock Holding History

Rothwell Investment Advisors, LLC’s Portfolio DG Stock Details DG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$99.3K	Buy	+830	New	+$102K	0.05%	287

Other funds holding DG

Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

ACR Alpine Capital Research St. Louis, Missouri $7.35B AUM 21.37% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $24.1B AUM 30.72% 1-Year Est. Return

Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 1-Year Est. Return

Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Rothwell Investment Advisors, LLC's DG Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Dollar General (DG) in Q3 2026: 830 shares worth $99.3K. The stake represents 0.05% of the portfolio and ranks #287 among its holdings.

626 funds tracked by Wall St. Rank hold DG as of Q3 2026.

Rothwell Investment Advisors, LLC held 830 shares of Dollar General worth $99.3K as of Q3 2026.
Dollar General was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Dollar General made up 0.05% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #287 holding.
626 funds tracked by Wall St. Rank held Dollar General as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.