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Ameritas Advisory Services’s Dollar Tree DLTR Stock Holding History

Ameritas Advisory Services’s Portfolio DLTR Stock Details DLTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-375
Closed -$35.4K – 1215
2025
Q3 		$35.4K Sell
375
-61
-14% -$6.53K ﹤0.01% 1214
2025
Q2 		$43.2K Buy
+436
New +$37.6K ﹤0.01% 1375
2023
Q2 		– Sell
-642
Closed -$95.8K – 1025
2023
Q1 		$95.8K Sell
642
-3,049
-83% -$442K ﹤0.01% 1020
2022
Q4 		$522K Buy
+3,691
New +$549K 0.02% 516

Other funds holding DLTR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MRL
Mantle Ridge LP New York $1.33B AUM 11.36% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameritas Advisory Services's DLTR Position: Q4 2025 in Review

Ameritas Advisory Services sold out of Dollar Tree (DLTR) in Q4 2025, closing a stake of 375 shares — an estimated $35.4K sold.

Ameritas Advisory Services first reported a position in DLTR in Q4 2022 and held it in 4 quarters. The position peaked at $522K in Q4 2022. 836 funds tracked by Wall St. Rank hold DLTR as of Q4 2025.

  • Ameritas Advisory Services reported no remaining Dollar Tree position as of Q4 2025 after selling out during the quarter.
  • Ameritas Advisory Services sold 375 Dollar Tree shares in Q4 2025, an estimated $35.4K.
  • Ameritas Advisory Services first reported a position in Dollar Tree in Q4 2022 and held it in 4 quarters.
  • Ameritas Advisory Services's Dollar Tree position peaked at $522K in Q4 2022.
  • 836 funds tracked by Wall St. Rank held Dollar Tree as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.