Daymark Wealth Partners’s Dollar Tree DLTR Stock Holding History

Daymark Wealth Partners’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
2026 Q3	$294K	Buy	+2,581	New	+$321K	0.01%	700

Other funds holding DLTR

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Jupiter Asset Management London, United Kingdom $21.4B AUM 19.74% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Daymark Wealth Partners's DLTR Position: Q3 2026 in Review

Daymark Wealth Partners opened a new position in Dollar Tree (DLTR) in Q3 2026: 2,581 shares worth $294K. The stake represents 0.01% of the portfolio and ranks #700 among its holdings.

538 funds tracked by Wall St. Rank hold DLTR as of Q3 2026.

Daymark Wealth Partners held 2,581 shares of Dollar Tree worth $294K as of Q3 2026.
Dollar Tree was a new Daymark Wealth Partners position in Q3 2026.
Dollar Tree made up 0.01% of Daymark Wealth Partners's portfolio in Q3 2026, its #700 holding.
538 funds tracked by Wall St. Rank held Dollar Tree as of Q3 2026.

Based on Daymark Wealth Partners's 13F filing for Q3 2026, filed 4 Nov 2026.