Dimensional Fund Advisors
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Dimensional Fund Advisors’s Dollar General DG Stock Holding History

Dimensional Fund Advisors’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
Q1 		$332M Buy
2,800,145
+75,323
+3% +$10.7M 0.07% 309
2025
Q4 		$362M Buy
2,724,822
+128,572
+5% +$14.3M 0.08% 258
2025
Q3 		$268M Buy
2,596,250
+614,373
+31% +$67.4M 0.06% 391
2025
Q2 		$227M Buy
1,981,877
+169,349
+9% +$16.8M 0.05% 436
2025
Q1 		$159M Buy
1,812,528
+25,192
+1% +$1.91M 0.04% 605
2024
Q4 		$136M Sell
1,787,336
-17,983
-1% -$1.42M 0.03% 772
2024
Q3 		$153M Buy
1,805,319
+542,779
+43% +$59.5M 0.04% 681
2024
Q2 		$167M Sell
1,262,540
-34,568
-3% -$4.83M 0.04% 551
2024
Q1 		$202M Buy
1,297,108
+85,717
+7% +$12.2M 0.05% 437
2023
Q4 		$165M Buy
1,211,391
+51,937
+4% +$6.3M 0.05% 514
2023
Q3 		$123M Buy
1,159,454
+118,109
+11% +$17.6M 0.04% 647
2023
Q2 		$177M Buy
1,041,345
+36,380
+4% +$7.19M 0.06% 405
2023
Q1 		$211M Sell
1,004,965
-9,608
-0.9% -$2.16M 0.07% 293
2022
Q4 		$250K Sell
1,014,573
-84,292
-8% -$20.8M 0.07% 233
2022
Q3 		$264M Sell
1,098,865
-3,507
-0.3% -$865K 0.1% 178
2022
Q2 		$271M Sell
1,102,372
-18,409
-2% -$4.3M 0.1% 192
2022
Q1 		$250M Buy
1,120,781
+15,444
+1% +$3.28M 0.08% 278
2021
Q4 		$261M Sell
1,105,337
-10,768
-1% -$2.38M 0.08% 248
2021
Q3 		$237M Sell
1,116,105
-8,210
-0.7% -$1.85M 0.08% 261
2021
Q2 		$243M Buy
1,124,315
+30,716
+3% +$6.45M 0.08% 262
2021
Q1 		$222M Buy
1,093,599
+76,197
+7% +$15.1M 0.07% 291
2020
Q4 		$214M Buy
1,017,402
+118,741
+13% +$25.4M 0.08% 256
2020
Q3 		$188M Buy
898,661
+10,951
+1% +$2.15M 0.08% 227
2020
Q2 		$169M Sell
887,710
-203,274
-19% -$36.8M 0.07% 241
2020
Q1 		$165M Sell
1,090,984
-15,113
-1% -$2.33M 0.09% 183
2019
Q4 		$173M Sell
1,106,097
-78,861
-7% -$12.5M 0.06% 344
2019
Q3 		$188M Sell
1,184,958
-27,111
-2% -$3.92M 0.07% 251
2019
Q2 		$164M Sell
1,212,069
-89,907
-7% -$11.4M 0.06% 332
2019
Q1 		$155M Sell
1,301,976
-28,710
-2% -$3.34M 0.06% 333
2018
Q4 		$144M Sell
1,330,686
-38,578
-3% -$4.18M 0.07% 289
2018
Q3 		$150M Buy
1,369,264
+51,067
+4% +$5.31M 0.06% 395
2018
Q2 		$130M Sell
1,318,197
-1,158
-0.1% -$111K 0.05% 470
2018
Q1 		$123M Buy
1,319,355
+20,833
+2% +$2M 0.05% 481
2017
Q4 		$121M Sell
1,298,522
-42,866
-3% -$3.69M 0.05% 493
2017
Q3 		$109M Buy
1,341,388
+25,619
+2% +$1.92M 0.05% 534
2017
Q2 		$94.8M Buy
1,315,769
+355,121
+37% +$25.6M 0.04% 578
2017
Q1 		$67M Buy
960,648
+54,556
+6% +$4M 0.03% 843
2016
Q4 		$67.1M Buy
906,092
+6,513
+0.7% +$476K 0.03% 807
2016
Q3 		$63M Sell
899,579
-6,443
-0.7% -$546K 0.03% 794
2016
Q2 		$85.2M Sell
906,022
-402
-0% -$34.7K 0.05% 500
2016
Q1 		$77.6M Buy
906,424
+8,209
+0.9% +$621K 0.05% 520
2015
Q4 		$64.6M Buy
898,215
+26,732
+3% +$1.81M 0.04% 627
2015
Q3 		$63.1M Buy
871,483
+24,510
+3% +$1.87M 0.04% 596
2015
Q2 		$65.8M Sell
846,973
-91,170
-10% -$6.88M 0.04% 620
2015
Q1 		$70.7M Sell
938,143
-39,254
-4% -$2.78M 0.04% 548
2014
Q4 		$69.1M Buy
977,397
+23,141
+2% +$1.51M 0.05% 510
2014
Q3 		$58.3M Buy
954,256
+460,431
+93% +$27.6M 0.04% 571
2014
Q2 		$28.3M Buy
493,825
+160,968
+48% +$9.2M 0.02% 1274
2014
Q1 		$18.5M Buy
332,857
+35,813
+12% +$2.08M 0.01% 1659
2013
Q4 		$17.9M Buy
297,044
+9,200
+3% +$540K 0.01% 1663
2013
Q3 		$16.3M Buy
287,844
+31,971
+12% +$1.76M 0.01% 1664
2013
Q2 		$12.9M Buy
+255,873
New +$13.3M 0.01% 1769

Other funds holding DG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors's DG Position: Q1 2026 in Review

Dimensional Fund Advisors increased its Dollar General (DG) stake by 2.8% in Q1 2026, buying an estimated $10.7M and bringing the position to 2,800,145 shares worth $332M. The position accounts for 0.07% of the portfolio, ranked #309.

Dimensional Fund Advisors first reported a position in DG in Q2 2013 and has held it in 52 quarters since. The position peaked at $362M in Q4 2025. 1,148 funds tracked by Wall St. Rank hold DG as of Q1 2026.

  • Dimensional Fund Advisors held 2,800,145 shares of Dollar General worth $332M as of Q1 2026.
  • Dimensional Fund Advisors bought 75,323 Dollar General shares in Q1 2026, an estimated $10.7M.
  • Dollar General made up 0.07% of Dimensional Fund Advisors's portfolio in Q1 2026, its #309 holding.
  • Dimensional Fund Advisors first reported a position in Dollar General in Q2 2013 and has held it in 52 quarters since.
  • Dimensional Fund Advisors's Dollar General position peaked at $362M in Q4 2025.
  • 1,148 funds tracked by Wall St. Rank held Dollar General as of Q1 2026.

Based on Dimensional Fund Advisors's 13F filing for Q1 2026, filed 7 May 2026.