Dynamic Advisor Solutions
DG icon

Dynamic Advisor Solutions’s Dollar General DG Stock Holding History

Dynamic Advisor Solutions’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 		$1.6M Buy
13,349
+757
+6% +$93.3K 0.05% 363
2026
Q2 		$1.45M Buy
12,592
+944
+8% +$107K 0.04% 403
2026
Q1 		$1.38M Buy
11,648
+729
+7% +$104K 0.04% 394
2025
Q4 		$1.45M Buy
10,919
+173
+2% +$19.3K 0.05% 369
2025
Q3 		$1.11M Buy
10,746
+358
+3% +$39.2K 0.03% 441
2025
Q2 		$1.19M Buy
10,388
+391
+4% +$38.8K 0.04% 404
2025
Q1 		$879K Buy
+9,997
New +$757K 0.03% 454
2024
Q4 		– Sell
-3,181
Closed -$269K – 695
2024
Q3 		$269K Sell
3,181
-1,160
-27% -$127K 0.01% 792
2024
Q2 		$574K Buy
4,341
+143
+3% +$20K 0.02% 594
2024
Q1 		$655K Buy
4,198
+1,894
+82% +$269K 0.02% 539
2023
Q4 		$313K Sell
2,304
-783
-25% -$95K 0.01% 703
2023
Q3 		$327K Sell
3,087
-4,334
-58% -$646K 0.02% 632
2023
Q2 		$1.26M Buy
7,421
+2,175
+41% +$430K 0.07% 292
2023
Q1 		$1.1M Buy
5,246
+156
+3% +$35K 0.06% 300
2022
Q4 		$1.25M Buy
5,090
+262
+5% +$64.8K 0.09% 244
2022
Q3 		$1.16M Sell
4,828
-498
-9% -$123K 0.09% 231
2022
Q2 		$1.31M Buy
5,326
+188
+4% +$43.9K 0.1% 217
2022
Q1 		$1.14M Buy
5,138
+292
+6% +$62K 0.08% 243
2021
Q4 		$1.14M Buy
+4,846
New +$1.07M 0.08% 252
2019
Q2 		– Sell
-2,005
Closed -$239K – 529
2019
Q1 		$239K Sell
2,005
-4,146
-67% -$482K 0.05% 341
2018
Q4 		$702K Buy
6,151
+281
+5% +$30.4K 0.15% 159
2018
Q3 		$642K Sell
5,870
-136
-2% -$14.1K 0.13% 186
2018
Q2 		$592K Sell
6,006
-4,841
-45% -$466K 0.13% 187
2018
Q1 		$1.02M Sell
10,847
-698
-6% -$67.1K 0.26% 113
2017
Q4 		$1.07M Sell
11,545
-14
-0.1% -$1.2K 0.35% 95
2017
Q3 		$937K Sell
11,559
-50
-0.4% -$3.75K 0.37% 91
2017
Q2 		$837K Buy
+11,609
New +$836K 0.32% 94
2017
Q1 		– Sell
-12,154
Closed -$900K – 214
2016
Q4 		$900K Buy
+12,154
New +$887K 0.36% 80

Other funds holding DG

Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Foundation Resource Management
Foundation Resource Management Little Rock, Arkansas $939M AUM 37.7% 1-Year Est. Return
ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Cantor Fitzgerald Investment Advisors
Cantor Fitzgerald Investment Advisors New York $1.47B AUM 20.15% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Dynamic Advisor Solutions's DG Position: Q3 2026 in Review

Dynamic Advisor Solutions increased its Dollar General (DG) stake by 6% in Q3 2026, buying an estimated $93.3K and bringing the position to 13,349 shares worth $1.6M. The position accounts for 0.05% of the portfolio, ranked #363.

Dynamic Advisor Solutions first reported a position in DG in Q4 2016 and has held it in 28 quarters since. 154 funds tracked by Wall St. Rank hold DG as of Q3 2026.

  • Dynamic Advisor Solutions held 13,349 shares of Dollar General worth $1.6M as of Q3 2026.
  • Dynamic Advisor Solutions bought 757 Dollar General shares in Q3 2026, an estimated $93.3K.
  • Dollar General made up 0.05% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #363 holding.
  • Dynamic Advisor Solutions first reported a position in Dollar General in Q4 2016 and has held it in 28 quarters since.
  • 154 funds tracked by Wall St. Rank held Dollar General as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.