DWS
DG icon

Dynamic Wealth Strategies’s Dollar General DG Stock Holding History

Dynamic Wealth Strategies’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
Q2 		$7.14K Hold
62
– – ﹤0.01% 252
2026
Q1 		$7.36K Hold
62
– – ﹤0.01% 242
2025
Q4 		$8.23K Sell
62
-174
-74% -$19.4K ﹤0.01% 224
2025
Q3 		$24.4K Hold
236
– – 0.02% 163
2025
Q2 		$27K Hold
236
– – 0.02% 154
2025
Q1 		$20.8K Buy
+236
New +$17.9K 0.02% 174
2024
Q4 		– Sell
-358
Closed -$30K – 110
2024
Q3 		$30K Hold
358
– – 0.02% 161
2024
Q2 		$47K Hold
358
– – 0.04% 124
2024
Q1 		$56K Sell
358
-789
-69% -$112K 0.05% 120
2023
Q4 		$156K Buy
+1,147
New +$139K 0.14% 72

Other funds holding DG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dynamic Wealth Strategies's DG Position: Q2 2026 in Review

Dynamic Wealth Strategies held its Dollar General (DG) position steady in Q2 2026 at 62 shares worth $7.14K. The position accounts for ﹤0.01% of the portfolio, ranked #252.

Dynamic Wealth Strategies first reported a position in DG in Q4 2023 and has held it in 10 quarters since. The position peaked at $156K in Q4 2023. 1,131 funds tracked by Wall St. Rank hold DG as of Q2 2026.

  • Dynamic Wealth Strategies held 62 shares of Dollar General worth $7.14K as of Q2 2026.
  • Dynamic Wealth Strategies left its Dollar General share count unchanged in Q2 2026.
  • Dollar General made up ﹤0.01% of Dynamic Wealth Strategies's portfolio in Q2 2026, its #252 holding.
  • Dynamic Wealth Strategies first reported a position in Dollar General in Q4 2023 and has held it in 10 quarters since.
  • Dynamic Wealth Strategies's Dollar General position peaked at $156K in Q4 2023.
  • 1,131 funds tracked by Wall St. Rank held Dollar General as of Q2 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q2 2026, filed 23 Jul 2026.