FFA
DLTR icon

Farther Finance Advisors’s Dollar Tree DLTR Stock Holding History

Farther Finance Advisors’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 		$433K Buy
3,794
+1,068
+39% +$133K ﹤0.01% 1702
2026
Q2 		$331K Sell
2,726
-1,016
-27% -$106K ﹤0.01% 1881
2026
Q1 		$407K Buy
3,742
+650
+21% +$79.4K ﹤0.01% 1541
2025
Q4 		$380K Sell
3,092
-649
-17% -$69.5K ﹤0.01% 1494
2025
Q3 		$353K Buy
3,741
+1,659
+80% +$178K 0.01% 1279
2025
Q2 		$206K Buy
2,082
+47
+2% +$4.06K ﹤0.01% 1373
2025
Q1 		$153K Sell
2,035
-353
-15% -$25.2K ﹤0.01% 1334
2024
Q4 		$179K Buy
2,388
+111
+5% +$7.62K 0.01% 1039
2024
Q3 		$160K Buy
2,277
+1,797
+374% +$164K 0.01% 1090
2024
Q2 		$51.4K Sell
480
-11
-2% -$1.3K ﹤0.01% 1403
2024
Q1 		$66.7K Buy
491
+81
+20% +$11.2K ﹤0.01% 1086
2023
Q4 		$58.2K Buy
410
+127
+45% +$15K ﹤0.01% 988
2023
Q3 		$30.1K Buy
283
+55
+24% +$7.37K ﹤0.01% 966
2023
Q2 		$32.7K Buy
228
+120
+111% +$17.7K 0.01% 818
2023
Q1 		$15.5K Buy
108
+5
+5% +$725 ﹤0.01% 976
2022
Q4 		$14.6K Buy
+103
New +$15.3K 0.01% 828

Other funds holding DLTR

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
CWAG
Compton Wealth Advisory Group Virginia Beach, Virginia $489M AUM 14.91% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return
AF
Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return
HCM
Horrell Capital Management Little Rock, Arkansas $189M AUM 7.99% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

Farther Finance Advisors's DLTR Position: Q3 2026 in Review

Farther Finance Advisors increased its Dollar Tree (DLTR) stake by 39% in Q3 2026, buying an estimated $133K and bringing the position to 3,794 shares worth $433K. The position accounts for ﹤0.01% of the portfolio, ranked #1702.

Farther Finance Advisors first reported a position in DLTR in Q4 2022 and has held it in 16 quarters since. 57 funds tracked by Wall St. Rank hold DLTR as of Q3 2026.

  • Farther Finance Advisors held 3,794 shares of Dollar Tree worth $433K as of Q3 2026.
  • Farther Finance Advisors bought 1,068 Dollar Tree shares in Q3 2026, an estimated $133K.
  • Dollar Tree made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #1702 holding.
  • Farther Finance Advisors first reported a position in Dollar Tree in Q4 2022 and has held it in 16 quarters since.
  • 57 funds tracked by Wall St. Rank held Dollar Tree as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.