FDW
DG icon

Fourth Dimension Wealth’s Dollar General DG Stock Holding History

Fourth Dimension Wealth’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 		$116K Buy
1,010
+100
+11% +$11.4K 0.04% 190
2026
Q1 		$108K Sell
910
-100
-10% -$14.3K 0.04% 170
2025
Q4 		$134K Buy
1,010
+100
+11% +$11.2K 0.05% 159
2025
Q3 		$94K Sell
910
-305
-25% -$33.4K 0.04% 174
2025
Q2 		$139K Sell
1,215
-73
-6% -$7.25K 0.06% 157
2025
Q1 		$113K Buy
1,288
+601
+87% +$45.5K 0.05% 154
2024
Q4 		$67.2K Buy
+687
New +$54.1K 0.04% 191

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

Fourth Dimension Wealth's DG Position: Q2 2026 in Review

Fourth Dimension Wealth increased its Dollar General (DG) stake by 11% in Q2 2026, buying an estimated $11.4K and bringing the position to 1,010 shares worth $116K. The position accounts for 0.04% of the portfolio, ranked #190.

Fourth Dimension Wealth first reported a position in DG in Q4 2024 and has held it in 7 quarters since. The position peaked at $139K in Q2 2025. 1,131 funds tracked by Wall St. Rank hold DG as of Q2 2026.

  • Fourth Dimension Wealth held 1,010 shares of Dollar General worth $116K as of Q2 2026.
  • Fourth Dimension Wealth bought 100 Dollar General shares in Q2 2026, an estimated $11.4K.
  • Dollar General made up 0.04% of Fourth Dimension Wealth's portfolio in Q2 2026, its #190 holding.
  • Fourth Dimension Wealth first reported a position in Dollar General in Q4 2024 and has held it in 7 quarters since.
  • Fourth Dimension Wealth's Dollar General position peaked at $139K in Q2 2025.
  • 1,131 funds tracked by Wall St. Rank held Dollar General as of Q2 2026.

Based on Fourth Dimension Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.