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Lindbrook Capital’s Distribution Solutions Group DSGR Stock Holding History

Lindbrook Capital’s Portfolio DSGR Stock Details DSGR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$1.96K Buy
70
+36
+106% +$1.12K ﹤0.01% 2294
2024
Q4 		$1.17K Hold
34
– – ﹤0.01% 2452
2024
Q3 		$1.31K Sell
34
-1
-3% -$34 ﹤0.01% 2449
2024
Q2 		$1.05K Buy
35
+15
+75% +$499 ﹤0.01% 2480
2024
Q1 		$710 Hold
20
– – ﹤0.01% 2475
2023
Q4 		$631 Hold
20
– – ﹤0.01% 2553
2023
Q3 		$520 Hold
20
– – ﹤0.01% 2525
2023
Q2 		$521 Hold
20
– – ﹤0.01% 2503
2023
Q1 		$455 Sell
20
-36
-64% -$756 ﹤0.01% 2620
2022
Q4 		$1.03K Sell
56
-46
-45% -$773 ﹤0.01% 2457
2022
Q3 		$1K Buy
+102
New +$2.21K ﹤0.01% 2302

Other funds holding DSGR

Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NIP
Norwood Investment Partners Mill Valley, California $65M AUM 1.8% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return

Lindbrook Capital's DSGR Position: Q1 2025 in Review

Lindbrook Capital increased its Distribution Solutions Group (DSGR) stake by 106% in Q1 2025, buying an estimated $1.12K and bringing the position to 70 shares worth $1.96K. The position accounts for ﹤0.01% of the portfolio, ranked #2294.

Lindbrook Capital first reported a position in DSGR in Q3 2022 and has held it in 11 quarters since. 90 funds tracked by Wall St. Rank hold DSGR as of Q1 2025.

  • Lindbrook Capital held 70 shares of Distribution Solutions Group worth $1.96K as of Q1 2025.
  • Lindbrook Capital bought 36 Distribution Solutions Group shares in Q1 2025, an estimated $1.12K.
  • Distribution Solutions Group made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #2294 holding.
  • Lindbrook Capital first reported a position in Distribution Solutions Group in Q3 2022 and has held it in 11 quarters since.
  • 90 funds tracked by Wall St. Rank held Distribution Solutions Group as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.