TWIL
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TrueNorth Wealth & Impact, LLC’s Dollar Tree DLTR Stock Holding History

TrueNorth Wealth & Impact, LLC’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 		$312K Buy
+2,738
New +$341K 0.12% 132

Other funds holding DLTR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

TrueNorth Wealth & Impact, LLC's DLTR Position: Q3 2026 in Review

TrueNorth Wealth & Impact, LLC opened a new position in Dollar Tree (DLTR) in Q3 2026: 2,738 shares worth $312K. The stake represents 0.12% of the portfolio and ranks #132 among its holdings.

743 funds tracked by Wall St. Rank hold DLTR as of Q3 2026.

  • TrueNorth Wealth & Impact, LLC held 2,738 shares of Dollar Tree worth $312K as of Q3 2026.
  • Dollar Tree was a new TrueNorth Wealth & Impact, LLC position in Q3 2026.
  • Dollar Tree made up 0.12% of TrueNorth Wealth & Impact, LLC's portfolio in Q3 2026, its #132 holding.
  • 743 funds tracked by Wall St. Rank held Dollar Tree as of Q3 2026.

Based on TrueNorth Wealth & Impact, LLC's 13F filing for Q3 2026, filed 13 Nov 2026.