Ritholtz Wealth Management
DG icon

Ritholtz Wealth Management’s Dollar General DG Stock Holding History

Ritholtz Wealth Management’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
Q3 		$1.71M Buy
14,275
+10,064
+239% +$1.24M 0.02% 487
2026
Q2 		$485K Buy
4,211
+2,132
+103% +$242K 0.01% 868
2026
Q1 		$247K Buy
2,079
+537
+35% +$76.6K ﹤0.01% 1061
2025
Q4 		$205K Buy
+1,542
New +$172K ﹤0.01% 1061
2023
Q2 		– Sell
-975
Closed -$205K – 677
2023
Q1 		$205K Sell
975
-3,772
-79% -$847K 0.01% 598
2022
Q4 		$1.17M Buy
4,747
+1,030
+28% +$255K 0.07% 211
2022
Q3 		$892K Buy
+3,717
New +$917K 0.05% 267

Other funds holding DG

Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
ACR Alpine Capital Research
ACR Alpine Capital Research St. Louis, Missouri $7.35B AUM 21.37% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Alecta Tjanstepension Omsesidigt
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $24.1B AUM 30.72% 1-Year Est. Return
Equity Investment Corp
Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 1-Year Est. Return

Ritholtz Wealth Management's DG Position: Q3 2026 in Review

Ritholtz Wealth Management increased its Dollar General (DG) stake by 239% in Q3 2026, buying an estimated $1.24M and bringing the position to 14,275 shares worth $1.71M. The position accounts for 0.02% of the portfolio, ranked #487.

Ritholtz Wealth Management first reported a position in DG in Q3 2022 and has held it in 7 quarters since. 682 funds tracked by Wall St. Rank hold DG as of Q3 2026.

  • Ritholtz Wealth Management held 14,275 shares of Dollar General worth $1.71M as of Q3 2026.
  • Ritholtz Wealth Management bought 10,064 Dollar General shares in Q3 2026, an estimated $1.24M.
  • Dollar General made up 0.02% of Ritholtz Wealth Management's portfolio in Q3 2026, its #487 holding.
  • Ritholtz Wealth Management first reported a position in Dollar General in Q3 2022 and has held it in 7 quarters since.
  • 682 funds tracked by Wall St. Rank held Dollar General as of Q3 2026.

Based on Ritholtz Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.