Root Financial Partners
DG icon

Root Financial Partners’s Dollar General DG Stock Holding History

Root Financial Partners’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 		$204K Buy
+1,709
New +$211K 0.01% 436
2026
Q2 		– Sell
-1,223
Closed -$145K – 1108
2026
Q1 		$145K Buy
1,223
+821
+204% +$117K 0.01% 423
2025
Q4 		$53.4K Buy
402
+149
+59% +$16.6K ﹤0.01% 683
2025
Q3 		$26.1K Buy
+253
New +$27.7K ﹤0.01% 976

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
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
Markel Group
Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return

Root Financial Partners's DG Position: Q3 2026 in Review

Root Financial Partners opened a new position in Dollar General (DG) in Q3 2026: 1,709 shares worth $204K. The stake represents 0.01% of the portfolio and ranks #436 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in DG as recently as Q1 2026.

Root Financial Partners first reported a position in DG in Q3 2025 and has held it in 4 quarters since. 633 funds tracked by Wall St. Rank hold DG as of Q3 2026.

  • Root Financial Partners held 1,709 shares of Dollar General worth $204K as of Q3 2026.
  • Dollar General was a new Root Financial Partners position in Q3 2026.
  • Dollar General made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #436 holding.
  • Root Financial Partners first reported a position in Dollar General in Q3 2025 and has held it in 4 quarters since.
  • 633 funds tracked by Wall St. Rank held Dollar General as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.