TWPM
DKS icon

Total Wealth Planning & Management’s Dick's Sporting Goods DKS Stock Holding History

Total Wealth Planning & Management’s Portfolio DKS Stock Details DKS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,127
Closed -$258K – 206
2024
Q4 		$258K Buy
+1,127
New +$236K 0.23% 157

Other funds holding DKS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Total Wealth Planning & Management's DKS Position: Q1 2025 in Review

Total Wealth Planning & Management sold out of Dick's Sporting Goods (DKS) in Q1 2025, closing a stake of 1,127 shares — an estimated $258K sold.

Total Wealth Planning & Management first reported a position in DKS in Q4 2024 and held it in 1 quarter. The position peaked at $258K in Q4 2024. 716 funds tracked by Wall St. Rank hold DKS as of Q1 2025.

  • Total Wealth Planning & Management reported no remaining Dick's Sporting Goods position as of Q1 2025 after selling out during the quarter.
  • Total Wealth Planning & Management sold 1,127 Dick's Sporting Goods shares in Q1 2025, an estimated $258K.
  • Total Wealth Planning & Management first reported a position in Dick's Sporting Goods in Q4 2024 and held it in 1 quarter.
  • Total Wealth Planning & Management's Dick's Sporting Goods position peaked at $258K in Q4 2024.
  • 716 funds tracked by Wall St. Rank held Dick's Sporting Goods as of Q1 2025.

Based on Total Wealth Planning & Management's 13F filing for Q1 2025, filed 24 Apr 2025.