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True Wealth Design’s Dollar Tree DLTR Stock Holding History

True Wealth Design’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 		$137K Buy
1,200
+460
+62% +$57.2K 0.03% 194
2026
Q2 		$89.5K Buy
740
+381
+106% +$39.6K 0.02% 286
2026
Q1 		$39.3K Buy
359
+34
+10% +$4.15K 0.01% 473
2025
Q4 		$40K Sell
325
-117
-26% -$12.5K 0.01% 397
2025
Q3 		$41.7K Buy
442
+64
+17% +$6.85K 0.01% 368
2025
Q2 		$37.4K Buy
378
+298
+373% +$25.7K 0.01% 251
2025
Q1 		$6.01K Buy
80
+17
+27% +$1.22K ﹤0.01% 624
2024
Q4 		$4.72K Buy
63
+55
+688% +$3.77K ﹤0.01% 546
2024
Q3 		$563 Hold
8
– – ﹤0.01% 1080
2024
Q2 		$855 Sell
8
-2
-20% -$236 ﹤0.01% 543
2024
Q1 		$1.33K Buy
10
+4
+67% +$551 ﹤0.01% 397
2023
Q4 		$853 Hold
6
– – ﹤0.01% 378
2023
Q3 		$639 Hold
6
– – ﹤0.01% 373
2023
Q2 		$861 Sell
6
-22
-79% -$3.24K ﹤0.01% 345
2023
Q1 		$4.02K Buy
28
+22
+367% +$3.19K ﹤0.01% 285
2022
Q4 		$849 Buy
+6
New +$893 ﹤0.01% 359

Other funds holding DLTR

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
CWAG
Compton Wealth Advisory Group Virginia Beach, Virginia $489M AUM 14.91% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return
AF
Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return
HCM
Horrell Capital Management Little Rock, Arkansas $189M AUM 7.99% 1-Year Est. Return

True Wealth Design's DLTR Position: Q3 2026 in Review

True Wealth Design increased its Dollar Tree (DLTR) stake by 62% in Q3 2026, buying an estimated $57.2K and bringing the position to 1,200 shares worth $137K. The position accounts for 0.03% of the portfolio, ranked #194.

True Wealth Design first reported a position in DLTR in Q4 2022 and has held it in 16 quarters since. 59 funds tracked by Wall St. Rank hold DLTR as of Q3 2026.

  • True Wealth Design held 1,200 shares of Dollar Tree worth $137K as of Q3 2026.
  • True Wealth Design bought 460 Dollar Tree shares in Q3 2026, an estimated $57.2K.
  • Dollar Tree made up 0.03% of True Wealth Design's portfolio in Q3 2026, its #194 holding.
  • True Wealth Design first reported a position in Dollar Tree in Q4 2022 and has held it in 16 quarters since.
  • 59 funds tracked by Wall St. Rank held Dollar Tree as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.