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Dollar General shares owned by Heartwood Wealth Advisors

Quarter-by-quarter ownership of Dollar General (DG) shares owned by Heartwood Wealth Advisors from 13F filings

Historical chart of Heartwood Wealth Advisors investment in Dollar General

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All positions including Dollar General held by Heartwood Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dollar General by Heartwood Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-03-31 $211k 1.0k 210.46
2022-12-31 $246k 1.0k 246.25
2022-09-30 $240k 1.0k 240.00
2022-06-30 $248k 1.0k 245.54
2022-03-31 $225k 1.0k 222.77

More positions owned by Heartwood Wealth Advisors

Vanguard Large-cap Etf Etf (VV)
Vanguard Small-cap Etf Etf (VB)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Schwab Emerging Markets Equity Etf Etf (SCHE)
Vanguard Mid-cap Etf Etf (VO)
Invesco S&p Ultra Dividend Revenue Etf Etf (RDIV)
Vanguard High Dividend Yield Index Etf Etf (VYM)
Vaneck Junior Gold Miners Etf Etf (GDXJ)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Spdr Portfolio Aggregate Bond Etf Etf (SPAB)
Ishares S&p Small-cap 600 Value Etf Etf (IJS)
Spdr Portfolio Short Term Treasury Etf Etf (SPTS)
Vanguard Value Etf Etf (VTV)
Vanguard Growth Etf Etf (VUG)
Ishares Msci Eafe Etf Etf (EFA)

View all positions for Heartwood Wealth Advisors

Top funds holding Dollar General

Vanguard Group
T. Rowe Price Associates
Citadel Advisors
Norges Bank Investment Management
Goldman Sachs Group
Alecta Pensionsforsakring, Omsesidigt
Squarepoint Ops
Holocene Advisors
Legal & General Group
Bank of America Corporation
Alyeska Investment Group
Jane Street
Bank of New York Mellon
Fiduciary Management
Barclays

View all funds holding Dollar General