Baron Wealth Management
DDS icon

Baron Wealth Management’s Dillards DDS Stock Holding History

Baron Wealth Management’s Portfolio DDS Stock Details DDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$470K Buy
701
+27
+4% +$16.3K 0.12% 126
2026
Q2 		$356K Sell
674
-5
-0.7% -$2.89K 0.09% 170
2026
Q1 		$389K Buy
679
+10
+1% +$6.24K 0.12% 142
2025
Q4 		$406K Buy
669
+9
+1% +$5.67K 0.13% 128
2025
Q3 		$406K Buy
660
+33
+5% +$17.1K 0.13% 113
2025
Q2 		$262K Buy
+627
New +$234K 0.09% 162

Other funds holding DDS

Newport Trust Company
Newport Trust Company Washington, District of Columbia $37.2B AUM 2.85% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return
ClientFirst Wealth Management
ClientFirst Wealth Management Little Rock, Arkansas $138M AUM 15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Baron Wealth Management's DDS Position: Q3 2026 in Review

Baron Wealth Management increased its Dillards (DDS) stake by 4% in Q3 2026, buying an estimated $16.3K and bringing the position to 701 shares worth $470K. The position accounts for 0.12% of the portfolio, ranked #126.

Baron Wealth Management first reported a position in DDS in Q2 2025 and has held it in 6 quarters since. 254 funds tracked by Wall St. Rank hold DDS as of Q3 2026.

  • Baron Wealth Management held 701 shares of Dillards worth $470K as of Q3 2026.
  • Baron Wealth Management bought 27 Dillards shares in Q3 2026, an estimated $16.3K.
  • Dillards made up 0.12% of Baron Wealth Management's portfolio in Q3 2026, its #126 holding.
  • Baron Wealth Management first reported a position in Dillards in Q2 2025 and has held it in 6 quarters since.
  • 254 funds tracked by Wall St. Rank held Dillards as of Q3 2026.

Based on Baron Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.