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CWM
ClientFirst Wealth Management’s
Dillards
DDS
Stock Holding History
ClientFirst 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
Q1
$61.8M
Hold
108,101
–
–
52.2%
1
2025
Q4
$65.5M
Hold
108,101
–
–
52.62%
1
2025
Q3
$66.4M
Sell
108,101
-181
-0.2%
-$93.5K
53.16%
1
2025
Q2
$45.2M
Sell
108,282
-4,919
-4%
-$1.83M
46.24%
1
2025
Q1
$40.5M
Hold
113,201
–
–
45.96%
1
2024
Q4
$48.9M
Buy
+113,201
New
+$46.4M
49.44%
1
2023
Q3
$48.2M
Sell
148,431
-8,681
-6%
-$2.87M
58.62%
1
2023
Q2
$49.8M
Hold
157,112
–
–
59.22%
1
2023
Q1
$46.4M
Sell
157,112
-2,200
-1%
-$782K
61.79%
1
2022
Q4
$51.5M
Sell
159,312
-255
-0.2%
-$83K
65.37%
1
2022
Q3
$51.2M
Sell
159,567
-1,400
-0.9%
-$370K
63.49%
1
2022
Q2
$35.5M
Sell
160,967
-107,703
-40%
-$31.1M
54%
1
2022
Q1
$72.1M
Hold
268,670
–
–
66.4%
1
2021
Q4
$74.6M
Buy
+268,670
New
+$70.7M
66.98%
1
Other funds holding DDS
Newport Trust Company
Washington, District of Columbia
$40.7B AUM
24.62%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Allianz Asset Management
Munich, Germany
$86.6B AUM
38.74%
1-Year Est. Return
VPM
Vanguard Portfolio Management
Malvern, Pennsylvania
$1.91T AUM
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Renaissance Technologies
New York
$63.9B AUM
45.56%
1-Year Est. Return
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
AQR Capital Management
Greenwich, Connecticut
$218B AUM
29.41%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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