Consolidated Planning Corp
DDS icon

Consolidated Planning Corp’s Dillards DDS Stock Holding History

Consolidated Planning Corp’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 		$2.8M Buy
4,184
+671
+19% +$406K 0.38% 52
2026
Q2 		$1.86M Buy
3,513
+126
+4% +$72.8K 0.25% 62
2026
Q1 		$1.94M Buy
+3,387
New +$2.11M 0.31% 60
2025
Q3 		– Sell
-2,268
Closed -$948K – 198
2025
Q2 		$948K Sell
2,268
-56
-2% -$20.9K 0.12% 118
2025
Q1 		$832K Buy
2,324
+810
+54% +$349K 0.11% 119
2024
Q4 		$654K Buy
1,514
+919
+154% +$377K 0.09% 118
2024
Q3 		$228K Sell
595
-639
-52% -$244K 0.03% 183
2024
Q2 		$544K Buy
1,234
+388
+46% +$168K 0.09% 110
2024
Q1 		$399K Sell
846
-171
-17% -$70.1K 0.07% 117
2023
Q4 		$410K Buy
1,017
+394
+63% +$134K 0.08% 111
2023
Q3 		$206K Buy
+623
New +$206K 0.05% 152

Other funds holding DDS

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
ClientFirst Wealth Management
ClientFirst Wealth Management Little Rock, Arkansas $138M AUM 15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
HCM
Horrell Capital Management Little Rock, Arkansas $189M AUM 7.99% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Consolidated Planning Corp's DDS Position: Q3 2026 in Review

Consolidated Planning Corp increased its Dillards (DDS) stake by 19% in Q3 2026, buying an estimated $406K and bringing the position to 4,184 shares worth $2.8M. The position accounts for 0.38% of the portfolio, ranked #52.

Consolidated Planning Corp first reported a position in DDS in Q3 2023 and has held it in 11 quarters since. 127 funds tracked by Wall St. Rank hold DDS as of Q3 2026.

  • Consolidated Planning Corp held 4,184 shares of Dillards worth $2.8M as of Q3 2026.
  • Consolidated Planning Corp bought 671 Dillards shares in Q3 2026, an estimated $406K.
  • Dillards made up 0.38% of Consolidated Planning Corp's portfolio in Q3 2026, its #52 holding.
  • Consolidated Planning Corp first reported a position in Dillards in Q3 2023 and has held it in 11 quarters since.
  • 127 funds tracked by Wall St. Rank held Dillards as of Q3 2026.

Based on Consolidated Planning Corp's 13F filing for Q3 2026, filed 21 Oct 2026.