Creative Planning’s Dillards DDS Stock Holding History

Creative Planning’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
2017 Q1	–	Sell	-200	Closed	-$1K	–	4693
2016 Q4	$1K	Buy	+200	New	+$13.1K	﹤0.01%	4410

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 $5.72T AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B 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

Creative Planning's DDS Position: Q1 2026 in Review

Creative Planning increased its Dillards (DDS) stake by 40% in Q1 2026, buying an estimated $733K and bringing the position to 4,147 shares worth $2.37M. The position accounts for ﹤0.01% of the portfolio, ranked #1766.

Creative Planning first reported a position in DDS in Q2 2013 and has held it in 28 quarters since. 316 funds tracked by Wall St. Rank hold DDS as of Q1 2026.

Creative Planning held 4,147 shares of Dillards worth $2.37M as of Q1 2026.
Creative Planning bought 1,175 Dillards shares in Q1 2026, an estimated $733K.
Dillards made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1766 holding.
Creative Planning first reported a position in Dillards in Q2 2013 and has held it in 28 quarters since.
316 funds tracked by Wall St. Rank held Dillards as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.