EWA
DDS icon

EverSource Wealth Advisors’s Dillards DDS Stock Holding History

EverSource Wealth Advisors’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 		$81.2K Buy
142
+32
+29% +$20K ﹤0.01% 1562
2025
Q4 		$66.7K Buy
110
+16
+17% +$10.1K ﹤0.01% 1553
2025
Q3 		$57.8K Buy
94
+5
+6% +$2.58K ﹤0.01% 1600
2025
Q2 		$37.2K Buy
89
+79
+790% +$29.5K ﹤0.01% 1815
2025
Q1 		$3.58K Sell
10
-1
-9% -$431 ﹤0.01% 2654
2024
Q4 		$4.75K Buy
11
+3
+38% +$1.23K ﹤0.01% 2367
2024
Q3 		$3.07K Hold
8
– – ﹤0.01% 2411
2024
Q2 		$3.19K Buy
8
+5
+167% +$2.16K ﹤0.01% 2388
2024
Q1 		$1.31K Hold
3
– – ﹤0.01% 2498
2023
Q4 		$1.21K Hold
3
– – ﹤0.01% 2335
2023
Q3 		$992 Buy
+3
New +$991 ﹤0.01% 2223

Other funds holding DDS

Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Allianz Asset Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Renaissance Technologies
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
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return