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Financial Synergies Wealth Advisors’s Dillards DDS Stock Holding History

Financial Synergies 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
Q2 		$528K Hold
1,000
– – 0.04% 85
2026
Q1 		$572K Sell
1,000
-1
-0.1% -$624 0.05% 77
2025
Q4 		$607K Buy
+1,001
New +$631K 0.06% 69

Other funds holding DDS

Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Financial Synergies Wealth Advisors's DDS Position: Q2 2026 in Review

Financial Synergies Wealth Advisors held its Dillards (DDS) position steady in Q2 2026 at 1,000 shares worth $528K. The position accounts for 0.04% of the portfolio, ranked #85.

Financial Synergies Wealth Advisors first reported a position in DDS in Q4 2025 and has held it in 3 quarters since. The position peaked at $607K in Q4 2025. 311 funds tracked by Wall St. Rank hold DDS as of Q2 2026.

  • Financial Synergies Wealth Advisors held 1,000 shares of Dillards worth $528K as of Q2 2026.
  • Financial Synergies Wealth Advisors left its Dillards share count unchanged in Q2 2026.
  • Dillards made up 0.04% of Financial Synergies Wealth Advisors's portfolio in Q2 2026, its #85 holding.
  • Financial Synergies Wealth Advisors first reported a position in Dillards in Q4 2025 and has held it in 3 quarters since.
  • Financial Synergies Wealth Advisors's Dillards position peaked at $607K in Q4 2025.
  • 311 funds tracked by Wall St. Rank held Dillards as of Q2 2026.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.