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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

WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
HCM
Horrell Capital Management Little Rock, Arkansas $219M AUM 21.7% 1-Year Est. Return
UA
Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return
CPC
Consolidated Planning Corp Atlanta, Georgia $742M AUM 25.54% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
SGCA
Steel Grove Capital Advisors Memphis, Tennessee $1.07B AUM 26.35% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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. 66 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.
  • 66 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.