BPI
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BFC Planning, Inc.’s Dillards DDS Stock Holding History

BFC Planning, Inc.’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 		$248K Hold
469
– – 0.01% 856
2026
Q1 		$268K Hold
469
– – 0.01% 782
2025
Q4 		$284K Hold
469
– – 0.01% 737
2025
Q3 		$288K Hold
469
– – 0.02% 545
2025
Q2 		$196K Hold
469
– – 0.02% 644
2025
Q1 		$168K Hold
469
– – 0.01% 678
2024
Q4 		$202K Buy
+469
New +$192K 0.02% 610

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 45.26% 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

BFC Planning, Inc.'s DDS Position: Q2 2026 in Review

BFC Planning, Inc. held its Dillards (DDS) position steady in Q2 2026 at 469 shares worth $248K. The position accounts for 0.01% of the portfolio, ranked #856.

BFC Planning, Inc. first reported a position in DDS in Q4 2024 and has held it in 7 quarters since. The position peaked at $288K in Q3 2025. 313 funds tracked by Wall St. Rank hold DDS as of Q2 2026.

  • BFC Planning, Inc. held 469 shares of Dillards worth $248K as of Q2 2026.
  • BFC Planning, Inc. left its Dillards share count unchanged in Q2 2026.
  • Dillards made up 0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #856 holding.
  • BFC Planning, Inc. first reported a position in Dillards in Q4 2024 and has held it in 7 quarters since.
  • BFC Planning, Inc.'s Dillards position peaked at $288K in Q3 2025.
  • 313 funds tracked by Wall St. Rank held Dillards as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.