GFPC
DDS icon

Global Financial Private Client’s Dillards DDS Stock Holding History

Global Financial Private Client’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
2025
Q2 		– Sell
-3
Closed -$1.07K – 564
2025
Q1 		$1.07K Buy
3
+2
+200% +$861 ﹤0.01% 1043
2024
Q4 		$432 Buy
+1
New +$410 ﹤0.01% 994

Other funds holding DDS

Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
CWM
ClientFirst Wealth Management Little Rock, Arkansas $118M AUM 40.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Global Financial Private Client's DDS Position: Q2 2025 in Review

Global Financial Private Client sold out of Dillards (DDS) in Q2 2025, closing a stake of 3 shares — an estimated $1.07K sold.

Global Financial Private Client first reported a position in DDS in Q4 2024 and held it in 2 quarters. The position peaked at $1.07K in Q1 2025. 260 funds tracked by Wall St. Rank hold DDS as of Q2 2025.

  • Global Financial Private Client reported no remaining Dillards position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 3 Dillards shares in Q2 2025, an estimated $1.07K.
  • Global Financial Private Client first reported a position in Dillards in Q4 2024 and held it in 2 quarters.
  • Global Financial Private Client's Dillards position peaked at $1.07K in Q1 2025.
  • 260 funds tracked by Wall St. Rank held Dillards as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.