Independent Solutions Wealth Management’s Dillards DDS Stock Holding History

Independent Solutions Wealth Management’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	–	Sell	-800	Closed	-$485K	–	190
2025 Q4	$485K	Hold	800	–	–	0.09%	125
2025 Q3	$492K	Hold	800	–	–	0.09%	123
2025 Q2	$334K	Hold	800	–	–	0.07%	147
2025 Q1	$287K	Sell	800 -1,600	-67%	-$689K	0.06%	153
2024 Q4	$1.04M	Hold	2,400	–	–	0.23%	108
2024 Q3	$921K	Hold	2,400	–	–	0.21%	101
2024 Q2	$1.06M	Hold	2,400	–	–	0.24%	96
2024 Q1	$1.13M	Hold	2,400	–	–	0.27%	92
2023 Q4	$969K	Hold	2,400	–	–	0.25%	93
2023 Q3	$794K	Hold	2,400	–	–	0.21%	103
2023 Q2	$783K	Hold	2,400	–	–	0.2%	107
2023 Q1	$738K	Hold	2,400	–	–	0.22%	98
2022 Q4	$776K	Hold	2,400	–	–	0.24%	94
2022 Q3	$655K	Hold	2,400	–	–	0.21%	96
2022 Q2	$529K	Hold	2,400	–	–	0.17%	113
2022 Q1	$644K	Hold	2,400	–	–	0.15%	115
2021 Q4	$588K	Hold	2,400	–	–	0.14%	126
2021 Q3	$414K	Hold	2,400	–	–	0.1%	150
2021 Q2	$434K	Hold	2,400	–	–	0.11%	144
2021 Q1	$232K	Buy	+2,400	New	+$195K	0.06%	179

Other funds holding DDS

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Independent Solutions Wealth Management's DDS Position: Q1 2026 in Review

Independent Solutions Wealth Management sold out of Dillards (DDS) in Q1 2026, closing a stake of 800 shares — an estimated $485K sold.

Independent Solutions Wealth Management first reported a position in DDS in Q1 2021 and held it in 20 quarters. The position peaked at $1.13M in Q1 2024. 317 funds tracked by Wall St. Rank hold DDS as of Q1 2026.

Independent Solutions Wealth Management reported no remaining Dillards position as of Q1 2026 after selling out during the quarter.
Independent Solutions Wealth Management sold 800 Dillards shares in Q1 2026, an estimated $485K.
Independent Solutions Wealth Management first reported a position in Dillards in Q1 2021 and held it in 20 quarters.
Independent Solutions Wealth Management's Dillards position peaked at $1.13M in Q1 2024.
317 funds tracked by Wall St. Rank held Dillards as of Q1 2026.

Based on Independent Solutions Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.