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Institute for Wealth Management’s Dillards DDS Stock Holding History

Institute for 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
Q2 		$432K Sell
818
-1
-0.1% -$578 0.04% 355
2026
Q1 		$469K Hold
819
– – 0.05% 337
2025
Q4 		$497K Buy
819
+1
+0.1% +$630 0.05% 320
2025
Q3 		$503K Hold
818
– – 0.05% 324
2025
Q2 		$342K Sell
818
-303
-27% -$113K 0.04% 401
2025
Q1 		$401K Hold
1,121
– – 0.05% 345
2024
Q4 		$484K Hold
1,121
– – 0.06% 289
2024
Q3 		$430K Hold
1,121
– – 0.05% 327
2024
Q2 		$494K Hold
1,121
– – 0.07% 283
2024
Q1 		$529K Sell
1,121
-5
-0.4% -$2.05K 0.07% 279
2023
Q4 		$454K Hold
1,126
– – 0.07% 290
2023
Q3 		$372K Hold
1,126
– – 0.07% 306
2023
Q2 		$367K Hold
1,126
– – 0.06% 321
2023
Q1 		$346K Sell
1,126
-170
-13% -$60.4K 0.07% 320
2022
Q4 		$419K Sell
1,296
-90
-6% -$29.3K 0.09% 290
2022
Q3 		$378K Hold
1,386
– – 0.08% 290
2022
Q2 		$306K Hold
1,386
– – 0.06% 388
2022
Q1 		$372K Hold
1,386
– – 0.06% 356
2021
Q4 		$340K Hold
1,386
– – 0.06% 350
2021
Q3 		$239K Hold
1,386
– – 0.04% 425
2021
Q2 		$251K Buy
+1,386
New +$179K 0.04% 416
2019
Q2 		– Sell
-2,800
Closed -$202K – 473
2019
Q1 		$202K Buy
+2,800
New +$193K 0.04% 413

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

Institute for Wealth Management's DDS Position: Q2 2026 in Review

Institute for Wealth Management reduced its Dillards (DDS) stake by 0.12% in Q2 2026, selling an estimated $578 and leaving 818 shares worth $432K. The position accounts for 0.04% of the portfolio, ranked #355.

Institute for Wealth Management first reported a position in DDS in Q1 2019 and has held it in 22 quarters since. The position peaked at $529K in Q1 2024. 311 funds tracked by Wall St. Rank hold DDS as of Q2 2026.

  • Institute for Wealth Management held 818 shares of Dillards worth $432K as of Q2 2026.
  • Institute for Wealth Management sold 1 Dillards share in Q2 2026, an estimated $578.
  • Dillards made up 0.04% of Institute for Wealth Management's portfolio in Q2 2026, its #355 holding.
  • Institute for Wealth Management first reported a position in Dillards in Q1 2019 and has held it in 22 quarters since.
  • Institute for Wealth Management's Dillards position peaked at $529K in Q1 2024.
  • 311 funds tracked by Wall St. Rank held Dillards as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.