Intentional Wealth Strategies’s Dillards DDS Stock Holding History

Intentional Wealth Strategies’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	–	Sell	-14	Closed	-$8.01K	–	286
2026 Q1	$8.01K	Buy	+14	New	+$8.73K	0.01%	413

Other funds holding DDS

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

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

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

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

Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Intentional Wealth Strategies's DDS Position: Q2 2026 in Review

Intentional Wealth Strategies sold out of Dillards (DDS) in Q2 2026, closing a stake of 14 shares — an estimated $8.01K sold.

Intentional Wealth Strategies first reported a position in DDS in Q1 2026 and held it in 1 quarter. The position peaked at $8.01K in Q1 2026. 311 funds tracked by Wall St. Rank hold DDS as of Q2 2026.

Intentional Wealth Strategies reported no remaining Dillards position as of Q2 2026 after selling out during the quarter.
Intentional Wealth Strategies sold 14 Dillards shares in Q2 2026, an estimated $8.01K.
Intentional Wealth Strategies first reported a position in Dillards in Q1 2026 and held it in 1 quarter.
Intentional Wealth Strategies's Dillards position peaked at $8.01K in Q1 2026.
311 funds tracked by Wall St. Rank held Dillards as of Q2 2026.

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