JFS Wealth Advisors’s Dillards DDS Stock Holding History

JFS Wealth Advisors’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	$6.34K	Hold	12	–	–	﹤0.01%	1188
2026 Q1	$6.87K	Hold	12	–	–	﹤0.01%	1086
2025 Q4	$7.4K	Buy	12 +4	+50%	+$2.52K	﹤0.01%	1089
2025 Q3	$4.92K	Hold	8	–	–	﹤0.01%	1123
2025 Q2	$3.34K	Sell	8 -1	-11%	-$373	﹤0.01%	1227
2025 Q1	$3.22K	Hold	9	–	–	﹤0.01%	1288
2024 Q4	$3.89K	Hold	9	–	–	﹤0.01%	1216
2024 Q3	$3.45K	Hold	9	–	–	﹤0.01%	1254
2024 Q2	$3.96K	Hold	9	–	–	﹤0.01%	1165
2024 Q1	$4.25K	Hold	9	–	–	﹤0.01%	1158
2023 Q4	$3.63K	Buy	9 +1	+13%	+$339	﹤0.01%	1183
2023 Q3	$2.65K	Hold	8	–	–	﹤0.01%	1248
2023 Q2	$2.61K	Hold	8	–	–	﹤0.01%	1283
2023 Q1	$2.46K	Hold	8	–	–	﹤0.01%	1281
2022 Q4	$2.59K	Hold	8	–	–	﹤0.01%	1268
2022 Q3	$2K	Hold	8	–	–	﹤0.01%	1304
2022 Q2	$2K	Hold	8	–	–	﹤0.01%	1302
2022 Q1	$2K	Buy	8 +6	+300%	+$1.55K	﹤0.01%	1397
2021 Q4	$0	Buy	+2	New	+$526	﹤0.01%	1754

Other funds holding DDS

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Significant Wealth Partners Cary, Illinois $92.4M AUM 9.22% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Baron Wealth Management Troy, Michigan $386M AUM 30.18% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Ares Financial Consulting Calabasas, California $139M AUM

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return