Larson Financial Group
DDS icon

Larson Financial Group’s Dillards DDS Stock Holding History

Larson Financial Group’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
Q3 		$1.35M Hold
2,010
– – 0.03% 315
2026
Q2 		$1.06M Hold
2,010
– – 0.03% 355
2026
Q1 		$1.15M Sell
2,010
-3
-0.1% -$1.87K 0.04% 301
2025
Q4 		$1.22M Buy
2,013
+2,000
+15,385% +$1.26M 0.04% 291
2025
Q3 		$7.99K Buy
13
+3
+30% +$1.55K ﹤0.01% 2128
2025
Q2 		$4.18K Sell
10
-5
-33% -$1.86K ﹤0.01% 2141
2025
Q1 		$5.37K Buy
15
+14
+1,400% +$6.03K ﹤0.01% 1866
2024
Q4 		$432 Hold
1
– – ﹤0.01% 2237
2024
Q3 		$384 Hold
1
– – ﹤0.01% 2195
2024
Q2 		$440 Buy
+1
New +$432 ﹤0.01% 1871
2024
Q1 		– Sell
-14
Closed -$5.67K – 1816
2023
Q4 		$5.67K Hold
14
– – ﹤0.01% 1152
2023
Q3 		$4.64K Sell
14
-16
-53% -$5.28K ﹤0.01% 1193
2023
Q2 		$9.8K Buy
30
+16
+114% +$4.89K ﹤0.01% 939
2023
Q1 		$4.31K Buy
+14
New +$4.98K ﹤0.01% 1112

Other funds holding DDS

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
ClientFirst Wealth Management
ClientFirst Wealth Management Little Rock, Arkansas $138M AUM 15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
HCM
Horrell Capital Management Little Rock, Arkansas $189M AUM 7.99% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Larson Financial Group's DDS Position: Q3 2026 in Review

Larson Financial Group held its Dillards (DDS) position steady in Q3 2026 at 2,010 shares worth $1.35M. The position accounts for 0.03% of the portfolio, ranked #315.

Larson Financial Group first reported a position in DDS in Q1 2023 and has held it in 14 quarters since. 127 funds tracked by Wall St. Rank hold DDS as of Q3 2026.

  • Larson Financial Group held 2,010 shares of Dillards worth $1.35M as of Q3 2026.
  • Larson Financial Group left its Dillards share count unchanged in Q3 2026.
  • Dillards made up 0.03% of Larson Financial Group's portfolio in Q3 2026, its #315 holding.
  • Larson Financial Group first reported a position in Dillards in Q1 2023 and has held it in 14 quarters since.
  • 127 funds tracked by Wall St. Rank held Dillards as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.