Root Financial Partners
DDS icon

Root Financial Partners’s Dillards DDS Stock Holding History

Root Financial Partners’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 		$40.9K Buy
+61
New +$36.9K ﹤0.01% 1186
2026
Q2 		– Sell
-41
Closed -$23.5K – 1096
2026
Q1 		$23.5K Buy
41
+2
+5% +$1.25K ﹤0.01% 1230
2025
Q4 		$23.6K Buy
39
+1
+3% +$630 ﹤0.01% 1090
2025
Q3 		$23.4K Buy
+38
New +$19.6K ﹤0.01% 1035

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Dimensional Fund Advisors
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UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return
ClientFirst Wealth Management
ClientFirst Wealth Management Little Rock, Arkansas $138M AUM 15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Root Financial Partners's DDS Position: Q3 2026 in Review

Root Financial Partners opened a new position in Dillards (DDS) in Q3 2026: 61 shares worth $40.9K. The stake represents ﹤0.01% of the portfolio and ranks #1186 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in DDS as recently as Q1 2026.

Root Financial Partners first reported a position in DDS in Q3 2025 and has held it in 4 quarters since. 254 funds tracked by Wall St. Rank hold DDS as of Q3 2026.

  • Root Financial Partners held 61 shares of Dillards worth $40.9K as of Q3 2026.
  • Dillards was a new Root Financial Partners position in Q3 2026.
  • Dillards made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1186 holding.
  • Root Financial Partners first reported a position in Dillards in Q3 2025 and has held it in 4 quarters since.
  • 254 funds tracked by Wall St. Rank held Dillards as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.