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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
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

Other funds holding DDS

Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Root Financial Partners's DDS Position: Q1 2026 in Review

Root Financial Partners increased its Dillards (DDS) stake by 5.1% in Q1 2026, buying an estimated $1.25K and bringing the position to 41 shares worth $23.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1230.

Root Financial Partners first reported a position in DDS in Q3 2025 and has held it in 3 quarters since. The position peaked at $23.6K in Q4 2025. 316 funds tracked by Wall St. Rank hold DDS as of Q1 2026.

  • Root Financial Partners held 41 shares of Dillards worth $23.5K as of Q1 2026.
  • Root Financial Partners bought 2 Dillards shares in Q1 2026, an estimated $1.25K.
  • Dillards made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1230 holding.
  • Root Financial Partners first reported a position in Dillards in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's Dillards position peaked at $23.6K in Q4 2025.
  • 316 funds tracked by Wall St. Rank held Dillards as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.