SAG
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SageView Advisory Group’s Dillards DDS Stock Holding History

SageView Advisory 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
2025
Q4 		$3.64K Buy
+6
New +$3.78K ﹤0.01% 2052

Other funds holding DDS

Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
CWM
ClientFirst Wealth Management Little Rock, Arkansas $118M AUM 40.43% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

SageView Advisory Group's DDS Position: Q4 2025 in Review

SageView Advisory Group opened a new position in Dillards (DDS) in Q4 2025: 6 shares worth $3.64K. The stake represents ﹤0.01% of the portfolio and ranks #2052 among its holdings.

311 funds tracked by Wall St. Rank hold DDS as of Q4 2025.

  • SageView Advisory Group held 6 shares of Dillards worth $3.64K as of Q4 2025.
  • Dillards was a new SageView Advisory Group position in Q4 2025.
  • Dillards made up ﹤0.01% of SageView Advisory Group's portfolio in Q4 2025, its #2052 holding.
  • 311 funds tracked by Wall St. Rank held Dillards as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.