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
2026 Q1	–	Sell	-6	Closed	-$3.64K	–	1045
2025 Q4	$3.64K	Buy	+6	New	+$3.78K	﹤0.01%	2052

Other funds holding DDS

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

SageView Advisory Group's DDS Position: Q1 2026 in Review

SageView Advisory Group sold out of Dillards (DDS) in Q1 2026, closing a stake of 6 shares — an estimated $3.64K sold.

SageView Advisory Group first reported a position in DDS in Q4 2025 and held it in 1 quarter. The position peaked at $3.64K in Q4 2025. 317 funds tracked by Wall St. Rank hold DDS as of Q1 2026.

SageView Advisory Group reported no remaining Dillards position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 6 Dillards shares in Q1 2026, an estimated $3.64K.
SageView Advisory Group first reported a position in Dillards in Q4 2025 and held it in 1 quarter.
SageView Advisory Group's Dillards position peaked at $3.64K in Q4 2025.
317 funds tracked by Wall St. Rank held Dillards as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.