SFG
DDS icon

Steward Financial Group’s Dillards DDS Stock Holding History

Steward 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
2023
Q3 		$2K Buy
+9
New +$2.97K ﹤0.01% 957
2022
Q3 		– Sell
-4
Closed – – 403
2022
Q2 		$0 Buy
+4
New +$1.16K ﹤0.01% 1063

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
CWM
ClientFirst Wealth Management Little Rock, Arkansas $118M AUM 40.43% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Steward Financial Group's DDS Position: Q3 2023 in Review

Steward Financial Group opened a new position in Dillards (DDS) in Q3 2023: 9 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #957 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in DDS as recently as Q2 2022.

Steward Financial Group first reported a position in DDS in Q2 2022 and has held it in 2 quarters since. 209 funds tracked by Wall St. Rank hold DDS as of Q3 2023.

  • Steward Financial Group held 9 shares of Dillards worth $2K as of Q3 2023.
  • Dillards was a new Steward Financial Group position in Q3 2023.
  • Dillards made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #957 holding.
  • Steward Financial Group first reported a position in Dillards in Q2 2022 and has held it in 2 quarters since.
  • 209 funds tracked by Wall St. Rank held Dillards as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.