TWD
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True Wealth Design’s Dillards DDS Stock Holding History

True Wealth Design’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
Q2 		$529 Hold
1
– – ﹤0.01% 2191
2026
Q1 		$573 Hold
1
– – ﹤0.01% 2006
2025
Q4 		$607 Hold
1
– – ﹤0.01% 1892
2025
Q3 		$615 Hold
1
– – ﹤0.01% 1941
2025
Q2 		$418 Sell
1
-14
-93% -$5.22K ﹤0.01% 1816
2025
Q1 		$5.37K Sell
15
-41
-73% -$17.7K ﹤0.01% 665
2024
Q4 		$24.2K Hold
56
– – 0.01% 297
2024
Q3 		$21.5K Buy
+56
New +$21.4K 0.01% 315

Other funds holding DDS

Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

True Wealth Design's DDS Position: Q2 2026 in Review

True Wealth Design held its Dillards (DDS) position steady in Q2 2026 at 1 share worth $529. The position accounts for ﹤0.01% of the portfolio, ranked #2191.

True Wealth Design first reported a position in DDS in Q3 2024 and has held it in 8 quarters since. The position peaked at $24.2K in Q4 2024. 311 funds tracked by Wall St. Rank hold DDS as of Q2 2026.

  • True Wealth Design held 1 share of Dillards worth $529 as of Q2 2026.
  • True Wealth Design left its Dillards share count unchanged in Q2 2026.
  • Dillards made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2191 holding.
  • True Wealth Design first reported a position in Dillards in Q3 2024 and has held it in 8 quarters since.
  • True Wealth Design's Dillards position peaked at $24.2K in Q4 2024.
  • 311 funds tracked by Wall St. Rank held Dillards as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.