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 Q3	$4.02K	Buy	6 +5	+500%	+$3.02K	﹤0.01%	1426
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

WCM

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

HCM

Horrell Capital Management Little Rock, Arkansas $189M AUM 7.99% 1-Year Est. Return

SGCA

Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return

MCM

Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

GSF

Grove Street Fiduciary Peterborough, New Hampshire $221M AUM 0.74% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

True Wealth Design's DDS Position: Q3 2026 in Review

True Wealth Design increased its Dillards (DDS) stake by 500% in Q3 2026, buying an estimated $3.02K and bringing the position to 6 shares worth $4.02K. The position accounts for ﹤0.01% of the portfolio, ranked #1426.

True Wealth Design first reported a position in DDS in Q3 2024 and has held it in 9 quarters since. The position peaked at $24.2K in Q4 2024. 16 funds tracked by Wall St. Rank hold DDS as of Q3 2026.

True Wealth Design held 6 shares of Dillards worth $4.02K as of Q3 2026.
True Wealth Design bought 5 Dillards shares in Q3 2026, an estimated $3.02K.
Dillards made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1426 holding.
True Wealth Design first reported a position in Dillards in Q3 2024 and has held it in 9 quarters since.
True Wealth Design's Dillards position peaked at $24.2K in Q4 2024.
16 funds tracked by Wall St. Rank held Dillards as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.