Creative Planning

Position in DDS — Dillard's, Inc.

CIK 1540235 OVERLAND PARK, KS

Position in DDS

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$2,372,540

+$570,498 QoQ

Shares Held

4,147

+39.5% QoQ

Ownership

0.027%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2020

15 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Consumer Cyclical · as of Mar 31, 2026

Creative Planning holds $6,177,744 across 3 Department Stores names. DDS ranks #1 (38.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DDS	Dillard's, Inc. This page	4,147	$2,372,540
2	KSS	KOHLS Corp	150,166	$1,937,141
3	M	Macy's, Inc.	103,265	$1,868,063

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,372,540	4,147	+39.5%	Shares	Sole	2026-05-12
2025-12-31	$1,802,042	2,972	+48.2%	Shares	Sole	2026-02-17
2025-09-30	$1,232,646	2,006	+32.5%	Shares	Defined	2025-11-14
2025-06-30	$632,594	1,514	+15.1%	Shares	Sole	2025-08-08
2025-03-31	$470,940	1,315	-7.1%	Shares	Sole	2025-05-15
2024-12-31	$610,911	1,415	-5.7%	Shares	Defined	2025-02-14
2024-09-30	$575,534	1,500	+49.7%	Shares	Defined	2024-10-11
2024-06-30	$441,270	1,002	+14.6%	Shares	Sole	2024-08-15
2024-03-31	$412,213	874	+8.3%	Shares	Sole	2024-05-13
2023-12-31	$325,745	807	+5.5%	Shares	Sole	2024-02-14
2023-09-30	$253,069	765	+0.4%	Shares	Sole	2023-11-16
2023-06-30	$248,625	762	-0.9%	Shares	Sole	2023-07-21
2023-03-31	$236,605	769	0.0%	Shares	Sole	2023-05-15
2022-12-31	$248,540	769	-97.8%	Shares	Sole	2023-02-10
2020-06-30	$895,170	34,710	—	Shares	Sole	2020-07-23
No filing history on record for this holder in this stock.