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Ameritas Advisory Services’s Distillate Small/Mid Cash Flow ETF DSMC Stock Holding History

Ameritas Advisory Services’s Portfolio DSMC Stock Details DSMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-4,787
Closed -$172K – 1230
2025
Q3 		$172K Sell
4,787
-1,025
-18% -$36K 0.01% 659
2025
Q2 		$189K Sell
5,812
-19,450
-77% -$603K 0.01% 754
2025
Q1 		$875K Sell
25,262
-2,682
-10% -$90.8K 0.04% 438
2024
Q4 		$977K Sell
27,944
-31
-0.1% -$1.13K 0.03% 421
2024
Q3 		$1.01M Buy
27,975
+5,284
+23% +$185K 0.04% 383
2024
Q2 		$788K Buy
22,691
+6,816
+43% +$241K 0.03% 471
2024
Q1 		$554K Buy
+15,875
New +$550K 0.02% 530

Other funds holding DSMC

KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return
SL
Sentinus LLC Oak Brook, Illinois $1.11B AUM 17.13% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
IP
Indivisible Partners Clearwater, Florida $1.13B AUM
AP
Aspect Partners Fairfax, Virginia $268M AUM 22.57% 1-Year Est. Return
BI
Berkeley Inc Boise, Idaho $319M AUM 13.1% 1-Year Est. Return
MAM
Madison Asset Management Madison, Wisconsin $8.06B AUM 11.81% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return
OPOWM
One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return

Ameritas Advisory Services's DSMC Position: Q4 2025 in Review

Ameritas Advisory Services sold out of Distillate Small/Mid Cash Flow ETF (DSMC) in Q4 2025, closing a stake of 4,787 shares — an estimated $172K sold.

Ameritas Advisory Services first reported a position in DSMC in Q1 2024 and held it in 7 quarters. The position peaked at $1.01M in Q3 2024. 31 funds tracked by Wall St. Rank hold DSMC as of Q4 2025.

  • Ameritas Advisory Services reported no remaining Distillate Small/Mid Cash Flow ETF position as of Q4 2025 after selling out during the quarter.
  • Ameritas Advisory Services sold 4,787 Distillate Small/Mid Cash Flow ETF shares in Q4 2025, an estimated $172K.
  • Ameritas Advisory Services first reported a position in Distillate Small/Mid Cash Flow ETF in Q1 2024 and held it in 7 quarters.
  • Ameritas Advisory Services's Distillate Small/Mid Cash Flow ETF position peaked at $1.01M in Q3 2024.
  • 31 funds tracked by Wall St. Rank held Distillate Small/Mid Cash Flow ETF as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.