BI
DSTL icon

Berkeley Inc’s Distillate US Fundamental Stability & Value ETF DSTL Stock Holding History

Berkeley Inc’s Portfolio DSTL Stock Details DSTL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$21M Buy
363,522
+8,368
+2% +$502K 7.06% 2
2025
Q4 		$20.9M Sell
355,154
-27,786
-7% -$1.61M 6.65% 2
2025
Q3 		$22.2M Sell
382,940
-18,105
-5% -$1.02M 7.14% 1
2025
Q2 		$22.2M Buy
401,045
+34,568
+9% +$1.84M 7.97% 1
2025
Q1 		$19.9M Buy
366,477
+27,208
+8% +$1.52M 9.33% 1
2024
Q4 		$18.6M Sell
339,269
-304,825
-47% -$17.3M 9.64% 1
2024
Q3 		$36.5M Buy
644,094
+331,629
+106% +$18M 10.64% 1
2024
Q2 		$16.1M Buy
+312,465
New +$16.2M 9.98% 1

Other funds holding DSTL

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
APG
Abacus Planning Group Columbia, South Carolina $743M AUM 17.45% 1-Year Est. Return
OFG
Oxford Financial Group Carmel, Indiana $1.86B AUM 19.25% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $1.9B AUM 14.38% 1-Year Est. Return
AC
AlphaCore Capital La Jolla, California $4.22B AUM 21.28% 1-Year Est. Return
MAM
Madison Asset Management Madison, Wisconsin $8.06B AUM 11.81% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SGCA
Steel Grove Capital Advisors Memphis, Tennessee $949M AUM 23.78% 1-Year Est. Return

Berkeley Inc's DSTL Position: Q1 2026 in Review

Berkeley Inc increased its Distillate US Fundamental Stability & Value ETF (DSTL) stake by 2.4% in Q1 2026, buying an estimated $502K and bringing the position to 363,522 shares worth $21M. The position accounts for 7.06% of the portfolio, ranked #2.

Berkeley Inc first reported a position in DSTL in Q2 2024 and has held it in 8 quarters since. The position peaked at $36.5M in Q3 2024. 142 funds tracked by Wall St. Rank hold DSTL as of Q1 2026.

  • Berkeley Inc held 363,522 shares of Distillate US Fundamental Stability & Value ETF worth $21M as of Q1 2026.
  • Berkeley Inc bought 8,368 Distillate US Fundamental Stability & Value ETF shares in Q1 2026, an estimated $502K.
  • Distillate US Fundamental Stability & Value ETF made up 7.06% of Berkeley Inc's portfolio in Q1 2026, its #2 holding.
  • Berkeley Inc first reported a position in Distillate US Fundamental Stability & Value ETF in Q2 2024 and has held it in 8 quarters since.
  • Berkeley Inc's Distillate US Fundamental Stability & Value ETF position peaked at $36.5M in Q3 2024.
  • 142 funds tracked by Wall St. Rank held Distillate US Fundamental Stability & Value ETF as of Q1 2026.

Based on Berkeley Inc's 13F filing for Q1 2026, filed 24 Apr 2026.