Crumly & Associates’s Distillate Small/Mid Cash Flow ETF DSMC Stock Holding History

Crumly & Associates’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
2026 Q3	$555K	Sell	13,303 -1,126	-8%	-$48.2K	0.1%	119
2026 Q2	$582K	Sell	14,429 -639	-4%	-$25.1K	0.11%	111
2026 Q1	$564K	Sell	15,068 -1,192	-7%	-$44.8K	0.12%	110
2025 Q4	$577K	Sell	16,260 -17,263	-51%	-$608K	0.12%	100
2025 Q3	$1.2M	Buy	33,523 +1,414	+4%	+$49.6K	0.26%	64
2025 Q2	$1.04M	Sell	32,109 -155,440	-83%	-$4.82M	0.25%	61
2025 Q1	$5.92M	Buy	187,549 +5,869	+3%	+$199K	1.63%	19
2024 Q4	$6.35M	Sell	181,680 -12,513	-6%	-$454K	1.73%	18
2024 Q3	$7M	Sell	194,193 -145,699	-43%	-$5.11M	1.94%	17
2024 Q2	$11.8M	Sell	339,892 -8,350	-2%	-$295K	3.4%	8
2024 Q1	$12.9M	Sell	348,242 -59,033	-14%	-$2.04M	3.39%	7
2023 Q4	$14M	Buy	407,275 +225,214	+124%	+$7M	4.08%	3
2023 Q3	$5.58M	Buy	182,061 +11,774	+7%	+$365K	2.19%	17
2023 Q2	$5.13M	Buy	+170,287	New	+$4.81M	2.06%	18

Other funds holding DSMC

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return

Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 1-Year Est. Return

Indivisible Partners Clearwater, Florida $2.18B AUM 33.61% 1-Year Est. Return

Aspect Partners Fairfax, Virginia $264M AUM 15.76% 1-Year Est. Return

Berkeley Inc Boise, Idaho $324M AUM 10.8% 1-Year Est. Return

One Plus One Wealth Management Jupiter, Florida $239M AUM 13.66% 1-Year Est. Return

Accurate Wealth Management Wesley Chapel, Florida $1.16B AUM 24.67% 1-Year Est. Return

Global View Capital Management Waukesha, Wisconsin $449M AUM 34.17% 1-Year Est. Return

Abacus Planning Group Columbia, South Carolina $830M AUM 16.3% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

Crumly & Associates's DSMC Position: Q3 2026 in Review

Crumly & Associates reduced its Distillate Small/Mid Cash Flow ETF (DSMC) stake by 7.8% in Q3 2026, selling an estimated $48.2K and leaving 13,303 shares worth $555K. The position accounts for 0.1% of the portfolio, ranked #119.

Crumly & Associates first reported a position in DSMC in Q2 2023 and has held it in 14 quarters since. The position peaked at $14M in Q4 2023. 11 funds tracked by Wall St. Rank hold DSMC as of Q3 2026.

Crumly & Associates held 13,303 shares of Distillate Small/Mid Cash Flow ETF worth $555K as of Q3 2026.
Crumly & Associates sold 1,126 Distillate Small/Mid Cash Flow ETF shares in Q3 2026, an estimated $48.2K.
Distillate Small/Mid Cash Flow ETF made up 0.1% of Crumly & Associates's portfolio in Q3 2026, its #119 holding.
Crumly & Associates first reported a position in Distillate Small/Mid Cash Flow ETF in Q2 2023 and has held it in 14 quarters since.
Crumly & Associates's Distillate Small/Mid Cash Flow ETF position peaked at $14M in Q4 2023.
11 funds tracked by Wall St. Rank held Distillate Small/Mid Cash Flow ETF as of Q3 2026.

Based on Crumly & Associates's 13F filing for Q3 2026, filed 7 Oct 2026.