DWM
DSTL icon

Darwin Wealth Management’s Distillate US Fundamental Stability & Value ETF DSTL Stock Holding History

Darwin Wealth Management’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 		$4.42M Sell
76,302
-7,560
-9% -$454K 1.38% 18
2025
Q4 		$4.94M Buy
83,862
+11,657
+16% +$677K 1.53% 18
2025
Q3 		$4.19M Buy
72,205
+6,308
+10% +$357K 1.33% 20
2025
Q2 		$3.65M Buy
65,897
+217
+0.3% +$11.5K 1.26% 21
2025
Q1 		$3.61M Hold
65,680
– – 1.21% 26
2024
Q4 		$3.61M Sell
65,680
-11,345
-15% -$645K 1.21% 26
2024
Q3 		$4.37M Buy
77,025
+58,414
+314% +$3.17M 1.2% 25
2024
Q2 		$956K Buy
18,611
+1,740
+10% +$90.1K 0.47% 44
2024
Q1 		$910K Sell
16,871
-1,129
-6% -$57.6K 0.25% 78
2023
Q4 		$889K Sell
18,000
-3,937
-18% -$181K 0.24% 81
2023
Q3 		$979K Sell
21,937
-665
-3% -$30.5K 0.26% 78
2023
Q2 		$1.03M Sell
22,602
-3,229
-13% -$140K 0.26% 77
2023
Q1 		$1.12M Sell
25,831
-11,841
-31% -$504K 0.3% 73
2022
Q4 		$1.61M Buy
37,672
+30,269
+409% +$1.22M 0.42% 52
2022
Q3 		$281K Buy
+7,403
New +$303K 0.07% 130

Other funds holding DSTL

SFA
Sequoia Financial Advisors Akron, Ohio $17.8B AUM 21.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B 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 $948M AUM 23.78% 1-Year Est. Return