DT
DSTL icon

Diversified Trust’s Distillate US Fundamental Stability & Value ETF DSTL Stock Holding History

Diversified Trust’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 		– Sell
-4,028
Closed -$237K – 1074
2025
Q4 		$237K Hold
4,028
– – ﹤0.01% 909
2025
Q3 		$233K Buy
+4,028
New +$228K ﹤0.01% 879
2023
Q3 		– Sell
-5,000
Closed -$226K – 862
2023
Q2 		$226K Hold
5,000
– – 0.01% 730
2023
Q1 		$216K Buy
+5,000
New +$213K 0.01% 728

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 $809M AUM 21.71% 1-Year Est. Return
OFG
Oxford Financial Group Carmel, Indiana $1.97B AUM 22.31% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return
AC
AlphaCore Capital La Jolla, California $5.44B AUM 26.35% 1-Year Est. Return
MAM
Madison Asset Management Madison, Wisconsin $8.39B AUM 16.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
SGCA
Steel Grove Capital Advisors Memphis, Tennessee $1.07B AUM 26.35% 1-Year Est. Return

Diversified Trust's DSTL Position: Q1 2026 in Review

Diversified Trust sold out of Distillate US Fundamental Stability & Value ETF (DSTL) in Q1 2026, closing a stake of 4,028 shares — an estimated $237K sold.

Diversified Trust first reported a position in DSTL in Q1 2023 and held it in 4 quarters. The position peaked at $237K in Q4 2025. 142 funds tracked by Wall St. Rank hold DSTL as of Q1 2026.

  • Diversified Trust reported no remaining Distillate US Fundamental Stability & Value ETF position as of Q1 2026 after selling out during the quarter.
  • Diversified Trust sold 4,028 Distillate US Fundamental Stability & Value ETF shares in Q1 2026, an estimated $237K.
  • Diversified Trust first reported a position in Distillate US Fundamental Stability & Value ETF in Q1 2023 and held it in 4 quarters.
  • Diversified Trust's Distillate US Fundamental Stability & Value ETF position peaked at $237K in Q4 2025.
  • 142 funds tracked by Wall St. Rank held Distillate US Fundamental Stability & Value ETF as of Q1 2026.

Based on Diversified Trust's 13F filing for Q1 2026, filed 16 Apr 2026.