Essential Partners’s Distillate Small/Mid Cash Flow ETF DSMC Stock Holding History

Essential Partners’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	$15K	Hold	359	–	–	0.01%	1020
2026 Q2	$14.5K	Hold	359	–	–	0.01%	1035
2026 Q1	$13.4K	Hold	359	–	–	﹤0.01%	1101
2025 Q4	$12.7K	Buy	359 +4	+1%	+$141	﹤0.01%	1079
2025 Q3	$12.7K	Hold	355	–	–	﹤0.01%	1069
2025 Q2	$11.5K	Buy	+355	New	+$11K	﹤0.01%	806

Other funds holding DSMC

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

OPOWM

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

Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return

Essential Partners's DSMC Position: Q3 2026 in Review

Essential Partners held its Distillate Small/Mid Cash Flow ETF (DSMC) position steady in Q3 2026 at 359 shares worth $15K. The position accounts for 0.01% of the portfolio, ranked #1020.

Essential Partners first reported a position in DSMC in Q2 2025 and has held it in 6 quarters since. 4 funds tracked by Wall St. Rank hold DSMC as of Q3 2026.

Essential Partners held 359 shares of Distillate Small/Mid Cash Flow ETF worth $15K as of Q3 2026.
Essential Partners left its Distillate Small/Mid Cash Flow ETF share count unchanged in Q3 2026.
Distillate Small/Mid Cash Flow ETF made up 0.01% of Essential Partners's portfolio in Q3 2026, its #1020 holding.
Essential Partners first reported a position in Distillate Small/Mid Cash Flow ETF in Q2 2025 and has held it in 6 quarters since.
4 funds tracked by Wall St. Rank held Distillate Small/Mid Cash Flow ETF as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.