Fidelity Investments
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Fidelity Investments’s Distillate Small/Mid Cash Flow ETF DSMC Stock Holding History

Fidelity Investments’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
Q1 		$37 Buy
+1
New +$38 ﹤0.01% 5311
2025
Q3 		– Sell
-1
Closed -$33 – 5429
2025
Q2 		$33 Buy
+1
New +$31 ﹤0.01% 5206

Other funds holding DSMC

KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $1.9B AUM 14.38% 1-Year Est. Return
SL
Sentinus LLC Oak Brook, Illinois $1.11B AUM 17.13% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
IP
Indivisible Partners Clearwater, Florida $1.13B AUM
AP
Aspect Partners Fairfax, Virginia $268M AUM 22.57% 1-Year Est. Return
BI
Berkeley Inc Boise, Idaho $298M AUM 9.4% 1-Year Est. Return
MAM
Madison Asset Management Madison, Wisconsin $8.06B AUM 11.81% 1-Year Est. Return
OPOWM
One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return

Fidelity Investments's DSMC Position: Q1 2026 in Review

Fidelity Investments opened a new position in Distillate Small/Mid Cash Flow ETF (DSMC) in Q1 2026: 1 share worth $37. The stake represents ﹤0.01% of the portfolio and ranks #5311 among its holdings. This is a return to the name: Fidelity Investments previously reported a position in DSMC as recently as Q2 2025.

Fidelity Investments first reported a position in DSMC in Q2 2025 and has held it in 2 quarters since. 30 funds tracked by Wall St. Rank hold DSMC as of Q1 2026.

  • Fidelity Investments held 1 share of Distillate Small/Mid Cash Flow ETF worth $37 as of Q1 2026.
  • Distillate Small/Mid Cash Flow ETF was a new Fidelity Investments position in Q1 2026.
  • Distillate Small/Mid Cash Flow ETF made up ﹤0.01% of Fidelity Investments's portfolio in Q1 2026, its #5311 holding.
  • Fidelity Investments first reported a position in Distillate Small/Mid Cash Flow ETF in Q2 2025 and has held it in 2 quarters since.
  • 30 funds tracked by Wall St. Rank held Distillate Small/Mid Cash Flow ETF as of Q1 2026.

Based on Fidelity Investments's 13F filing for Q1 2026, filed 15 May 2026.