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

Focus Partners Wealth’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
Q2 		$477K Buy
11,826
+80
+0.7% +$3.14K ﹤0.01% 1986
2026
Q1 		$440K Sell
11,746
-1,273
-10% -$47.8K ﹤0.01% 2000
2025
Q4 		$462K Buy
+13,019
New +$459K ﹤0.01% 1991

Other funds holding DSMC

KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return
SL
Sentinus LLC Oak Brook, Illinois $1.25B AUM 22.33% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
IP
Indivisible Partners Clearwater, Florida $1.77B AUM
AP
Aspect Partners Fairfax, Virginia $268M AUM 22.57% 1-Year Est. Return
BI
Berkeley Inc Boise, Idaho $319M AUM 13.1% 1-Year Est. Return
MAM
Madison Asset Management Madison, Wisconsin $8.39B AUM 16.36% 1-Year Est. Return
OPOWM
One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

Focus Partners Wealth's DSMC Position: Q2 2026 in Review

Focus Partners Wealth increased its Distillate Small/Mid Cash Flow ETF (DSMC) stake by 0.68% in Q2 2026, buying an estimated $3.14K and bringing the position to 11,826 shares worth $477K. The position accounts for ﹤0.01% of the portfolio, ranked #1986.

Focus Partners Wealth first reported a position in DSMC in Q4 2025 and has held it in 3 quarters since. 30 funds tracked by Wall St. Rank hold DSMC as of Q2 2026.

  • Focus Partners Wealth held 11,826 shares of Distillate Small/Mid Cash Flow ETF worth $477K as of Q2 2026.
  • Focus Partners Wealth bought 80 Distillate Small/Mid Cash Flow ETF shares in Q2 2026, an estimated $3.14K.
  • Distillate Small/Mid Cash Flow ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1986 holding.
  • Focus Partners Wealth first reported a position in Distillate Small/Mid Cash Flow ETF in Q4 2025 and has held it in 3 quarters since.
  • 30 funds tracked by Wall St. Rank held Distillate Small/Mid Cash Flow ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.