Heritage Oak Wealth Advisors’s Distillate US Fundamental Stability & Value ETF DSTL Stock Holding History

Heritage Oak Wealth Advisors’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 Q2	$1.15M	Buy	19,133 +656	+4%	+$38.9K	0.34%	36
2026 Q1	$1.07M	Buy	18,477 +328	+2%	+$19.7K	0.34%	29
2025 Q4	$1.07M	Sell	18,149 -137	-0.7%	-$7.96K	0.4%	34
2025 Q3	$1.06M	Sell	18,286 -582	-3%	-$32.9K	0.39%	36
2025 Q2	$1.04M	Buy	18,868 +249	+1%	+$13.2K	0.4%	37
2025 Q1	$1.01M	Sell	18,619 -3,215	-15%	-$179K	0.44%	36
2024 Q4	$1.2M	Buy	+21,834	New	+$1.24M	0.56%	30
2024 Q3	–	Sell	-10,483	Closed	-$539K	–	169
2024 Q2	$539K	Buy	+10,483	New	+$543K	0.27%	50

Other funds holding DSTL

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

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

RCA

Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return

AFA

Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return

Berkeley Inc Boise, Idaho $319M AUM 13.1% 1-Year Est. Return

SCM

Sunbeam Capital Management Atlanta, Georgia $219M AUM 29.5% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

OPA

Old Port Advisors Portland, Maine $508M AUM 50.99% 1-Year Est. Return

Heritage Oak Wealth Advisors's DSTL Position: Q2 2026 in Review

Heritage Oak Wealth Advisors increased its Distillate US Fundamental Stability & Value ETF (DSTL) stake by 3.6% in Q2 2026, buying an estimated $38.9K and bringing the position to 19,133 shares worth $1.15M. The position accounts for 0.34% of the portfolio, ranked #36.

Heritage Oak Wealth Advisors first reported a position in DSTL in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.2M in Q4 2024. 44 funds tracked by Wall St. Rank hold DSTL as of Q2 2026.

Heritage Oak Wealth Advisors held 19,133 shares of Distillate US Fundamental Stability & Value ETF worth $1.15M as of Q2 2026.
Heritage Oak Wealth Advisors bought 656 Distillate US Fundamental Stability & Value ETF shares in Q2 2026, an estimated $38.9K.
Distillate US Fundamental Stability & Value ETF made up 0.34% of Heritage Oak Wealth Advisors's portfolio in Q2 2026, its #36 holding.
Heritage Oak Wealth Advisors first reported a position in Distillate US Fundamental Stability & Value ETF in Q2 2024 and has held it in 8 quarters since.
Heritage Oak Wealth Advisors's Distillate US Fundamental Stability & Value ETF position peaked at $1.2M in Q4 2024.
44 funds tracked by Wall St. Rank held Distillate US Fundamental Stability & Value ETF as of Q2 2026.

Based on Heritage Oak Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.