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Legacy Investment Solutions’s Distillate US Fundamental Stability & Value ETF DSTL Stock Holding History

Legacy Investment Solutions’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
2025
Q2 		$299K Buy
+5,407
New +$287K 0.16% 64
2024
Q4 		$906K Sell
16,076
-1,601
-9% -$91K 0.58% 32
2024
Q3 		$1.02M Buy
+17,677
New +$959K 0.6% 27

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
OFG
Oxford Financial Group Carmel, Indiana $1.86B AUM 19.25% 1-Year Est. Return
APG
Abacus Planning Group Columbia, South Carolina $809M AUM 21.71% 1-Year Est. Return
MAM
Madison Asset Management Madison, Wisconsin $8.06B AUM 11.81% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $1.9B AUM 14.38% 1-Year Est. Return
AC
AlphaCore Capital La Jolla, California $4.22B AUM 21.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Legacy Investment Solutions's DSTL Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in Distillate US Fundamental Stability & Value ETF (DSTL) in Q2 2025: 5,407 shares worth $299K. The stake represents 0.16% of the portfolio and ranks #64 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in DSTL as recently as Q4 2024.

Legacy Investment Solutions first reported a position in DSTL in Q3 2024 and has held it in 3 quarters since. The position peaked at $1.02M in Q3 2024. 137 funds tracked by Wall St. Rank hold DSTL as of Q2 2025.

  • Legacy Investment Solutions held 5,407 shares of Distillate US Fundamental Stability & Value ETF worth $299K as of Q2 2025.
  • Distillate US Fundamental Stability & Value ETF was a new Legacy Investment Solutions position in Q2 2025.
  • Distillate US Fundamental Stability & Value ETF made up 0.16% of Legacy Investment Solutions's portfolio in Q2 2025, its #64 holding.
  • Legacy Investment Solutions first reported a position in Distillate US Fundamental Stability & Value ETF in Q3 2024 and has held it in 3 quarters since.
  • Legacy Investment Solutions's Distillate US Fundamental Stability & Value ETF position peaked at $1.02M in Q3 2024.
  • 137 funds tracked by Wall St. Rank held Distillate US Fundamental Stability & Value ETF as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.