LPL Financial
DSTL icon

LPL Financial’s Distillate US Fundamental Stability & Value ETF DSTL Stock Holding History

LPL Financial’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
Q1 		$31.3M Sell
541,628
-35,502
-6% -$2.13M 0.01% 1171
2025
Q4 		$34M Sell
577,130
-228,651
-28% -$13.3M 0.01% 1070
2025
Q3 		$46.7M Sell
805,781
-46,985
-6% -$2.66M 0.01% 889
2025
Q2 		$47.2M Sell
852,766
-129,782
-13% -$6.9M 0.02% 786
2025
Q1 		$53.3M Sell
982,548
-5,064
-0.5% -$282K 0.02% 663
2024
Q4 		$54.2M Sell
987,612
-19,514
-2% -$1.11M 0.02% 621
2024
Q3 		$57.1M Buy
1,007,126
+86,676
+9% +$4.7M 0.03% 568
2024
Q2 		$47.3M Sell
920,450
-11,773
-1% -$610K 0.02% 584
2024
Q1 		$50.3M Buy
932,223
+31,522
+3% +$1.61M 0.03% 548
2023
Q4 		$44.5M Sell
900,701
-2,849
-0.3% -$131K 0.03% 541
2023
Q3 		$40.3M Buy
903,550
+216,029
+31% +$9.92M 0.03% 523
2023
Q2 		$31.1M Sell
687,521
-26,738
-4% -$1.16M 0.02% 610
2023
Q1 		$30.8M Buy
714,259
+11,367
+2% +$484K 0.02% 574
2022
Q4 		$28.7M Buy
702,892
+76,269
+12% +$3.08M 0.02% 564
2022
Q3 		$23.1M Buy
626,623
+22,100
+4% +$903K 0.02% 589
2022
Q2 		$23.4M Buy
604,523
+493,870
+446% +$20.7M 0.02% 584
2022
Q1 		$4.92M Buy
110,653
+80,359
+265% +$3.57M ﹤0.01% 1450
2021
Q4 		$1.4M Buy
30,294
+1,219
+4% +$53.3K ﹤0.01% 2373
2021
Q3 		$1.19M Buy
29,075
+5,788
+25% +$245K ﹤0.01% 2477
2021
Q2 		$971K Buy
23,287
+12,427
+114% +$512K ﹤0.01% 2588
2021
Q1 		$430K Buy
+10,860
New +$408K ﹤0.01% 3157

Other funds holding DSTL

SFA
Sequoia Financial Advisors Akron, Ohio $17.8B AUM 21.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
APG
Abacus Planning Group Columbia, South Carolina $743M AUM 17.45% 1-Year Est. Return
OFG
Oxford Financial Group Carmel, Indiana $1.86B AUM 19.25% 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
MAM
Madison Asset Management Madison, Wisconsin $8.06B AUM 11.81% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SGCA
Steel Grove Capital Advisors Memphis, Tennessee $948M AUM 23.78% 1-Year Est. Return