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

Meridian 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	$347K	Sell	6,000 -1,000	-14%	-$60K	0.19%	98
2025 Q4	$412K	Buy	7,000 +100	+1%	+$5.81K	0.22%	84
2025 Q3	$400K	Hold	6,900	–	–	0.23%	83
2025 Q2	$382K	Buy	6,900 +700	+11%	+$37.2K	0.25%	80
2025 Q1	$336K	Hold	6,200	–	–	0.24%	85
2024 Q4	$341K	Buy	6,200 +300	+5%	+$17.1K	0.24%	76
2024 Q3	$335K	Hold	5,900	–	–	0.22%	90
2024 Q2	$303K	Buy	5,900 +300	+5%	+$15.5K	0.22%	90
2024 Q1	$302K	Buy	5,600 +100	+2%	+$5.1K	0.23%	89
2023 Q4	$272K	Hold	5,500	–	–	0.21%	89
2023 Q3	$246K	Buy	5,500 +500	+10%	+$23K	0.23%	82
2023 Q2	$226K	Buy	5,000 +300	+6%	+$13K	0.2%	93
2023 Q1	$203K	Buy	+4,700	New	+$200K	0.2%	96

Other funds holding DSTL

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

Abacus Planning Group Columbia, South Carolina $743M AUM 17.45% 1-Year Est. Return

Oxford Financial Group Carmel, Indiana $1.86B AUM 19.25% 1-Year Est. Return

Resonant Capital Advisors Madison, Wisconsin $1.9B AUM 14.38% 1-Year Est. Return

AlphaCore Capital La Jolla, California $4.22B AUM 21.28% 1-Year Est. Return

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

Steel Grove Capital Advisors Memphis, Tennessee $948M AUM 23.78% 1-Year Est. Return