MWM
DSTL icon

Modera Wealth Management’s Distillate US Fundamental Stability & Value ETF DSTL Stock Holding History

Modera Wealth Management’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 		$206K Buy
+3,432
New +$203K ﹤0.01% 631
2026
Q1 		– Sell
-3,432
Closed -$202K – 642
2025
Q4 		$202K Buy
+3,432
New +$199K ﹤0.01% 626

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APG
Abacus Planning Group Columbia, South Carolina $809M AUM 21.71% 1-Year Est. Return
OFG
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RCA
Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return
AC
AlphaCore Capital La Jolla, California $5.44B AUM 26.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
SGCA
Steel Grove Capital Advisors Memphis, Tennessee $1.07B AUM 26.35% 1-Year Est. Return
ACG
Allen Capital Group Grand Island, Nebraska $1.23B AUM 19.04% 1-Year Est. Return

Modera Wealth Management's DSTL Position: Q2 2026 in Review

Modera Wealth Management opened a new position in Distillate US Fundamental Stability & Value ETF (DSTL) in Q2 2026: 3,432 shares worth $206K. The stake represents ﹤0.01% of the portfolio and ranks #631 among its holdings. This is a return to the name: Modera Wealth Management previously reported a position in DSTL as recently as Q4 2025.

Modera Wealth Management first reported a position in DSTL in Q4 2025 and has held it in 2 quarters since. 143 funds tracked by Wall St. Rank hold DSTL as of Q2 2026.

  • Modera Wealth Management held 3,432 shares of Distillate US Fundamental Stability & Value ETF worth $206K as of Q2 2026.
  • Distillate US Fundamental Stability & Value ETF was a new Modera Wealth Management position in Q2 2026.
  • Distillate US Fundamental Stability & Value ETF made up ﹤0.01% of Modera Wealth Management's portfolio in Q2 2026, its #631 holding.
  • Modera Wealth Management first reported a position in Distillate US Fundamental Stability & Value ETF in Q4 2025 and has held it in 2 quarters since.
  • 143 funds tracked by Wall St. Rank held Distillate US Fundamental Stability & Value ETF as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.