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

Oxford Financial Group’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	$75.5M	Sell	1,260,109 -113,267	-8%	-$6.71M	3.82%	8
2026 Q1	$79.5M	Sell	1,373,376 -208,623	-13%	-$12.5M	4.28%	8
2025 Q4	$93.2M	Sell	1,581,999 -32,926	-2%	-$1.91M	5.12%	6
2025 Q3	$93.6M	Sell	1,614,925 -53,116	-3%	-$3.01M	5.3%	6
2025 Q2	$92.3M	Buy	1,668,041 +38,969	+2%	+$2.07M	5.49%	6
2025 Q1	$88.4M	Buy	1,629,072 +4,280	+0.3%	+$239K	6.2%	6
2024 Q4	$89.2M	Sell	1,624,792 -40,575	-2%	-$2.31M	5.78%	6
2024 Q3	$94.5M	Sell	1,665,367 -16,759	-1%	-$909K	5.99%	5
2024 Q2	$86.4M	Buy	1,682,126 +10,104	+0.6%	+$523K	5.7%	5
2024 Q1	$90.1M	Sell	1,672,022 -14,831	-0.9%	-$756K	6.26%	4
2023 Q4	$83.3M	Buy	1,686,853 +52,745	+3%	+$2.42M	6.11%	4
2023 Q3	$72.9M	Buy	+1,634,108	New	+$75M	6.3%	4

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

AlphaCore Capital La Jolla, California $5.44B AUM 26.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

AFA

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

Oxford Financial Group's DSTL Position: Q2 2026 in Review

Oxford Financial Group reduced its Distillate US Fundamental Stability & Value ETF (DSTL) stake by 8.2% in Q2 2026, selling an estimated $6.71M and leaving 1,260,109 shares worth $75.5M. The position accounts for 3.82% of the portfolio, ranked #8.

Oxford Financial Group first reported a position in DSTL in Q3 2023 and has held it in 12 quarters since. The position peaked at $94.5M in Q3 2024. 143 funds tracked by Wall St. Rank hold DSTL as of Q2 2026.

Oxford Financial Group held 1,260,109 shares of Distillate US Fundamental Stability & Value ETF worth $75.5M as of Q2 2026.
Oxford Financial Group sold 113,267 Distillate US Fundamental Stability & Value ETF shares in Q2 2026, an estimated $6.71M.
Distillate US Fundamental Stability & Value ETF made up 3.82% of Oxford Financial Group's portfolio in Q2 2026, its #8 holding.
Oxford Financial Group first reported a position in Distillate US Fundamental Stability & Value ETF in Q3 2023 and has held it in 12 quarters since.
Oxford Financial Group's Distillate US Fundamental Stability & Value ETF position peaked at $94.5M in Q3 2024.
143 funds tracked by Wall St. Rank held Distillate US Fundamental Stability & Value ETF as of Q2 2026.

Based on Oxford Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.