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

Root Financial Partners’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
Q4 		– Sell
-365
Closed -$21.2K – 2458
2025
Q3 		$21.2K Buy
+365
New +$20.7K ﹤0.01% 1091

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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
RCA
Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 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
AC
AlphaCore Capital La Jolla, California $4.22B AUM 21.28% 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 $1.07B AUM 26.35% 1-Year Est. Return

Root Financial Partners's DSTL Position: Q4 2025 in Review

Root Financial Partners sold out of Distillate US Fundamental Stability & Value ETF (DSTL) in Q4 2025, closing a stake of 365 shares — an estimated $21.2K sold.

Root Financial Partners first reported a position in DSTL in Q3 2025 and held it in 1 quarter. The position peaked at $21.2K in Q3 2025. 141 funds tracked by Wall St. Rank hold DSTL as of Q4 2025.

  • Root Financial Partners reported no remaining Distillate US Fundamental Stability & Value ETF position as of Q4 2025 after selling out during the quarter.
  • Root Financial Partners sold 365 Distillate US Fundamental Stability & Value ETF shares in Q4 2025, an estimated $21.2K.
  • Root Financial Partners first reported a position in Distillate US Fundamental Stability & Value ETF in Q3 2025 and held it in 1 quarter.
  • Root Financial Partners's Distillate US Fundamental Stability & Value ETF position peaked at $21.2K in Q3 2025.
  • 141 funds tracked by Wall St. Rank held Distillate US Fundamental Stability & Value ETF as of Q4 2025.

Based on Root Financial Partners's 13F filing for Q4 2025, filed 10 Feb 2026.