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Sage Advisory Services’s Distillate US Fundamental Stability & Value ETF DSTL Stock Holding History

Sage Advisory Services’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
Q3 		– Sell
-14,198
Closed -$786K – 45
2025
Q2 		$786K Sell
14,198
-167,146
-92% -$8.89M 0.43% 31
2025
Q1 		$9.84M Buy
181,344
+4,248
+2% +$237K 5.78% 4
2024
Q4 		$9.73M Sell
177,096
-331,542
-65% -$18.9M 5.77% 4
2024
Q3 		$26.1M Hold
508,638
– – 7.34% 7
2024
Q2 		$26.1M Buy
508,638
+103,164
+25% +$5.34M 7.34% 7
2024
Q1 		$21.9M Buy
405,474
+130,835
+48% +$6.67M 5.97% 7
2023
Q4 		$13.6M Buy
+274,639
New +$12.6M 3.63% 9

Other funds holding DSTL

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
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
MAM
Madison Asset Management Madison, Wisconsin $8.06B AUM 11.81% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return
AC
AlphaCore Capital La Jolla, California $4.22B AUM 21.28% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Sage Advisory Services's DSTL Position: Q3 2025 in Review

Sage Advisory Services sold out of Distillate US Fundamental Stability & Value ETF (DSTL) in Q3 2025, closing a stake of 14,198 shares — an estimated $786K sold.

Sage Advisory Services first reported a position in DSTL in Q4 2023 and held it in 7 quarters. The position peaked at $26.1M in Q3 2024. 127 funds tracked by Wall St. Rank hold DSTL as of Q3 2025.

  • Sage Advisory Services reported no remaining Distillate US Fundamental Stability & Value ETF position as of Q3 2025 after selling out during the quarter.
  • Sage Advisory Services sold 14,198 Distillate US Fundamental Stability & Value ETF shares in Q3 2025, an estimated $786K.
  • Sage Advisory Services first reported a position in Distillate US Fundamental Stability & Value ETF in Q4 2023 and held it in 7 quarters.
  • Sage Advisory Services's Distillate US Fundamental Stability & Value ETF position peaked at $26.1M in Q3 2024.
  • 127 funds tracked by Wall St. Rank held Distillate US Fundamental Stability & Value ETF as of Q3 2025.

Based on Sage Advisory Services's 13F filing for Q3 2025, filed 6 Nov 2025.