SI
DSTL icon

SimpliFi Inc’s Distillate US Fundamental Stability & Value ETF DSTL Stock Holding History

SimpliFi Inc’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 		$525K Buy
9,071
+195
+2% +$11.7K 0.22% 25
2025
Q4 		$523K Sell
8,876
-182
-2% -$10.6K 0.22% 25
2025
Q3 		$525K Sell
9,058
-194,714
-96% -$11M 0.22% 27
2025
Q2 		$11.3M Buy
203,772
+1,665
+0.8% +$88.5K 4.97% 9
2025
Q1 		$11M Sell
202,107
-317
-0.2% -$17.7K 5.03% 9
2024
Q4 		$11.1M Sell
202,424
-2,107
-1% -$120K 5.08% 9
2024
Q3 		$11.6M Sell
204,531
-7,127
-3% -$387K 5.15% 8
2024
Q2 		$10.9M Sell
211,658
-1,824
-0.9% -$94.4K 5.02% 9
2024
Q1 		$11.5M Sell
213,482
-209,525
-50% -$10.7M 5.26% 8
2023
Q4 		$18.9M Hold
423,007
– – 9.3% 4
2023
Q3 		$18.9M Sell
423,007
-24,264
-5% -$1.11M 9.31% 4
2023
Q2 		$20.2M Buy
447,271
+221,157
+98% +$9.56M 9.57% 4
2023
Q1 		$9.76M Sell
226,114
-2,478
-1% -$106K 4.8% 7
2022
Q4 		$9.33M Sell
228,592
-19,986
-8% -$808K 4.87% 10
2022
Q3 		$9.17M Buy
248,578
+886
+0.4% +$36.2K 4.75% 9
2022
Q2 		$9.59M Buy
247,692
+69
+0% +$2.89K 4.74% 9
2022
Q1 		$11M Sell
247,623
-1,672
-0.7% -$74.3K 5.01% 8
2021
Q4 		$11.5M Sell
249,295
-276,652
-53% -$12.1M 5.04% 8
2021
Q3 		$21.5M Buy
525,947
+9,618
+2% +$407K 9.67% 4
2021
Q2 		$21.5M Sell
516,329
-38,736
-7% -$1.6M 9.75% 4
2021
Q1 		$22M Sell
555,065
-26,284
-5% -$988K 10.26% 4
2020
Q4 		$21.1M Sell
581,349
-26,904
-4% -$931K 9.84% 4
2020
Q3 		$19.8M Buy
+608,253
New +$19.6M 9.89% 4

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
APG
Abacus Planning Group Columbia, South Carolina $809M AUM 21.71% 1-Year Est. Return
OFG
Oxford Financial Group Carmel, Indiana $1.86B AUM 19.25% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $1.9B AUM 14.38% 1-Year Est. Return
AC
AlphaCore Capital La Jolla, California $4.22B AUM 21.28% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SGCA
Steel Grove Capital Advisors Memphis, Tennessee $949M AUM 23.78% 1-Year Est. Return

SimpliFi Inc's DSTL Position: Q1 2026 in Review

SimpliFi Inc increased its Distillate US Fundamental Stability & Value ETF (DSTL) stake by 2.2% in Q1 2026, buying an estimated $11.7K and bringing the position to 9,071 shares worth $525K. The position accounts for 0.22% of the portfolio, ranked #25.

SimpliFi Inc first reported a position in DSTL in Q3 2020 and has held it in 23 quarters since. The position peaked at $22M in Q1 2021. 142 funds tracked by Wall St. Rank hold DSTL as of Q1 2026.

  • SimpliFi Inc held 9,071 shares of Distillate US Fundamental Stability & Value ETF worth $525K as of Q1 2026.
  • SimpliFi Inc bought 195 Distillate US Fundamental Stability & Value ETF shares in Q1 2026, an estimated $11.7K.
  • Distillate US Fundamental Stability & Value ETF made up 0.22% of SimpliFi Inc's portfolio in Q1 2026, its #25 holding.
  • SimpliFi Inc first reported a position in Distillate US Fundamental Stability & Value ETF in Q3 2020 and has held it in 23 quarters since.
  • SimpliFi Inc's Distillate US Fundamental Stability & Value ETF position peaked at $22M in Q1 2021.
  • 142 funds tracked by Wall St. Rank held Distillate US Fundamental Stability & Value ETF as of Q1 2026.

Based on SimpliFi Inc's 13F filing for Q1 2026, filed 23 Apr 2026.