UCFA
DSTL icon

United Capital Financial Advisors’s Distillate US Fundamental Stability & Value ETF DSTL Stock Holding History

United Capital Financial Advisors’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 		$15.5M Buy
259,127
+3,507
+1% +$208K 0.09% 184
2026
Q1 		$14.8M Buy
255,620
+3,171
+1% +$190K 0.09% 181
2025
Q4 		$14.9M Buy
+252,449
New +$14.7M 0.09% 180

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 $67.3B AUM 21.9% 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 $1.97B AUM 22.31% 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 $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 $1.12B AUM 20.37% 1-Year Est. Return
ACG
Allen Capital Group Grand Island, Nebraska $1.23B AUM 19.04% 1-Year Est. Return

United Capital Financial Advisors's DSTL Position: Q2 2026 in Review

United Capital Financial Advisors increased its Distillate US Fundamental Stability & Value ETF (DSTL) stake by 1.4% in Q2 2026, buying an estimated $208K and bringing the position to 259,127 shares worth $15.5M. The position accounts for 0.09% of the portfolio, ranked #184.

United Capital Financial Advisors first reported a position in DSTL in Q4 2025 and has held it in 3 quarters since. 144 funds tracked by Wall St. Rank hold DSTL as of Q2 2026.

  • United Capital Financial Advisors held 259,127 shares of Distillate US Fundamental Stability & Value ETF worth $15.5M as of Q2 2026.
  • United Capital Financial Advisors bought 3,507 Distillate US Fundamental Stability & Value ETF shares in Q2 2026, an estimated $208K.
  • Distillate US Fundamental Stability & Value ETF made up 0.09% of United Capital Financial Advisors's portfolio in Q2 2026, its #184 holding.
  • United Capital Financial Advisors first reported a position in Distillate US Fundamental Stability & Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 144 funds tracked by Wall St. Rank held Distillate US Fundamental Stability & Value ETF as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.