DSMC DISTILLATE SMALL/MID CASH FLOW ETF

Ownership history in Aspect Partners, LLC  ·  9 quarters on record

This page tracks every 13F SEC filing in which Aspect Partners, LLC reported a position in DISTILLATE SMALL/MID CASH FLOW ETF (DSMC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
2.5% (2024 Q4)
Avg. % of fund
1.89%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 154,595 +12,619 +8.9% 2.40% $5.5M $35.47
2025 Q3 ADDED 141,976 +11,251 +8.6% 2.31% $5.1M $35.73
2025 Q2 ADDED 130,725 +6,611 +5.3% 2.10% $4.3M $32.31
2025 Q1 ADDED 124,114 +32 +0.0% 2.24% $3.9M $31.23
2024 Q4 ADDED 124,082 +4,907 +4.1% 2.50% $4.3M $34.53
2024 Q3 ADDED 119,175 +27,965 +30.7% 2.41% $4.3M $35.46
2024 Q2 ADDED 91,210 +61,554 +207.6% 1.88% $3.2M $34.05
2024 Q1 ADDED 29,656 +17,997 +154.4% 0.87% $1.1M $36.15
2023 Q4 INITIATED 11,659 0.26% $402K
% of Fund (quarterly)    DSMC price (monthly, adj. close)
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