SimpliFi, Inc. DSTL Holdings History

Number of Shares
203,772.00
Current Holdings Value*
$11.28 Mil
% of Portfolio
4.97%
Total Estimate Gain
$5.67 Mil
% of Total Estimate Gain
18.14%

SimpliFi, Inc.'s Distillate U.S. Fundamental Stability & Value ETF Holding Summary

As of 2025-06-30, SimpliFi, Inc. held 203,772.00 shares of Distillate U.S. Fundamental Stability & Value ETF(DSTL), totaling $11.28 Mil. This investment constitutes 4.97% of their stock portfolio, and SimpliFi, Inc. now holds 0.63% of the outstanding Distillate U.S. Fundamental Stability & Value ETF(DSTL) stock.

The initial trade took place in 2021Q2. And since then SimpliFi, Inc. has made 6 purchases of DSTL, at an average price of $41.73, for a total of 749,724.00 shares. In addition, there have been 10 sales at an average price of $46.68 for 545,952.00 shares. Based on historical transaction data and DSTL's current price of $56.33, SimpliFi, Inc.'s estimated gain on his DSTL holdings is $5.67 Mil, reflecting a 18.14% gain to date.

SimpliFi, Inc. DSTL ($56.33) Holding Chart

SimpliFi, Inc. DSTL ($56.33) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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