Ownership history in PRINCIPAL SECURITIES, INC. · 5 quarters on record
This page tracks every 13F SEC filing in which PRINCIPAL SECURITIES, INC. reported a position in DIMENSIONAL ETF TRUST (DFEM). 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | REDUCED | 3,929 | -22 | -0.6% | 0.00% | $126K | $31.87 |
| 2025 Q2 | REDUCED | 3,951 | -551 | -12.2% | 0.00% | $117K | $29.26 |
| 2025 Q1 | UNCHANGED | 4,502 | — | 0% | 0.00% | $118K | $25.86 |
| 2024 Q4 | REDUCED | 4,502 | -199 | -4.2% | 0.00% | $118K | $25.54 |
| 2024 Q3 | INITIATED | 4,701 | — | — | 0.00% | $132K | $27.27 |
As of 2025 Q4 — sorted by position size