Ownership history in PRINCIPAL SECURITIES, INC. · 8 quarters on record
This page tracks every 13F SEC filing in which PRINCIPAL SECURITIES, INC. reported a position in DIMENSIONAL ETF TRUST (DFIS). 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 | 5,799 | -744 | -11.4% | 0.00% | $183K | $31.48 |
| 2025 Q2 | REDUCED | 6,543 | -5,622 | -46.2% | 0.00% | $195K | $29.60 |
| 2025 Q1 | UNCHANGED | 12,165 | — | 0% | 0.01% | $299K | $25.24 |
| 2024 Q4 | REDUCED | 12,165 | -1,490 | -10.9% | 0.01% | $299K | $23.96 |
| 2024 Q3 | REDUCED | 13,655 | -8,614 | -38.7% | 0.01% | $366K | $26.01 |
| 2024 Q2 | ADDED | 22,269 | +1,727 | +8.4% | 0.02% | $548K | $23.80 |
| 2024 Q1 | ADDED | 20,542 | +6,495 | +46.2% | 0.02% | $515K | $23.95 |
| 2023 Q4 | INITIATED | 14,047 | — | — | 0.01% | $340K | — |
As of 2025 Q4 — sorted by position size