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 (DFUS). 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 | 346 | -158 | -31.3% | 0.00% | $25K | $72.29 |
| 2025 Q2 | REDUCED | 504 | -246 | -32.8% | 0.00% | $34K | $66.71 |
| 2025 Q1 | UNCHANGED | 750 | — | 0% | 0.00% | $48K | $60.04 |
| 2024 Q4 | ADDED | 750 | +580 | +341.2% | 0.00% | $48K | $63.14 |
| 2024 Q3 | ADDED | 170 | +158 | +1316.7% | 0.00% | $11K | $61.40 |
| 2024 Q2 | REDUCED | 12 | -352 | -96.7% | 0.00% | $706 | $57.94 |
| 2024 Q1 | UNCHANGED | 364 | — | 0% | 0.00% | $21K | $55.95 |
| 2023 Q4 | INITIATED | 364 | — | — | 0.00% | $19K | — |
As of 2025 Q4 — sorted by position size