DFUS β€” DIMENSIONAL ETF TRUST

Ownership history in PRINCIPAL SECURITIES, INC.  Β·  8 quarters on record

AI Ownership Summary

PRINCIPAL SECURITIES, INC. reported DIMENSIONAL ETF TRUST (DFUS) in 8 quarterly 13F filings from 2023 Q4 through 2025 Q3. The latest visible filing shows DFUS at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this DFUS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was PRINCIPAL SECURITIES, INC.'s position in DIMENSIONAL ETF TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

DFUS was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How PRINCIPAL SECURITIES, INC. held DFUS β€” position size vs. price
% of Fund (quarterly)    DFUS price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 346 -158 -31.3% 0.00% $25K 2025-11-12 $73.90
2025 Q2 REDUCED 504 -246 -32.8% 0.00% $34K 2025-08-11 $68.46
2025 Q1 UNCHANGED 750 β€” 0% 0.00% $48K 2025-04-30 $59.38
2024 Q4 ADDED 750 +580 +341.2% 0.00% $48K 2025-01-30 $65.29
2024 Q3 ADDED 170 +158 +1316.7% 0.00% $11K 2024-10-28 $62.01
2024 Q2 REDUCED 12 -352 -96.7% 0.00% $706 2024-07-31 $58.82
2024 Q1 UNCHANGED 364 β€” 0% 0.00% $21K 2024-05-10 $55.52
2023 Q4 INITIATED 364 β€” β€” 0.00% $19K 2024-02-07 $52.81

FAQ About PRINCIPAL SECURITIES, INC. and DFUS

These are the practical questions this page is built to answer before you even open the full history table.

How long has PRINCIPAL SECURITIES, INC. reported owning DFUS?

PRINCIPAL SECURITIES, INC. reported DFUS across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported DFUS position in PRINCIPAL SECURITIES, INC.'s portfolio?

The largest reported portfolio weight for DFUS was 0.00% in 2024 Q4.

What is the latest reported DFUS position on this page?

The most recent filing on this page is 2025 Q3, when PRINCIPAL SECURITIES, INC. reported 346 shares, equal to 0.00% of portfolio, with an estimated market value of $25K.

What does the chart on this DFUS ownership page compare?

The chart compares PRINCIPAL SECURITIES, INC.'s quarterly DFUS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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