Dimensional Fund Advisors’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $350M | Buy |
3,886,509
+119,327
| +3% | +$10.9M | 0.07% | 290 |
|
|
2025
Q4 | $332M | Buy |
3,767,182
+820
| +0% | +$69.2K | 0.07% | 292 |
|
|
2025
Q3 | $312M | Buy |
3,766,362
+1,624
| +0% | +$130K | 0.07% | 306 |
|
|
2025
Q2 | $299M | Buy |
3,764,738
+101,082
| +3% | +$7.76M | 0.07% | 299 |
|
|
2025
Q1 | $309M | Sell |
3,663,656
-249,408
| -6% | -$20.7M | 0.08% | 255 |
|
|
2024
Q4 | $303M | Sell |
3,913,064
-21,457
| -0.5% | -$1.81M | 0.07% | 276 |
|
|
2024
Q3 | $338M | Buy |
3,934,521
+29,397
| +0.8% | +$2.37M | 0.08% | 225 |
|
|
2024
Q2 | $306M | Buy |
3,905,124
+39,854
| +1% | +$3.24M | 0.08% | 230 |
|
|
2024
Q1 | $334M | Sell |
3,865,270
-10,192
| -0.3% | -$818K | 0.09% | 189 |
|
|
2023
Q4 | $305M | Sell |
3,875,462
-47,525
| -1% | -$3.44M | 0.09% | 195 |
|
|
2023
Q3 | $283M | Buy |
3,922,987
+50,148
| +1% | +$3.89M | 0.09% | 187 |
|
|
2023
Q2 | $294M | Buy |
3,872,839
+227,364
| +6% | +$16.4M | 0.09% | 188 |
|
|
2023
Q1 | $271M | Sell |
3,645,475
-181,843
| -5% | -$15.4M | 0.09% | 198 |
|
|
2022
Q4 | $321K | Buy |
3,827,318
+118,518
| +3% | +$10.2M | 0.09% | 154 |
|
|
2022
Q3 | $268M | Buy |
3,708,800
+47,675
| +1% | +$3.42M | 0.1% | 171 |
|
|
2022
Q2 | $245M | Buy |
3,661,125
+4,902
| +0.1% | +$345K | 0.09% | 219 |
|
|
2022
Q1 | $268M | Sell |
3,656,223
-4,379
| -0.1% | -$317K | 0.08% | 245 |
|
|
2021
Q4 | $265M | Sell |
3,660,602
-127,277
| -3% | -$8.88M | 0.08% | 242 |
|
|
2021
Q3 | $244M | Sell |
3,787,879
-32,830
| -0.9% | -$2.11M | 0.08% | 251 |
|
|
2021
Q2 | $241M | Buy |
3,820,709
+28,930
| +0.8% | +$1.85M | 0.08% | 265 |
|
|
2021
Q1 | $227M | Sell |
3,791,779
-6,634
| -0.2% | -$370K | 0.08% | 278 |
|
|
2020
Q4 | $188M | Buy |
3,798,413
+22,655
| +0.6% | +$1.04M | 0.07% | 307 |
|
|
2020
Q3 | $152M | Buy |
3,775,758
+74,914
| +2% | +$3.19M | 0.06% | 306 |
|
|
2020
Q2 | $154M | Sell |
3,700,844
-103,669
| -3% | -$3.78M | 0.07% | 283 |
|
|
2020
Q1 | $119M | Buy |
3,804,513
+31,010
| +0.8% | +$1.47M | 0.06% | 305 |
|
|
2019
Q4 | $208M | Sell |
3,773,503
-72,363
| -2% | -$3.96M | 0.08% | 237 |
|
|
2019
Q3 | $220M | Sell |
3,845,866
-81,694
| -2% | -$4.6M | 0.09% | 195 |
|
|
2019
Q2 | $227M | Sell |
3,927,560
-12,857
| -0.3% | -$709K | 0.09% | 181 |
|
|
2019
Q1 | $198M | Sell |
3,940,417
-22,823
| -0.6% | -$1.13M | 0.08% | 214 |
|
|
2018
Q4 | $175M | Buy |
3,963,240
+264,669
| +7% | +$13M | 0.08% | 218 |
|
|
2018
Q3 | $217M | Buy |
3,698,571
+66,748
| +2% | +$3.72M | 0.08% | 207 |
|
|
2018
Q2 | $192M | Buy |
3,631,823
+2,843
| +0.1% | +$165K | 0.08% | 228 |
|
|
2018
Q1 | $221M | Buy |
3,628,980
+93,980
| +3% | +$6.18M | 0.09% | 187 |
|
|
2017
Q4 | $249M | Sell |
3,535,000
-127,171
| -3% | -$8.76M | 0.1% | 161 |
|
|
2017
Q3 | $236M | Sell |
3,662,171
-43,271
| -1% | -$2.78M | 0.1% | 158 |
|
|
2017
Q2 | $237M | Sell |
3,705,442
-29,473
| -0.8% | -$1.87M | 0.11% | 142 |
|
|
2017
Q1 | $236M | Buy |
3,734,915
+84,575
| +2% | +$5.16M | 0.11% | 139 |
|
|
2016
Q4 | $211M | Buy |
3,650,340
+17,769
| +0.5% | +$996K | 0.11% | 152 |
|
|
2016
Q3 | $187M | Buy |
3,632,571
+87,361
| +2% | +$4.09M | 0.1% | 168 |
|
|
2016
Q2 | $146M | Buy |
3,545,210
+234,941
| +7% | +$9.92M | 0.08% | 217 |
|
|
2016
Q1 | $131M | Buy |
3,310,269
+11,036
| +0.3% | +$425K | 0.08% | 255 |
|
|
2015
Q4 | $148M | Buy |
3,299,233
+73,261
| +2% | +$3.58M | 0.09% | 189 |
|
|
2015
Q3 | $153M | Buy |
3,225,972
+433,686
| +16% | +$22.5M | 0.1% | 165 |
|
|
2015
Q2 | $143M | Buy |
2,792,286
+408,152
| +17% | +$21.2M | 0.09% | 219 |
|
|
2015
Q1 | $122M | Buy |
2,384,134
+416,188
| +21% | +$20.9M | 0.08% | 272 |
|
|
2014
Q4 | $102M | Buy |
1,967,946
+288,352
| +17% | +$14.9M | 0.07% | 321 |
|
|
2014
Q3 | $88.1M | Buy |
1,679,594
+52,415
| +3% | +$2.74M | 0.06% | 344 |
|
|
2014
Q2 | $82.1M | Buy |
1,627,179
+42,342
| +3% | +$1.99M | 0.06% | 394 |
|
|
2014
Q1 | $72.9M | Buy |
1,584,837
+126,920
| +9% | +$5.81M | 0.05% | 412 |
|
|
2013
Q4 | $71.9M | Sell |
1,457,917
-498,156
| -25% | -$23.7M | 0.06% | 410 |
|
|
2013
Q3 | $83.8M | Buy |
1,956,073
+38,167
| +2% | +$1.59M | 0.07% | 298 |
|
|
2013
Q2 | $71.8M | Buy |
+1,917,906
| New | +$70.2M | 0.07% | 319 |
|
Other funds holding PFG
NLI
VCM
VPM
