PS
DFAC icon

Principal Securities’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Principal Securities’s Portfolio DFAC Stock Details DFAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$680K Sell
17,487
-1,198
-6% -$48.3K 0.01% 864
2025
Q4 		$740K Sell
18,685
-1,491
-7% -$58.2K 0.01% 792
2025
Q3 		$778K Buy
20,176
+2,128
+12% +$79.4K 0.01% 747
2025
Q2 		$647K Sell
18,048
-1,731
-9% -$57.7K 0.01% 756
2025
Q1 		$684K Hold
19,779
– – 0.02% 672
2024
Q4 		$684K Buy
19,779
+647
+3% +$22.8K 0.02% 670
2024
Q3 		$656K Buy
19,132
+18,675
+4,086% +$617K 0.02% 671
2024
Q2 		$14.7K Buy
457
+97
+27% +$3.06K ﹤0.01% 2212
2024
Q1 		$11.5K Hold
360
– – ﹤0.01% 2262
2023
Q4 		$10.5K Buy
+360
New +$9.74K ﹤0.01% 2212

Other funds holding DFAC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.64B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Principal Securities's DFAC Position: Q1 2026 in Review

Principal Securities reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 6.4% in Q1 2026, selling an estimated $48.3K and leaving 17,487 shares worth $680K. The position accounts for 0.01% of the portfolio, ranked #864.

Principal Securities first reported a position in DFAC in Q4 2023 and has held it in 10 quarters since. The position peaked at $778K in Q3 2025. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

  • Principal Securities held 17,487 shares of Dimensional US Core Equity 2 ETF worth $680K as of Q1 2026.
  • Principal Securities sold 1,198 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $48.3K.
  • Dimensional US Core Equity 2 ETF made up 0.01% of Principal Securities's portfolio in Q1 2026, its #864 holding.
  • Principal Securities first reported a position in Dimensional US Core Equity 2 ETF in Q4 2023 and has held it in 10 quarters since.
  • Principal Securities's Dimensional US Core Equity 2 ETF position peaked at $778K in Q3 2025.
  • 1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.